# Quarterly Career Conversation Template

Purpose: A dedicated quarterly conversation focused on a direct report's aspirations, strengths, skill gaps, and next development steps, separate from day-to-day work.

- Duration: 45 minutes
- Cadence: Quarterly
- Participants: Manager and direct report

## Agenda

- [ ] Frame the conversation (5 min)
- [ ] Aspirations and direction (12 min)
- [ ] Strengths and skill gaps (12 min)
- [ ] Opportunities and support (10 min)
- [ ] Next steps (6 min)

## Questions to ask

- Where do you want to be in two to three years?
- What kind of work makes you lose track of time?
- Which of your strengths feel underused right now?
- What skill, if you grew it, would change the most?
- What experience or project would stretch you well?
- How can I best support your growth from here?

## Action items

- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________

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