This template helps structure meaningful quarterly conversations between managers and team members at Datum. Each person should complete the template before a conversation, focusing on honest reflection and forward-looking discussion. The purpose is to foster open communication, align on priorities, identify support needs, and enable growth.
Tips for Success
- Be honest and specific in your responses
- Focus on the future as much as the past
- Come prepared with examples
- Remember this is a conversation, not an evaluation
- Be constructive when discussing challenges and include potential solutions
- Ground level/step discussions in evidence of impact and performance
1. Current State
What’s going well right now? What challenges are you facing? How can I help?
2. Last Quarter Reflection
What impact did you have last quarter? What felt successful? What do you want to improve or work on differently?
3. Growth & Development
Datum’s compensation framework uses levels to reflect impact, and steps to reflect performance within that level.
- How do you see yourself performing at your current level? What examples demonstrate this?
- How are you developing in your role? What skills are you building?
- What would progression look like for you?
4. Collaboration & Input
Where could your expertise be better utilized? What initiatives excite you?
How can we work together more effectively?
5. Values & Culture
What Datum core values do you embody?
What values are you working to strengthen?
6. Manager Support
What should I stop/start/continue doing to support you better?
7. Conversation Summary
Key takeaways and action items from our conversation: