The Exact 5-5-5 Quarterly Eval Template We Use to Keep Our Team Aligned, On Track & Growing

Quarterly check-ins that make raises, role changes & 'right fit' decisions crystal clear — no more surprises at year-end.

  • Rate alignment on 3–5 Core Values/Ethos so everyone lives your culture daily
  • Review 3–5 Main Roles & KPIs to eliminate scope creep & confusion
  • Track Rocks progress quarterly so big projects actually get done
  • Conversational "What's Working / Not Working" section for honest 2-way feedback
  • Development Goals & Notes to build people instead of just critiquing
  • Plug-and-play Google Sheet — customize with your values, promises & roles in minutes
  • Bonus: Quick video walkthrough from Ops Experts Club hosts on how we use it
  • Rate alignment on 3–5 Core Values/Ethos so everyone lives your culture daily
  • Review 3–5 Main Roles & KPIs to eliminate scope creep & confusion
  • Track Rocks progress quarterly so big projects actually get done
  • Conversational "What's Working / Not Working" section for honest 2-way feedback
  • Development Goals & Notes to build people instead of just critiquing
  • Plug-and-play Google Sheet — customize with your values, promises & roles in minutes
  • Bonus: Quick video walkthrough from Ops Experts Club hosts on how we use it
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