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Goals & Feedback Meeting

Use this template to discuss, and summarize positive and negative moments in the past. Think and improve in the coming year.

Template Configuration

Task status


Quarterly Review

Goals for Next Quarter

Action Items




Task type

Template Details

Involving the stakeholders is crucial when establishing team goals. People won’t succeed if they don’t comprehend, own, and believe it. Use our template to have a meaningful meeting with your team members.

Why use this Goals & Feedback Meeting template?

Perhaps the best way to approach feedback is to think about the behaviors you want the person to continue doing and the behaviors you want them to change. Whether you choose to highlight a strength or a problem, keep in mind that you are just offering your assessment of your employee’s work, not his or her character.
It is crucial for us to understand that these sincere exchanges serve as the basis for a relationship built on trust. If we don’t address performance issues as soon as they arise, there could be two additional detrimental effects. First off, by ignoring the problem, we implicitly support and reinforce the behavior. Second, unspoken frustrations grow until an employee’s minor mistake unleashes a torrent of hidden resentment. The employee won’t be able to hear our criticisms even if they are valid at that point, and all trust will be lost.

That’s why we need this goals & feedback meeting template. Find a period

How to use this template?

In this work space, we created 3 categories for your convenience: “Quarterly Review,” “Goals for Next Quarter,” and “Action Items.” It’s up to you to follow the guide or create your own template.

Write down anything important and mark them as “Think,” “Discuss,” or “Act.”

Share this template to your teammates and have a nice, thoughtful meeting.

Collect opinions and feedback, then improve in the next year!

Custom Field can be shown: Type, Priority, Assignee, Expire Date
Task Type [Think] [Discuss] [Act]
Custom Field: 0
Task View: List, Board


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


4 ways feedback improves performance in the Workplace. (n.d.). Retrieved October 20, 2022, from

Setting goals when giving and receiving feedback. (n.d.). Retrieved October 20, 2022, from

Other Info

Built in 2022-10-21 11:31:27


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