My Quarterly Conversation

59 downloads
Taylor Ammons

Taylor Ammons

6 workflow templates

Before we generate that file, please let us know more about you.

Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.

Get template

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

Version: 1 (Latest)

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

Copyright © 2017-2025 Financial Cents LLC