How to complete:

Each quarter, begin by reflecting on the past 90 days and what you want to accomplish for the next 90 and
beyond. Review the company goals and make sure your goals are aligned with the overall company
goals. All feedback should be constructive and as detailed as possible. Use the SMART technique
whenever possible: Specific, Measurable, Achievable, Relevant, Time-bound
These will be based on calendar quarters (Jan-Mar, Apr-Jun, July-Sept, Oct-Dec). Your quarterly reviews
will start at the beginning of your first full quarter.
Copy the template for each quarter and review the last quarter's document as you start your next quarter's
document.

Work with your manager to find ways to hold each of you accountable for the goals throughout the quarter-
is this through weekly calls, monthly check ins, etc.
Make sure to revisit this document throughout the quarter, to make sure you do not veer too far from the
goals and/or discuss if the goals have changed mid-quarter
Quarterly Performance Check In Team Member Feedback Manager feedback
We want you to reflect on your past quarter and discuss with your manager ideas
and action plans for next quarter.
Past quarter:
What were the highlights of your past quarter?
What did not go well last quarter? How did you solve those issues?
How did your manager and team support you during the last quarter?
How did you meet/not meet your goals from the past quarter?

Next quarter: Goal 1 Goal 2 Goal 3

What are your goals for the next quarter?
How can the team and/or your manager support you to achieve those goals?
How will you measure your success for those goals?
What steps will you take to achieve those goals?
How do those goals align with the company's goals?

Feedback:
What ideas do you have for the team and company as a whole?

Date:
Completed by:
Quarterly Performance Check In Team Member Feedback Manager feedback
We want you to reflect on your past quarter and discuss with your manager ideas
and action plans for next quarter.
Past quarter:
What were the highlights of your past quarter?
What did not go well last quarter? How did you solve those issues?
How did your manager and team support you during the last quarter?
How did you meet/not meet your goals from the past quarter?

Next quarter: Goal 1 Goal 2 Goal 3

What are your goals for the next quarter?
How can the team and/or your manager support you to achieve those goals?
How will you measure your success for those goals?
What steps will you take to achieve those goals?
How do those goals align with the company's goals?

Feedback:
What ideas do you have for the team and company as a whole?

Date:
Completed by (team member and manager names):