What is a Quarterly Evaluation?

A quarterly evaluation is a definite and well-detailed document that presents a clear analysis of the significant activities and performance of a person, student, working professional, employee, specific company or organization every quarter. This is a beneficial report which outlines the suggestions, comments, and other specifications concerning the status of activities, projects and other events accomplished in three months. Also, it is an efficient tool in measuring the level of quarterly growth and development of an individual, a project, a business firm or an organization, and in developing relevant decisions.

For instance, a survey conducted last June 2021 showed that 41% of business firms expect it to be easy or very easy to reach their financial commitments over the next three months, compared to the 23% in August 2020. Thus, all types of business executives, managers, project leaders, medical experts, educators, trainers, program developers, and other professionals in other fields should document crucial quarterly achievements every three months through an effective quarterly evaluation for their work and other business projects. 

Different Types of Quarterly Evaluation

Many educators, supervisors, trainers, event organizers, program developers, project managers, and other working professionals,  as well as business firms, institutions, and organizations construct and develop their own quarterly evaluation reports in eclectic ways. In this section, you will learn and understand about the different types of quarterly evaluation because your style and process of creating evaluation is determined by the type of quarterly evaluation you will develop. To help you in this matter, we will introduce and explain to you about the different types of quarterly evaluation reports below:

1. Quarterly Work Performance Evaluation

Jason Lauritsen, a human resources thought leader who advocated for restructuring performance reviews, developed a process called 4×4 Performance Management: a method structured around four questions that would promote productive conversation between an employee and the manager regarding work performance. He said that quarterly meetings are sufficient in performing a work performance evaluation. Being the immediate head of your team, paying attention and creating a thorough evaluation of your employees’ work performance every three months is integral. A quarterly work performance evaluation is a beneficial professional document that provides a clear and comprehensive summary of examined accomplishments of an employee in the company or organization every quarter. By doing this, it can help employees to be accountable for their performance improvement and be well-informed about the feedback on how they are doing.

2. Student Quarterly Evaluation

Assuring learning quality and providing regular feedback to students can be made through a student quarterly evaluation. Teachers, tutors, educators, and other teaching professionals use some exercises, tests, and other tests for the assessment of the students every quarter of the academic year. Conducting quarterly evaluations for students can positively impact how students view themselves as learners in their class and allow them to have the opportunity to grow. Plus, it can determine the critical areas in which students need more assistance or further instruction to reach success. Thus, creating a student quarterly evaluation is fundamental in facilitating the students’ academic progress. 

3. Quarterly Program Evaluation

The book Program Evaluation: Embedding Evaluation into Program Design and Development stated that evaluation is about increasing knowledge and this knowledge can be applied to enhance programs as it fosters quality, provides the necessary information to upgrade a program continuously, allocates resources in ways that can maximize effectiveness, and refines program strategies for greater impact. Doing this on a quarterly basis can help inform public and private sectors and stakeholders about the current status of the programs every three months. Plus, a quarterly evaluation of the program involves measuring if the program has accomplished its intended outcomes.

4. Quarterly Site Compliance Evaluation

Conducting an effective site compliance evaluation every three months is essential to make sure that the site being constructed is examined if it follows environmental laws and regulations. In order to properly assess their compliance with environmental regulations and requirements, quarterly inspections should be done under the statutory and regulatory program authorities. The site inspectors should interview site representatives, review records and reports, take photographs, collect samples, and observe site operations.

Benefits of Writing a Quarterly Evaluation

A statistical report shows that a total of 35.2% of businesses anticipate their gross revenue to grow in the second quarter of 2021, while 23.1% of the respondents foresee a decrease.  Although many people think quarterly evaluation as a time-consuming process, there are other individuals and business firms that have utilized evaluations to their advantage for promoting growth and development. So, what are the notable benefits of writing a comprehensive quarterly evaluation? Below are some of the primary benefits of writing a quarterly evaluation report:

1. Keeps Account of Quarterly Growth and Development 

If you are a professional who currently owns and manages a small enterprise, business project, or who is working as a teacher, trainer, or supervisor at school, then writing a quarterly evaluation report is extremely important to keep account of quarterly growth and development levels. This will guide you, the management, directors, executives, project leaders, or investors and shareholders to check and evaluate the present status of the student, employee, athlete, musician, project,  business or the company, as well as observing the possible progress that it can take towards better development. 

2. Provides Information for Organized Decision Making

Quarterly evaluation can significantly help in providing adequate information for organized decision making. Scientific method is widely used in systematic evaluation. So, it is a logical and structured endeavor that can be used by many professionals. Moreover, it determines the merit and worth of a particular idea, person, project, or business. Evaluators have the right methods, processes, standards, adn tools to guide their evaluation, especially every three months. Thus, it can identify the value proposition as well.

3. Focuses on Overall Performance

In order to focus on overall performance, it is fundamental that you write a quarterly evaluation report. These evaluation reports will greatly help in assessing effectiveness, and efficiency. It can also focus on estimating the worth of a certain product, rating the performance level of students, professors, or employees, appraising the work ethic and quality of a coworker or a fellow student, and formulating the right decisions at the right time.

4. Supports Worthwhile Recommendations

Creating quarterly evaluation reports is beneficial in supporting worthwhile recommendations as it can promote positive and constructive feedback to others. Searching for ways to develop valuable decisions is used in an effective evaluation. Then, if the teachers, project managers, immediate heads or team leaders, and other professionals use quarterly evaluation, they can guide their students, employees, projects, or their business firms in improving performance and accepting worthwhile recommendations for others.

