My Quarterly Conversation | Financial Cents Templates

About this template

This template is to be used to be created by a Team Leader and assigned to their direct report/team member. The direct report/team member is to utilize it throughout the quarter to track notes regarding things to discuss during their quarterly conversation. Additionally, it is used as a resource to prep for their quarterly conversation with their team leader.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

11 tasks

	Food For Thought
	What's working?	Bookkeeper
	What's not working?	Bookkeeper
	Exercise: DELEGATE & ELEVATE! (D&E)	Bookkeeper
	*D&E Notes: THINGS I LOVE & AM GREAT AT DOING	Bookkeeper
	*D&E Notes: THINGS I LIKE & AM GOOD AT DOING	Bookkeeper
	*D&E Notes: THINGS I DON'T LIKE & AM GOOD AT DOING	Bookkeeper
	*D&E Notes: THINGS I DON'T LIKE & AM NOT GOOD AT DOING	Bookkeeper
	Education Opportunities: What interests you?	Bookkeeper
	Do you need to change your floating holidays?	Bookkeeper
	Are you taking any upcoming vacations?	Bookkeeper
	Has your schedule changed? (See description.)	Bookkeeper

Food For Thought

What's working?

Bookkeeper

What's not working?

Bookkeeper

Exercise: DELEGATE & ELEVATE! (D&E)

Bookkeeper

*D&E Notes: THINGS I LOVE & AM GREAT AT DOING

Bookkeeper

*D&E Notes: THINGS I LIKE & AM GOOD AT DOING

Bookkeeper

*D&E Notes: THINGS I DON'T LIKE & AM GOOD AT DOING

Bookkeeper

*D&E Notes: THINGS I DON'T LIKE & AM NOT GOOD AT DOING

Bookkeeper

Education Opportunities: What interests you?

Bookkeeper

Do you need to change your floating holidays?

Bookkeeper

Are you taking any upcoming vacations?

Bookkeeper

Has your schedule changed? (See description.)

Bookkeeper