The objective of the Quarterly Conversation is to discuss what's working and what's not working in three major areas: Core Values, Rocks, and Roles. The Quarterly Conversation is one of the most important tools for maintaining strong and healthy relationships with your direct reports.
To view the template for Quarterly Conversations, go to this page
Then, click the down arrow next to the “New” button:
Select the Quarterly Conversations template
Remember, the goal is not to have a performance conversation or have a form. You can bring notes to have a focused conversation, but it is not a performance evaluation.
https://www.youtube.com/watch?v=8M0SqdixD4M
https://www.eosworldwide.com/clarity-break/the-quarterly-conversation-whats-stopping-you
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Disclaimer: This template is not affiliated with, endorsed, approved, or sponsored by EOS Worldwide. All registered trademarks mentioned herein, including "EOS®," "Entrepreneurial Operating System®," "EOS Model®," "EOS Process®," "Traction®," "The Meeting Pulse®," "V/TO®," "Vision/Traction Organizer®," "The Accountability Chart®," are the property of EOS Worldwide, LLC. This template is an independent creation for informational purposes only.
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