Quarterly Team Check-In Toolkit
What's Working, What's Next
Build trust through structured listening
Transform Sporadic Feedback Into Systematic Team Building
This toolkit provides two repeatable approaches to gather team insights, celebrate wins, align on priorities, and address challenges before they become significant issues—all while strengthening team connection and trust.
Turn scattered team opinions into clear priorities and shared direction through structured conversation.
Celebrate wins and acknowledge what's working well to reinforce positive team behaviors.
Identify challenges and improvement opportunities before they become major roadblocks.
Create psychological safety where team members feel heard, valued, and connected.
What's Inside the Toolkit
Four-quadrant structure that captures comprehensive team input while organizing feedback into actionable categories.
"Love" section specifically designed to celebrate wins and acknowledge what's working well on the team.
Structured discussions around challenges and priorities that help teams get on the same page.
Complete instructions for both face-to-face meetings and remote team sessions with digital tools.
Step-by-step method to turn team insights into concrete action items and commitments.
Close the feedback loop with documentation and progress tracking tools.
Ready to Build Systematic Team Connection?
Stop improvising feedback processes. Start building the momentum that comes from structured listening that drives alignment, recognition, and trust-building.
