[Team Member's Name] Quarterly Conversation

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About this template

This template is to be used to by a Team Leader to track notes throughout the quarter re: their direct report/team member. Additionally, it is used as a resource to prep for the quarterly conversation with the direct report/team member.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

8 tasks

	Food For Thought
	The 5-5-5 Quarterly Conversation?
	Core Values
	Roles
	Rocks
	What's working?
	What's not working?
	Delegate & Elevate

	Address Below Points During Convo
	Floating Holidays
	Vacation
	Education Opportunities
	Update Scheduled Availability on any Apps