Notion – Quarterly Check-In Template

This template is perfect for checking in, discussing quarterly results, reviewing strategy and setting action items.

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Notion – Quarterly Check-In Template

This template is perfect for checking in, discussing quarterly results, reviewing strategy and setting action items. Quarterly performance reviews provide a formalized yet quality conversation between managers and their direct report. They also provide an opportunity to discuss areas of improvement and set goals on a regular basis.

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’re looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

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After purchase

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

    • Click on the template download link in Gumroad
    • When viewing the Notion template, click on the β€œDuplicate” link in the top-right of your screen
    • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

 

What is the purpose of a check-in meeting with staff?

The purpose of a check-in meeting is to provide an opportunity for you and your team members to meet, discuss issues, and get feedback on how things are going. The meetings should be scheduled at least once per month. They can be held in person or via video conference (Skype).

 

Why are check-in meetings important?

Check-in meetings allow you to see what’s happening in your organization, hear about successes and challenges, and give you an opportunity to ask questions. These meetings also help you understand how your employees feel about their jobs and work environment.

 

What is the difference between a Check-in and a Warm-up?

A warm-up is a quick introduction to the day ahead. A check-in is more formal and allows time for deeper discussions. You may want to schedule one check-in meeting each morning/week/month/quarter.

 

How do I prepare for my check-in meeting?

Prepare by reviewing the following:

  • Your goals for the quarter
  • Any changes that have occurred since last quarter
  • Any new projects or initiatives underway
  • Any concerns or problems that need to be addressed

If possible, review any documents related to these topics. If not, make sure you have all relevant information available when you arrive so you don’t waste time looking for it.

 

How often should I hold check-in meetings?

You should plan to hold monthly or quarterly check-in meetings. However, if there is something urgent that needs immediate attention, you may choose to hold a check-in meeting sooner.

Template Type

Premium

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