Quarterly Performance Check-In Template
A lightweight quarterly performance check-in template to review goal progress, give feedback, and reset priorities between formal reviews.
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What you get
- A short, forward-looking check-in that fits in 30 minutes
- A goal-progress tracker with status and blockers
- Two-way feedback and support prompts
- A priority reset for the coming quarter
Template preview
The structure, not the finished file. The PDF and CSV carry the complete version.
Check-in details
- Employee
- Manager
- Quarter
- Date
Goal progress
| Goal | Status | Progress notes | Blockers |
|---|
Two-way feedback
Feedback prompts
- What's gone well this quarter
- What's been challenging
- One thing the employee wants more or less of
- One thing the manager can do to help
Wellbeing & engagement
- Is your workload sustainable?
- Do you feel your work is recognised?
- Are you learning and growing?
- Anything making you consider your future here?
The preview stops here; the template continues in the download.
How to use this template
- Keep it light. This is a touchpoint, not a formal appraisal — focus on momentum, blockers, and the next quarter.
- Review goal progress. Walk through each goal's status together and agree what changes, continues, or gets dropped.
- Reset and recommit. Confirm the top priorities for the next quarter and any support the employee needs to hit them.
Frequently asked questions
How is a quarterly check-in different from a performance review?
A check-in is short, informal, and forward-looking — it's about momentum and course-correction. A formal review is a deeper, documented assessment of a whole period. Check-ins keep the review from holding any surprises.
Do quarterly check-ins replace 1-on-1s?
No. Weekly or fortnightly 1:1s handle day-to-day work and blockers. The quarterly check-in zooms out to look at goal progress, growth, and priorities across the whole quarter.
How long should a quarterly check-in take?
About 30 minutes. Keep it focused on goal progress, feedback, and resetting priorities. If it's running long, the heavier topics probably belong in your regular 1:1s instead.