Quarterly Check-In Agenda Template

Advisor: [Name] · Quarter: Q[1–4] [Year] · Duration: 45 minutes

Quarterly touchpoints maintain relationships without overburdening busy advisors. Send this outline a few days ahead.

1. Relationship check-in (5 min)

• What's new in your world? (Let them talk first.)
• Brief personal update from you (1–2 minutes max).

2. Progress since last conversation (10 min)

Goals you committed to last quarter:

Wins worth naming:

Misses or surprises:

3. Current challenge — one primary topic (20 min)

The situation (3–4 sentences):

What I've already decided:

Where I'm stuck:

Specific ask for this conversation:

(e.g., "Pressure-test my plan" / "Help me see blind spots" / "Intro strategy")

Notes from discussion:

4. Board composition & gaps (5 min) — optional

• Am I over-relying on one archetype (Sage, Connector, etc.)?
• Is there a perspective I'm missing (industry, function, stage)?
• Anyone you'd suggest I learn from?

5. Commitments & close (5 min)

My actions before next quarter:

Their offered help (if any): intros, reading, async feedback

Next touchpoint: [Date or "email update in Q+1"]

• Send thank-you + summary within one week
• Add follow-ups to task system