[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

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