Quarterly Conversation

Purpose

An EOS meeting, where the employee does a lot of the talking. The people manager should sit in curiosity asking questions, beginning with the prompt and asking follow-up questions. The manager should have their own answers to the questions as well, but that is secondary to the direction the employee wants to take it in.

Additionally, this is a quarterly check on progress toward the goals set at the annual meeting, allowing the time to readjust where needed, then plan for the following quarter.

Duration = 1 hour

In Person - not at the DORIS office, generally a coffee shop

Agenda

1. What’s Working?

2. What’s Not Working?

3. Professional Development Rock

1. Debrief on whether the intended impact was actualized

2. Were the goals met? If so, how? If not, why?

4. Plan for next quarter PD Rock

1. Create goals to achieve in by next Quarterly conversation