Updated Quarterly Check-ins

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Image by Jose and Roxanne via Flickr

We’re mixing things up this quarter and doing quarterly check-ins instead of quarterly performance reviews. OK, so they are pretty much the same thing but we tweaked the naming to reflect that this is a conversation with your manager/direct report, it isn’t tied to an immediate raise/promotion, and is important for aligning goals. I’ve talked about performance reviews several times before. Here are the questions we ask now:

  1. What did you accomplish this quarter? (List top 5-10 accomplishments)
  2. What 3-5 goals will you focus on next quarter?
  3. How can you improve?
  4. How are you embracing the company values? (Please provide specific examples.)

The quarterly check-ins are frequent enough to remember what you accomplished and infrequent enough to not be burdensome. My recommendation is to do something similar to facilitate communication and feedback on a regular basis.

What else? What other ideas do you have about check-ins/performance reviews?

Comments

25 responses to “Updated Quarterly Check-ins”

  1. Charles Brian Quinn Avatar

    You probably already have a 360 mechanism in place, but in our performance reviews, we always ask: “What can we, the company (Highgroove) do to help you succeed, which is an easier way of finding out: “what are we doing wrong and right?” but in a more positive way….

  2. […] Quarterly check-ins that act like a lightweight performance review […]

  3. […] Quarterly check-in – Lightweight performance review answering questions what did you accomplish last quarter, what are you going to do this quarter, how can you improve, and how are you following the values […]

  4. […] each person about career path options (we don’t do annual performance reviews but we do do quarterly check-ins that are simplified […]

  5. […] so many different management tools like the simplified one page strategic plan, quarterly check-ins, and board decks, it’s easy to spend an inordinate amount of time doing management stuff […]

  6. […] daily check-ins (accountability). There are a number of other techniques like weekly tacticals, quarterly check-ins, and LED scoreboards to help with planning and accountability. Overall, I recognize planning and […]

  7. […] quarterly check-ins with every team […]

  8. […] should meet with team members and talk about career interests at the quarterly check-ins such that potential career paths and timelines are well […]

  9. […] Quarterly Check-ins – Whether it’s monthly sit-downs or quarterly, it’s critical to spend time with team members and constantly calibrate. With tiny startups, it’s more ad hoc and formalizes as the business grows. […]

  10. […] Reinforce the core values with each quarterly check-in […]

  11. Eduardo Fernández Avatar

    Do you use the same questions for managers and non-managers? How about managers of managers?

    1. David Cummings Avatar
      David Cummings

      Yes, same questions for everyone

      1. Eduardo Fernández Avatar

        Thanks David, this is extremely useful. Another quick question: do you have managers answer questions in writing about their reports? Or is the written check-in one way only?

  12. […] positive, self-starting, and supportive. These values were used extensively in our hiring process, quarterly check-ins, and the day-to-day running of the business. Only, we had an arch enemy competitor that was […]

  13. […] Analyze the personal goals on a quarterly basis as part of the quarterly check-ins […]

  14. […] the quarterly check-ins and recalibrate with every team […]

  15. […] coaching – Spell out what’s expected of managers in terms of weekly one-on-ones, quarterly check-ins, […]

  16. […] following questions have been found effective in facilitating quarterly conversations between managers and […]

  17. […] Reinforce the core values with each quarterly check-in […]

  18. […] Quarterly Check-ins – Whether it’s monthly or quarterly check-ins, it’s critical to spend time with team members and constantly calibrate. With small startups, it’s more ad hoc and formalizes as the business grows. […]

  19. […] Quarterly Check-ins – Whether it’s monthly or quarterly check-ins, it’s critical to spend time with team members and constantly calibrate. With small startups, it’s more ad hoc and formalizes as the business grows. […]

  20. […] Quarterly Check-ins – Run the performance review quarterly. […]

  21. […] Culture Anecdotes at Quarterly Reviews – Update the quarterly check-in process with the question “how are you following the values?” and require an anecdote for each […]

  22. […] following questions have been found effective in facilitating quarterly conversations between managers and […]

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