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Quarterly Goal Development Session Template

Discuss professional development with direct reports and talk about major projects, initiatives, and roadblocks. Curated by Amelia Burley from Shopify.

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What’s inside this Quarterly Goal Development Session Template:

1 Short Term (1 month)

What do you know is on your plate for the next four weeks?

2 Medium Term (3 months)

Medium term outcome you wish to achieve.

3Long Term (1 year)

Where do you want to be in a year from now? What are your long term directional plans?

5 Notepad

Anything to write down?

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