As a business running on EOS®, your Managers and Direct Reports probably hold two types of conversations, Quarterly and Annual. 

The Quarterly Conversation is an informal**, face-to-face conversation. The forms are meant to be filled out and exported or viewed together on screen.

**Learn about new "formal' Quarterly Conversations here.

An Annual Review is a formal, documented HR conversation, so you can run a meeting comparing these responses within Ninety after each party fills out the forms. 

Here is a deeper dive into what this means for each conversation:


Quarterly Conversations

The Quarterly Conversation is simply a one-hour, one-on-one meeting with a manager and direct report every 90 days. It’s an opportunity for each of you to share what’s working and what’s not. It’s not a performance review; it’s just a conversation.

Ninety gives you the ability to prepare thoughts for this conversation through filling out forms, and then bringing these notes to your meeting. 

In Ninety, the steps for your Quarterly are:

  1. Create the Quarterly Conversation 

  2. Fill out the Forms to prepare for the convo. Once each party submits their forms on their own, they can see each other's responses.

  3. Print your Forms to PDF (or view them in the software).

  4. Bring your responses (PDF or laptop/tablet/phone) to your in person conversation!

Typically each party reviews themselves and the other party with two forms (completed in step 2 above)

  1. The Managee Assessment is what the Direct Report is reviewed on and contains the People Analyzer™ and their Rocks. 

  2. Managers are reviewed on a Leadership and Management Assessment.

Once these forms are completed as a guideline for the conversation, they can be printed out or viewed in the software to be brought to the one-on-one meeting (steps 3 and 4 above).

Annual Reviews

Managers and Direct Reports can use the same format as the Quarterly Conversation to hold a more formal, documented conversation called the Annual Review. These typically take place once a year, but can be used any time you want to have a more formal conversation.

Ninety gives you the ability to document your thoughts for this meeting, and then run the meeting using the software. 

In Ninety, the steps to complete a Formal Conversation are:

  1. Create the Annual Review

  2. Fill out the Forms to prepare for the convo. Once each party submits their forms on their own, they can see each other's responses.

  3. Run the Meeting, done within Ninety.

The Annual Review has the same Manager and Managee Assessments, but also allows for additional questions to be added to the Managee Assessment. The 3 default additional sections are: Strengths and Accomplishments, Improvement Areas, Plan to Get on Track.

Once each party completes the forms (step 2), the Annual Review can be run using Ninety so that a record of how the employee is doing remains in the archive for reference (step 3).


Role Permissions:

Based on your role, you will be able to see specific content on these pages. 

  • Owner, Admin & Implementer: Can see all conversations in their company.

  • Manager & Managee: Can see all conversations they are a part of. 

  • Observer: Does not see the Feedback Tool.

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