---
title: Quarterly Checklist for Team Members and Managers
description: Checklist
---

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# Quarterly Checklist for Team Members and Managers

## Use this checklist at the start and close of each quarter to make sure your company is and account are all ready to go. This is meant as a general guide; steps may vary depending on your company's specific setup.

### **Team Members**

### 1. Close Out the Current Quarter

- Review your own **Quarterly Priorities** and confirm they are marked as complete or updated to carry over into the next quarter.
- Confirm all of your outstanding Action Items are either completed, updated with current status, or intentionally carried into next quarter using the **Move Priority** function.
- Review your Metrics to confirm data has been consistently entered with no gaps.
- If applicable, complete any Reviews you have been assigned as a Reviewer or Reviewee.

### 2. Prepare for the New Quarter

- Create new **Quarterly Priorities**, including **Sub-Priorities** and **Action Items** with correct due dates.
- Review your **Metrics** to confirm if they should still be tracked in the current quarter. If so, ensure the new Targets have been entered.
- Review your **Scorecard** to confirm your role, function, and reporting relationship are still accurate.
- Review **Meeting Agendas** and cadences to confirm if any information should be updated. Tag the **Metrics** and **Priorities** that should be present in the respective **Meetings**.

### 3. Review with your Manager

- Confirm any changes with your Manager and review if any other changes are required.

 

### **Managers**

  1. Reviews

- Complete or facilitate any Reviews scheduled to close out at the end of this quarter
- Schedule or confirm upcoming Reviews for the new quarter
- Confirm Lock and Score Privacy settings match your intended process (Manual, Shared, or Review Date)
- Confirm Reviewers and Organizers are correctly assigned for each Review
- Follow up with any Direct Reports who have outstanding Reviews to complete

2\. Review Scorecards with Direct Reports

- Meet with each Direct Report to review their current Scorecard
- Confirm their role, function, and reporting relationship are still accurate
- Update Scorecards to reflect any role changes, promotions, or new hires
- Discuss and align on their Quarterly Priorities for the new quarter
- Confirm their Metrics are still relevant, and update targets and type as needed

3\. Meetings

- Review for any Meetings to be re-scheduled due to holidays, vacations or other purposes.
- Review your recurring meeting cadence (Daily Huddle, Weekly, Monthly, Quarterly) to confirm dates align with the new quarter
- Update Agenda Items and Attendee Lists as needed

4\. One Page Plan

- Confirm the BHAG, Core Values, Purpose, and Brand Promises are still accurate and require no updates
- Review the 3HAG and 1HAG to confirm the business is still tracking toward the annual and 3-year goals
- Update the QHAG (Quarterly Highly Achievable Goal) to reflect the new quarter's focus
- Walk through the **One Page Plan** end to end to confirm it reflects the new quarter accurately
- Communicate any major changes to your Direct Reports ahead of the new quarter's first meeting

 5. KFFM

- Confirm the **KFFM** reflects the metrics most critical to this quarter's focus and the colour-scoring reflecting the departments' health is accurate.
- Update or add metrics to the KFFM if needed.

6\. Swimlanes

- Review **Swimlanes** to confirm they still accurately reflect your team's goals for the upcoming quarters and that the **Quarterly Priorities** set for the upcoming quarter align with the plan.
- Update or add **Swimlanes** if new workflows or processes have been introduced

7\. Function Chart

- Confirm the **Function Chart** reflects current functions across the team
- Update if any functions have shifted or been reassigned during the quarter

8\. Team View

- Review **Team View** to confirm reporting lines and functions are displaying accurately
- Confirm all active team members have an assigned **Scorecard**, since this is what populates **Team View**

9\. Team Member Access Levels

- Review access levels (Admin, Assistant, Team Member, etc.) for your Direct Reports to confirm they are still appropriate
- Update access levels for any role changes, promotions, or new hires
- Confirm departing team members have had their access removed or adjusted as needed

---

Need help with any of these steps? Our team offers unlimited live training, including 1:1 sessions and weekly webinars. Reach out to [support@metronomegrowthsystems.com](mailto:support@metronomegrowthsystems.com) anytime.

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