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[Team Member's Name] Quarterly Conversation

Shared by Accounting Therapy, Inc.
Taylor Ammons
"This template is to be used to by a Team Leader to track notes throughout the quarter re: their direct report/team member. Additionally, it is used as a resource to prep for the quarterly conversation with the direct report/team member."
This template includes
  • 8 tasks
  • 3 sub tasks
  • 8 task descriptions
  • 2 sections
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