In this article, we will help you understand some best practices for completing your review, explaining the different sections, what / how to complete them, and what the other party will view.
Quarterly vs. Annual
When completing a review, there are not many differences between the two review types:
- Custom Questions: The Quarterly Conversation does NOT have any custom questions but the Annual Review can.
- Review Meeting: Quarterly Conversation does not have a meeting that gets scheduled after, but for the Annual Review, once each parties forms are complete, you will join a meeting with the other party to review responses together.
Learn more about the differences between a Quarterly Conversations and Annual Reviews here.