1-on-1 Quarterly Check-in

Quarterly or yearly check-in to evaluate overall how employees feel and monitor their attitude...

Steps
10
Last edited
Apr 5, 2024
Created by
Nova

About this process

Quarterly or yearly check-in to evaluate overall how employees feel and monitor their growth and attitude at work.

The process in detail

10 steps
  1. 1

    How are things going? Which task or project are you most confident in and why?

  2. 2

    How would colleagues and clients address your work?

  3. 3

    What are some hurdles you’ve experienced since our last check-in?

  4. 4

    How would you describe your work quality?

  5. 5

    What can we do to better improve your performance and growth?

  6. 6

    Notes & Action Items.

  7. 7

    Is this employee performing to the best of their abilities and producing high-quality work?

  8. 8

    Is this employee engaged and motivated in their role?

  9. 9

    This employee takes a proactive approach to their work, their ability to take initiative, and their commitment to continuous improvement is high.

  10. 10

    Employee evaluation.

Read the full text
1. How are things going? Which task or project are you most confident in and why?

Start your team meetings by having everyone share at least one win.

Additional questions:

🧞‍♀‍What aspects of your work do you find most fulfilling?

🧞Are there any areas where you feel you could contribute more effectively to the team?

🧞‍♂‍On a scale of 1 to 10, how satisfied are you with your current role and the team environment, and what could be done to improve this rating?

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2. How would colleagues and clients address your work?
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3. What are some hurdles you’ve experienced since our last check-in?
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4. How would you describe your work quality?

Additional questions:

⭐ How do you ensure that you meet deadlines and deliverables in your role without needing constant supervision?

⭐ Have you ever identified a problem or opportunity for improvement within your responsibilities and taken proactive steps to address it? Have you ever faced a setback or challenge in your role, and how did you take ownership of finding a solution?

⭐ How do you demonstrate initiative and proactivity in your day-to-day work beyond what is explicitly assigned to you by your manager?

⭐ Can you share instances where you've taken the lead or volunteered for additional responsibilities to drive positive change or innovation within the team or organization?

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5. What can we do to better improve your performance and growth?
•What steps are you taking to improve your work quality? How effective have these steps been so far?
•What tools would you need from me to assist your action plan?
•Do you face any distractions from work?
•Do you feel hesitant about any aspect of work?
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6. Notes & Action Items.

This is visible to collaborators.

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7. Is this employee performing to the best of their abilities and producing high-quality work?

Don't ask your employee directly. Use these questions to evaluate if their level of perfectionism aligns with yours and with feedback you have received from other team members.

Choose one
  • Underperforms
  • Needs improvement
  • Meets expectations
  • Exceeds expectations
8. Is this employee engaged and motivated in their role?

Don't ask your employee directly. Use these questions to evaluate if their level of perfectionism aligns with yours and with feedback you have received from other team members.

Choose one
  • No
  • Neutral
  • Engaged
  • Engaged & Motivated
  • High Motivation & engagement
9. This employee takes a proactive approach to their work, their ability to take initiative, and their commitment to continuous improvement is high.

Don't ask your employee directly. Use these questions to evaluate if they have a proactive attitude. (Employee takes initiative and works on tasks beyond their manager's requests and basic responsibilities)

Questions you can ask during this check in session:

👉Can you describe a situation where you took the lead on a collaborative project or initiative?

👉Are there any skills or areas of knowledge you've proactively sought to develop to enhance your effectiveness in your current role?

👉Can you provide an example of a project or task you've taken on independently without being asked by your manager? Can you share a time when you volunteered for additional responsibilities or projects that were not part of your regular job duties?

Choose one
  • Needs improvement
  • Neutral
  • Proactive
  • Excellent attitude
10. Employee evaluation.

Don't ask your employee directly. Use these questions to evaluate if their level of perfectionism aligns with yours and with feedback you have received from other team members. Consider the following:

•Is this employee performing to the best of their abilities and producing high-quality work?
•Is this employee engaged and motivated in their role?
•How is this employee doing overall and how far are they from achieving their goals?

Add your notes here.

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Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNova·Official process
Last edited Apr 5, 2024·10 steps