Goals & Feedback Meeting - Templates

About this template

Instead of the standard annual Performance Reviews, try giving this quarterly Goals & Feedback Meeting a go. Inspired by our head of marketing, Brenna Loury, this meeting has helped her team progress throughout the years by encouraging frequent feedback and goal-oriented guidance.

Share this template with your team member so you can discuss things that went well (or didn’t) during the past quarter, upcoming goals and some specific action items to work towards achieving them.

Tip: After the meeting, schedule the next one by adding a new task with a due date.

Brenna

CMO at Todoist

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Ensure priorities are clear and keep a pulse on how your team's feeling.

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Make sure newcomers have the information they need to hit the ground running.

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Stay organized and communicative as candidates progress through your hiring pipeline.

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