This quarterly review template by Teamflect is built for organizations that want to make performance conversations more agile, consistent, and employee-inclusive. By combining self-assessments with manager evaluations, it encourages ongoing reflection and ensures that short-term goals stay on track.
Whether you’re tracking campaign progress, aligning on KPIs, or evaluating leadership and time management habits, this template keeps teams accountable across shorter, more iterative cycles.
Goal Progress Tracker
Review employee performance against previously set short-term goals, complete with progress percentages and milestone notes.
Job Performance Questions
Gather reflections on achievements, challenges, improvement areas, and short- vs. long-term career goals from both the employee and the manager.
Performance Self-Rating
Let employees rate their own performance and use it as a conversation starter for development discussions.
Goal-Oriented Follow-Up
Explore which goals were achieved, which fell short, and what’s planned for the upcoming quarter, keeping a clear line of sight across review cycles.
Visual Review Summary
A radar chart and scoring breakdown visualize how the employee is performing across areas like goal progress, leadership, cultural fit, and quality of work.
Collaborative Development Plan
Close the loop with measurable, actionable next steps. Goals added here sync with Teamflect’s broader performance and goal-tracking tools.
Verification Section
Digital sign-off fields for reviewers and reviewees to finalize the process, ensuring mutual acknowledgment and documentation.
Integrate this template seamlessly into your quarterly performance cycles with Teamflect:
Customize the questions to fit your quarterly priorities
Select the goal types, question formats, and rating areas you want to evaluate. Choose from freeform, rating scale, multiple-choice, and more.
Assign the review to employees and managers
Deploy the template manually or automatically to employees and their respective managers. Reviews can be scheduled for delivery at the end of each quarter.
Complete reviews inside Microsoft Teams or Outlook
Reviewers and employees fill out their sections within Teamflect’s app in Microsoft Teams or Outlook—no PDFs, no third-party tools.
Monitor completion and nudge where needed
HR and managers can track response status and send automated reminders to ensure nothing is delayed.
Track results and build reports
Analyze trends across departments using Teamflect’s built-in insights or export data to Power BI dashboards for deeper review.
This template is ideal for teams that value frequent performance check-ins and want to avoid the pitfalls of once-a-year feedback.
Best suited for:
Whether you're reviewing performance on a marketing campaign or tracking leadership development, this template helps ensure accountability and progress every quarter.
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