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Quarterly Check-in

Quarterly performance conversation — goals, blockers, priorities. 30 min, no formal ratings.

Request pricing See it in MangoApps

Every employee gets a seat — priced per employee in Performance & Learning, quoted with this template ready.

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

What's inside this template

Last Quarter

  • Top accomplishments this quarter (required)
  • What was harder than expected?
  • Goals achieved (% of plan)

    1=<25%, 2=25-50%, 3=50-75%, 4=75-100%, 5=100%+

Next Quarter

  • Top 3 priorities for next quarter (required)
  • Anticipated blockers or risks
  • How can your manager help?

Wellbeing

  • How is your workload?

    1=Underutilized, 3=Right amount, 5=Burning out

  • How energized do you feel about your work?

Common use cases

Quarterly 1:1 manager-employee
Mid-cycle pulse
Goal recalibration

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Ready to use this template?

Every employee gets a seat. Request pricing for Performance & Learning and we quote into a workspace with Quarterly Check-in ready.

Request pricing

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.