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Quarterly Goal Development Session Template

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Discuss professional development with direct reports and talk about major projects, initiatives, and roadblocks. Curated by Amelia Burley from Shopify.

Expert-Approved
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Quarterly Goal Development Session
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Quarterly Goal Development Session
Today @ 10:30 - 11 AM
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Quarterly Goal Development Session
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Quarterly Goal Development Session Template
By Shopify
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Quarterly Goal Development Session Template:

1 Short Term (1 month)

What do you know is on your plate for the next four weeks?

2 Medium Term (3 months)

Medium term outcome you wish to achieve.

3Long Term (1 year)

Where do you want to be in a year from now? What are your long term directional plans?

5 Notepad

Anything to write down?

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Shopify

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Shopify

Shopify is a leading global commerce company, providing trusted tools to start, grow, market, and manage a retail business of any size. Shopify makes commerce better for everyone with a platform and services that are engineered for reliability, while delivering a better shopping experience for consumers everywhere. Shopify powers millions of businesses in more than 175 countries and is trusted by brands such as Allbirds, Gymshark, PepsiCo, Staples, and many more.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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