Free agenda template

Quarterly Check-In (45 minutes)

A simple template to get you started on a quarterly routine with your direct reports. Works well on its own as a quarterly routine, or, as a quarterly supplement to our Weekly and/or Monthly Check-In templates.
Quarterly Check-In (45 minutes)
MeetingAction itemsDecisions
How are you? How is life outside of work?
What have you been focused on this past quarter? What’s gone really well? What are you proud of? What’s been a challenge? Is there anything you’d like another chance at?
What is your focus this coming quarter? Is there anything you need from me to achieve your goals?
How are you feeling about your work overall?
Do you feel like you’re progressing towards your career goals?
Are there any skills you’re interested in developing?
How might we improve our meetings to ensure their making the best use of your time?
How could we improve our team’s level of communication/collaboration?
How’s your experience been working with the team? Can we do anything to improve our team culture?
Is there anything you would like me to do differently regarding our relationship (more or less direction, how I provide feedback, things I should start/stop doing, etc)?
Is there anything I could do as a manager to make your work experience better?
Do you have any other feedback for myself or for the team?
Are there any problems or issues that I should know about?
Is there anything else you want to talk about?