My Quarterly Conversation

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Taylor Ammons

Taylor Ammons

6 workflow templates

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

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