If you do not see the conversation you need to prepare, first create the new Quarterly Conversation.

To learn what Quarterly Conversations are, read this article. Here we will discuss:

  1. How to Prepare your Quarterly Conversation Forms

  2. Export your Responses

  3. Hold your Quarterly Conversation (If you make your conversation "Formal" you will be able to run your meeting in the system)

Video Overview of Preparing Quarterly Conversations

Below you can see a breakdown of the items discussed in the video. Interested in the annual review? Details here.

Prepare your Forms

After a conversation is created, a pencil icon appears to the right. Note: only the participants listed on the review can complete the form.

Click on the Prepare Form button to get started. The first section assesses the Managee on the company’s Core Values, their Roles on their Accountability Chart Seat, and performance information like Rocks, To-do’s (excluding personal) and Measurables for all their teams. Note: If you are the Managee, you are reviewing yourself.

Next you will move on to the Manager Assessment, reviewing on the Leadership and Management fields provided.

Complete the Forms

Once you have completed the form and are ready for your Quarterly, press SUBMIT. This will indicate to the other party via the status that you are finished filling out the forms.

(Seen in the details section of a conversation).

If you are not able to complete the form in a single session, simply SAVE & EXIT in order to save your progress.

You will only see the answers you submit in the details section, and in the PDF. Once you have completed the form you can still go back to edit using the pencil icon.

Having the Quarterly Conversation

Since a Quarterly is an informal conversation, typically there is no need to save responses since most meetings are held face-to-face.

Once your portion is completed, click open the QC and select the PDF icon to export and print your responses. Bring your responses to your face-to-face meeting. Once the conversation is complete simply check it off.

Once each party completes their form for the conversation, both parties responses are visible side by side in the details section.

UPDATE: Formal Conversations

With the rise in remote work, you now have the option to "formalize" your responses. This allows reviews to be completed on the platform, just like an Annual Review. Check out this quick guide for more details - Make a Quarterly Conversation "Formal"

REMEMBER: As an Owner or Admin in the account, you will be able to see all meetings, but if you are a Manager or Managee, you will only see the conversations that you are a part of.

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