# Quarterly Conversation Template

A light, two-way quarterly one-on-one between a manager and a direct report on what is working and what could be better. Based on the EOS model.

Duration: 45 min | Cadence: Quarterly | Participants: Manager and direct report (2)

## Agenda
- [ ] Open and Set Tone (5 min) - Frame it as a conversation, not a review.
- [ ] What Is Going Well (15 min) - Both share five things going well.
- [ ] What Could Be Better (15 min) - Both share five things to improve, two-way.
- [ ] Confirm GWC and Next Steps (10 min) - Reaffirm get it, want it, capacity; agree on actions.

## Facilitator tips
- Make feedback flow both ways.
- Use specific examples, not vague impressions.
- Keep it human and unhurried.
- End with a few clear actions, not a long list.

## Notes



Free template from OrgTP. Adapt or run it live at orgtp.com/templates/eos-quarterly-conversation