Is the quarterly business review template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for managers

Quarterly business review template with every task dated from the day you start

The unit's quarter reviewed with each advisor and rolled up for the director.

3 sections
10 tasks
Opens as a list
Dated from day 1

Quarterly business review

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Prepare

Pull the quarter's numbers per advisorDay 1
Book a 45-minute review with each advisorDay 2
Five questions for every reviewDay 2What worked, what did not, what would you do differently, what do you need from me, what is the target next quarter.

Reviews

Review: [advisor]Day 8, 10:00
Review: [advisor]Day 8, 14:00
Review: [advisor]Day 9, 10:00
Review: [advisor]Day 9, 14:00

Roll up

One page: the unit's quarter, the trend, next quarter's planDay 13High
Send it to the directorDay 15
Set each advisor's next-quarter target as a task in their coaching projectDay 15

About this template

Once a quarter, sit with each advisor and look at the trend, then roll the unit up into one page for the director. This project holds both: a review meeting per advisor and the summary work after.

Tips from the template

Add a review task per advisor under "Reviews".
Use the same five questions for everyone so the summary is comparable.
Send the one-pager to the director within a week of the last review.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Quarterly business review and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

Templates like this one

See every template

Questions

Run it with the dates filled in.

Book a walkthrough to see the templates in the app.

Book a walkthrough See pricing