A quarterly review is a performance check-in conducted every three months to assess an employee’s progress toward goals, provide feedback, and make adjustments as needed.
Unlike annual reviews, quarterly reviews allow for more frequent communication and timely course correction.

They are a valuable tool for maintaining alignment between employee performance and organizational objectives throughout the year.

Why Quarterly Reviews Matter

• Encourage Continuous Improvement – Frequent feedback supports growth.
  
• Boost Employee Engagement – Shows ongoing interest in employee success.
  
• Enable Goal Adjustments – Allows for timely changes based on performance trends.
  
• Strengthen Communication – Encourages open dialogue between employees and managers.
  
• Improve Performance Management – Reduces surprises during annual reviews.
  

Typical Quarterly Review Process

1. Preparation – Review previous goals and performance data.
   
2. Meeting – Discuss achievements, challenges, and development needs.
   
3. Feedback – Provide constructive and actionable input.
   
4. Goal Setting – Establish updated targets for the next quarter.
   
5. Follow-Up – Monitor progress between reviews.
   

Best Practices for Conducting Quarterly Reviews

• Keep discussions focused and actionable.
  
• Use a consistent review template for all employees.
  
• Encourage two-way feedback to promote collaboration.
  
• Recognize achievements, not just address challenges.
  
• Document outcomes for reference in future reviews.
  

FAQs: Quarterly Review

Q1: How long should a quarterly review meeting last?
A: Typically 30–60 minutes, depending on the complexity of the role.

Q2: Do quarterly reviews replace annual reviews?
A: Not necessarily—many companies use both for a complete evaluation process.

Q3: Should quarterly reviews be formal or informal?
A: They can be either, but consistency is key for fairness.

Q4: Who conducts quarterly reviews?
A: Usually the employee’s direct manager, with HR oversight.

Q5: Can quarterly reviews include peer feedback?
A: Yes—integrating multiple perspectives can enhance accuracy.