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.

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