contact

Quarterly Check-In

Performance Planning and Communication Process
     1. Align with Mission/Vision
     2. Performance Planning
     3. Day-to-Day Feedback
     4. Quarterly Check-In
     5. Formal Review
FAQ's
Forms
Communication Tips
Policy & Procedures
Organization Development & Training
Human Resources

 

 

 

Quarterly Performance Check-In (Word)

 

Adopt the practice of meeting with employees at least once each quarter to do a collaborative review of
goals, progress, and results.

 

 

1. Check progress

 

·        What’s working well?

·        What’s not working?

 

2. Make mid-course adjustments where needed

 

·        What changes would enhance performance or progress toward the goal?

 

 

The tools below can help to facilitate performance check-in conversations:

Plus/Delta

 

+

 

What went well?

 

What to continue doing?

 

5

 

What’s not working?

 

What to change/do differently?

 

 

Stop – Start – Continue

 

STOP

What we’re doing now that we should stop doing

 

START

What we’re not doing now that we should start

 

CONTINUE

What we’re doing now that we should continue doing

 

Text Box: