Prepare and Run a Quarterly Review

Learn how to conduct an in-person or remote Quarterly Review with Ninety

Written by Amanda Barfield

Updated at September 11th, 2025

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Table of Contents

What Are Reviews? Role Permissions Creating a Review Preparing the Forms Editing the Forms Overview Tab Settings Tab Completing the Forms Holding the Meeting Printing Review Responses Viewing Past Responses

What Are Reviews?

Using the Feedback tool, Managers can initiate Quarterly and Annual Reviews that help prepare both the Manager and the Team Member. It's an opportunity to share what's working and what's not.

In Ninety, the steps to complete a Review are:

  1. The Manager creates the Review.
  2. Both parties fill out the forms prior to the scheduled meeting.
  3. The manager starts the meeting on the agreed-upon date in Ninety to see both responses in a side-by-side view.
  4. Meeting and Review are completed.

All Reviews and answers are saved indefinitely within Ninety. They can also be printed out through PDF.

 

 

Role Permissions

  • Owner, Admin, and Implementer — Can see all Reviews and create Reviews
  • Manager — Can see and create Reviews for themselves and their team
  • Team Member — Can see Reviews they're a part of. Can't create Reviews.
  • Observer — Cannot see the 1-on-1 Feedback tool.

 

Creating a Review

It's important to remember that anyone can create a Quarterly or Annual Review between two people. This means that assistants, HR professionals, meeting facilitators, and others can quickly set up a Review between any Ninety users in the company.

  1. Navigate to the Feedback tool.
  2. Click either Quarterly Review tab or Annual Review tab
  3. If there are no active Reviews, click the Create Review button. Otherwise, click + Quarterly Review in the upper right.
  4. Click Settings to change any functionality of the Review.
  5. Title the Review.
  6. Add a description.
  7. Choose a "Time Period" date range for Rocks, To-Dos, and KPIs included in the Review.
  8. Choose a "Due Date" for participants to complete the forms and have a meeting.
  9. Identify the Manager
    1. Initially, the Manager spot defaults to the user creating the Review.
  10. Click the Person icon to add a Manadee to the meeting.
    1. If this user has multiple roles, select only one Seat for this Review.
  11. Click Create Review. Once the Review is scheduled, Ninety sends a notification email to both the Manager and Managee involved in the meeting.

 

Only the participants listed can complete the form.

 

 

 

Preparing the Forms

After creating the Review, you can click Start Form Review. 

The managee assesses their performance and then their Manager's. The Manager reviews their performance, and then the Managee's.

  1. Click Start Form 
    The first section assesses the managee on the company's Core Values, Competency, Commitment, Capacity for the Seat, and their performance data on Rocks, To-Dos, and KPIs from each of their teams.
  2. Next, the Manager is assessed. Ninety uses the Lead, Agree, Coach assessment for Managers.
  3. Click Finish to submit your form, or click Save for Later to return to the form at a later date.

Once you hit finish, you can no longer edit a Review form.

 

 

 

 

 

Editing the Forms

Overview Tab

After you've created a Review, you have the ability to edit various fields related to the forms and meeting. For example, if you schedule the Due Date as March 10th, but one of the participants has a conflict, you can change that Due Date without having to delete the current Review and create a new one.

Editable Fields: Name, description, and due date (only the Manager can edit the due date).

Edits can only happen before the Review as a whole is complete. A complete Review can mean a meeting was held, or forms are complete (if a meeting isn't going to be held). The Review is locked.

 

Settings Tab

Accessible and viewable by both users, but only the Manager on the discussion can edit the settings.

  • Before someone starts the form, all the settings can be edited.
  • Once the discussion is started, these cannot be edited. You see the message "Review in progress, these cannot be changed."
  •  

Completing the Forms

  • Click Save for Later to save your progress at any time.
  • After completing the forms, click Finish.
  • The other Review member sees that the form is complete.
  • Even after completing, clicking the Pencil icon allows you to edit your responses.
  • After completing the form, click the PDF icon to export and print responses.
  • Clicking on the Review opens the details panel on the right showing both parties' responses after the submission.

 

Holding the Meeting

After both parties have submitted their form responses, the option to Start Meeting displays. When started, the meeting shows a side-by-side comparison of the form responses.

Tip: Run the Review from only one person's computer. All entries are editable within the Review by either party.

At the end of the meeting, each party electronically signs and dates the form — this step concludes the session. Users then mark the Review complete and archived.

Printing Review Responses

After you complete the meeting, the responses are saved indefinitely in Ninety. You can also print the responses for your records.

  1. Return to the 1-on-1 Feedback tool.
  2. On the Filters taskbar, click the toggle to Show Completed Reviews.
  3. Navigate to the Review you wish to print.
  4. Click the PDF icon next to the View Form link.
  5. Download the PDF and print it as needed.

 

Viewing Past Responses

Within Ninety, all previous responses are saved indefinitely in the UI.

  1. Click Feedback from the sidebar.
  2. Choose either the Quarterly Reviews or Annual Reviews tab.
  3. Toggle Show Completed to on. This provides a list of all previously completed Reviews, along with the following details and options.
    1. Manager name
    2. Managee name
    3. Date it was completed
    4. PDF form — you can either view it on the platform or you can print it out for your records
informal formal quarterly conversation accelerate

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