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Performance Review

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The Performance Review, or "Quarterly Review" session template is a structured approach designed to facilitate dialogue between managers and employees, focused on reflection and evaluation of the past three months, as well as planning goals for the upcoming quarter.

Suggestions and variations

  • The report should be archived for continuous monitoring and reference during the next review.
  • Vary the icebreakers from one session to another to maintain a spirit of freshness and engagement.
  • For smaller teams or those requiring closer monitoring, consider holding this meeting every month to maintain constant alignment and to dynamically respond to emerging challenges.

About the author

Author Beekast Beekast

Promote collective intelligence during your meetings, lead participatory workshops or add some energy to your meetings, drawing inspiration from Beekast’s activity templates.

Icon session
Full meeting
60 min and more
Less than 10
Evaluate and discuss past performance, plan future goals, and align expectations between the employee and the manager.
Strengthens communication, fosters professional development, increases employee engagement, and improves overall performance.
Author Beekast Beekast