Quarterly Employee Check-in Process

With it being near the end of the quarter, it’s a good time to revisit the idea of a quarterly employee check-in or lightweight quarterly performance review. When the startup is small, this can be overkill, but as it grows, this is critical. At Pardot, we kept things simple and answered these four questions every quarter in a Google Doc:

  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.)

Pretty easy, right? Once the doc was done, the manager and direct report met for 30–45 minutes to talk through it, and the manager provided any coaching or feedback.

Entrepreneurs would do well to implement a quarterly employee check-in process as the startup grows.

What else? What are some more thoughts on a quarterly employee check-in process?

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