QUARTERLY REVIEW TEMPLATE FOR TEAM LEADERS
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QUARTERLY REVIEW - <DATE> 1. What went right this quarter
2. What went wrong
3. What we learned
4. How did we do this quarter compared to how we said we would do
5. How are we doing compared to the annual plan
6. What are any new opportunities in front of us
7. What are the current biggest challenges
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8. Where do we want to be by the end of new quarter â&#x20AC;&#x201C; what are our top 3-5 goals ranked in order of importance
9. What initiatives that are specific and measurable do we need to pursue on each goal to guarantee we make it happen?
10. What will stand in the way of making it happen
11. How do we overcome what stands in the way
12. Who owns it
13. When will it be done by
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SHARON PEARSON Disruptive Leadership Module 5 Quarterly Review Template For Team Leaders Edition 1 | Version 2 | December 16 Published by The Coaching Institute Copyright 2016 Š The Coaching Institute All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photocopying and recording, or by information storage and retrieval system without permission in writing from the publisher. In some instances, people or companies portrayed in this book are illustrative examples based on the authorâ&#x20AC;&#x2122;s experiences, but they are not intended to represent a particular person or organisation.
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