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Quarterly Reviews

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Quarterly reviews serve as checkpoints to assess progress, address any roadblocks, and adjust goals as needed. These conversations allow managers and employees to step back from day-to-day work and evaluate how well an employee’s performance aligns with company objectives.

Resources

  • LM-410-T

    Template

    Employee Self-Assessment

    Two weeks before the scheduled quarterly review, employees should complete a self-assessment that prompts them to reflect on their accomplishments, challenges, and alignment with company values.
    Use the template

  • LM-411-T

    Template

    Manager Review

    Before a Quarterly Review meeting, managers should evaluate the employee's progress using self-assessments, ongoing feedback, and performance data. Identify key strengths, areas for improvement, and coaching opportunities to guide a productive, development-focused conversation.
    Use the template

  • LM-412-T

    Template

    Team Member Evaluations

    Quarterly Team Member Evaluations provide a structured framework for reviewing employee performance, recognizing achievements, and identifying opportunities for growth. Use this evaluation to support meaningful feedback, align goals, and encourage continuous development.
    Use the template

  • LM-413-G

    Guide

    Quarterly Review and Planning

    Quarterly Reviews aren’t just another meeting, they’re a crucial pause-and-pivot moment in your rhythm of business. This guide walks you through facilitating a strategic quarterly meeting.
    Recommended first step
    Start with the guide