Quarterly Review

After the close of a quarter, each person’s

should conduct a 30 minute quarterly review with them.

The quarterly is a chance to connect on nuts-and-bolts performance, measure results, and set expectations and set aspirations. It is also a chance to discuss long-term vision, expectations, and hopes.

Compensation and roles can be discussed at any time, but quarterlies are especially opportune times to bring it up. The Manager should make sure to set Quarterly aspirations with each team member during the Quarterly, as well as correct performance issues from the previous quarter.


We have a standard format for quarterly reports:

Report’s Quarterly Report Template
Manager’s Quarterly Review Template