Your quarterly review

A quarterly review helps you decide what your employee should contribute next. Your business priorities may have changed even when an existing routine still runs smoothly.

Begin with the work your business needs, then decide where a handoff belongs. You do not need to expand responsibilities simply because another quarter has passed.

Choose your cue

Use your regular quarterly planning session. Bring your monthly reviews, examples of useful work, and a list of current responsibilities. Include any scheduled activity you have explicitly set up so it is considered in the review.

Write down your next quarter’s most important outcomes in your own words. Keep the list short enough to make choices.

Review the responsibilities you have

For each responsibility, ask whether it still supports a current priority. Look at quality, review effort, recurring problems, and what happened after you used the result.

Separate completion from value. Regularly producing a report is different from producing a report that someone uses to make a decision. Keep the useful work and question routines that continue mainly because they already exist.

Make this request your own

Here are my priorities for the next quarter: [add priorities]. Here are the responsibilities you currently help with and the results I can verify: [add examples]. Suggest what to keep, change, or stop. For any proposed new responsibility, identify the information, access, and human review it would require.

Choose one place to expand

If the current work is useful and reliable, choose one adjacent responsibility to try. For example, a reviewed meeting summary might lead to preparing a draft action list. That does not automatically include assigning work, contacting people, or changing another system.

Define a first test with a clear job, a visible output, and someone responsible for checking it. Confirm available capabilities before promising the new workflow to your team.

Close the loop on changes

Record what will continue, what will change, and what will stop. Where recurring work exists, confirm the change in the relevant setup. Updating a planning document alone does not stop a scheduled task.

Choose a review date and the evidence you will collect. A small set of real examples will make the next decision easier.

If priorities are still unsettled

Keep the dependable work that remains useful and postpone expansion. If you are new to CubiCrew, use Your first 90 days to establish a foundation. If a change requires different capabilities or access, ask for help before building your plans around it.