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My Quarterly Conversation

Shared by Accounting Therapy, Inc.
Taylor Ammons
"This template is to be used to be created by a Team Leader and assigned to their direct report/team member. The direct report/team member is to utilize it throughout the quarter to track notes regarding things to discuss during their quarterly conversation. Additionally, it is used as a resource to prep for their quarterly conversation with their team leader."
This template includes
  • 11 tasks
  • 4 task descriptions
  • 1 section
  • 1 assignee role
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