Basic Elements of a Quarterly Evaluation

In this section, you will learn how to construct a remarkably written and comprehensive quarterly evaluation report. However, a quarterly evaluation report has different parts. Include the following elements for you to create an excellent document:


Title: One of the primary elements of a quarterly evaluation is the title. It is a simple yet powerful line of the document which demonstrates the main topic, or subject of the quarterly evaluation, as well as to entice the readers such as shareholders and investors effectively. It is typically set in a size larger than other remaining text elements in the page.Executive Summary: This part is the core of the content of your quarterly evaluation report. It provides a concise yet thorough summary concerning the activities and tasks that are completed by a student or employee, or in a certain project, work, program, or business firm in a span of three months. Being the vital section of the quarterly evaluation, it illustrates and clarifies the overall growth and performance of a student, employee, project, program, or business with a simple description of the completed tasks in the quarter. Another element to incorporate in this section is the significance, and implications of the quarterly evaluation. Performance Analysis:Analyzing the performance of an individual, project, or business thoroughly is recorded in this part. This is a fundamental section of the quarterly evaluation, providing clear and logical analysis that will be used in formulating proper decisions. Brevity and Accuracy: Indicate the integral pieces of information for decision making. Write your quarterly evaluation report accurately with the proper usage of both short words and short sentences. Keep it as brief and specific as possible. Get rid of vague words that are unnecessary to your quarterly evaluation report. We suggest that you emphasize the specific achievements and milestones and create recommendations based on evaluation questions. Then, report the quarterly evaluation to the management or stakeholders.

How to Write a Quarterly Evaluation

Michael Quinn Patton stated in Developmental Evaluation: Applying Complexity Concepts to Enhance Innovation that evaluation is designed to be congruent with and to nurture developmental, emergent, innovative, and transformative processes, and supports learning to inform action which makes a difference. Below are some easy-to-follow tips  that indicate how to design and create a professional quarterly evaluation:

Step 1: Create a Brief Overview of the Accomplishments in Every Quarter

Define the overall accomplishments and milestones of the individual, project, company or organization every three months so that you are able to create a brief and organized overview. Take note of the standard calendar quarters: Q1 consists of January to March, Q2 consists of April to June, Q3 consists of July to September, and Q4 consists of October until December.

Step 2: Indicate a Timeline of Quarterly Achievements and Milestones

What does the student, employee, working professional, program, business or project timeline of achievements and milestones demonstrate? Indicate a simple and clear timeline of the essential things already achieved in three months. Include the exact time, day, and date. 

Step 3: Develop a Thorough Evaluation 

Elaborate the accomplishments of an individual, or employee, a project or program, and/or a business firm or organization every three months. Ask the key individuals about the growth and development. Then, establish clear and solid goals and objectives. Provide useful feedback and ask how you can assist or guide them. 

Step 4:  Write with Conciseness, and Accuracy

Be more efficient in your word application. Avoid repetition of most significant points several times in your quarterly evaluation. So, keep it more concise. If you need to include some numerical figures like percentages and rates in the quarterly evaluation of the students, employees, business firms, projects or organizations, guarantee that the numbers are accurate. Additionally, you should consider your main purpose and the reader while creating the evaluation.

Step 5:  Proofread and Revise the Overall Report

Check your entire quarterly evaluation after every three months. Write all the crucial aspects in your quarterly evaluation. If you notice that you overlook some sections that require adequate points, we recommend that you proofread and revise the document.

Step 6: Prepare the Final Quarterly Evaluation

After proofreading and revising, you can now prepare the final quarterly evaluation. Include some notes and other important messages you want to convey to your target audience such as investors, stockholders, clients, school principal, parents, the public, and/or other individuals on the concluding part of your quarterly evaluation. Skim your report for final analysis and quality check. 


What are some examples of quarterly evaluation?

Some examples of quarterly evaluation are quarterly program evaluation, quarterly coaching evaluation, quarterly evaluation for licensure, clinical quarterly evaluation, psychology trainee quarterly evaluation, resident quarterly evaluation, kindergarten quarterly evaluation student record, quarterly site compliance evaluation, quarterly work performance evaluation, quarterly leadership development and evaluation, student quarterly evaluation, and more. 

What is the purpose of a quarterly evaluation?

The purpose of a quarterly evaluation is to illustrate and point out the quarterly growth and accomplishments of an individual, a project, a program, or a business firm through interpreting the method being applied, as well as measuring the overall performance according to other assessment documents, reports, and statements every three months. This is valuable in formulating proper decisions and developing systematic plans to be successful in a particular goal, project, or business.

What are the essential steps in writing a quarterly evaluation?

Begin your quarterly evaluation with a summary or overview paragraph of the highlighted goals and achievements that are fulfilled by the individual, project or the company. After that, include the essential details of the summary and a thorough analysis of the accomplished goals. Form a simple timetable to list down all the achievements and milestones that are completed every 3 months. Use some charts, graphs, tables, and other visual diagrams to illustrate the growth and development of the individual, project or company throughout the quarter surely.                                                                                        

What are the advantages of quarterly performance evaluation?

A quarterly performance evaluation provides some advantages for team leaders, department heads, and project managers as it helps them to address performance issues as soon as possible and develop a cohesive plan  to improve the performance level of the employees as they work on their assigned activities, tasks, events, programs, and other things that should be done every three months. 

Therefore, writing a clear and effective quarterly evaluation for your students, employees, business, project, program, meeting, or organization is a valuable process in keeping account of quarterly growth and development, providing information for organized decision making, focusing on overall performance, and supporting worthwhile recommendations. Be motivated by Steven Redhead’s statement: “Careful evaluation of information that is portrayed as fact is critical.” Evaluators should perform their work with accuracy, feasibility, utility, propriety, and evaluation accountability. So, here are some of our downloadable and printable quarterly evaluation report samples available in different kinds of formats. Simply click the quarterly evaluation templates in this article and start downloading now!