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End-of-Quarter Check-In: A Structured Approach

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Engagement Team

This template guides your team’s end-of-quarter check-in, covering wins, challenges, feedback, priorities, and future goals for enhanced engagement and well-being.

Slides (21)

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Wins & Successes

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What was your biggest achievement this quarter?

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Who deserves a shoutout for their contributions, and why?

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Who is going to share...

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Which aspect from this quarter should we prioritize improving in the upcoming quarter?

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Team Well-Being & Engagement

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How balanced did your workload feel this quarter?

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On a scale of 1-10

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Future Goals & Adjustments

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What should be our top three priorities for next quarter?

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Which process needs the most improvement next quarter?

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Feedback Loop

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On a scale from 1 to 10:

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Challenges & Lessons Learned

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What can we improve for our next check-in?

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