How to check-in every quarter
👋 Introduction
We have four quarterly check-ins. This is to prevent recency bias and encourage continuous conversations and course-correction.
Your lead for a majority of the quarter
31 March
Your lead for a majority of the quarter
30 June
Your lead for a majority of the quarter
30 September
Your lead for a majority of the quarter
31 December
1️⃣ Writing check-ins
Each check-in is divided into three stages:
self-evaluation
,mentor evaluation
, andfinal check-in to align
on Strengths and Improvement Areas for the next quarter.For each skill, choose from the three performance levels—
working towards
,meeting
,exceeding
expectations. Use the examples under each skill on Progression as references.Contextualise your evaluation with specific examples of how you or the candidate worked towards, met or exceeded each criteria.
Cross-reference Wins and Feedback and use them to supplement your self-evaluation or, if you’re a mentor, the mentee’s evaluation.
2️⃣ Objective evaluations
On each skill, let the examples demonstrate "Conscious, Comfortable, Continuous, Consistent Competency":
Conscious: having devoted intentional effort to this endeavour,
Comfortable: without being overly stretched,
Continuous: for a reasonable period of time,
Consistent: reliably and evenly,
Competency: meeting the criteria.
3️⃣ Sample of a D2 check-in on Delivery
Assessment Table
Definition
Effectively delivers individual projects
Effectively delivers complex projects with multiple stakeholders
Examples
Plans and delivers small individual projects by breaking them down into smaller tasks and delivering each of them consistently and on time.
Communicates effectively with all involved stakeholders about their day-to-day task deliverables alongside the deliverables of their larger projects.
Is aware of how individual project components fits in larger projects and uses that awareness to keep the larger projects on track through collaboration with more experienced stakeholders.
Owns the delivery of large projects by breaking them down into smaller projects planned in sprints.
Manages accountability and effective communication between teammates and all involved stakeholders.
Understands the second-order effects of their project deliverables on business and strives to ensure that the business goals are met by adjusting their own project strategy, if necessary.
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