Free agenda template

Monthly Check-In (30 minutes)

A simple template to get you started on a monthly routine with your direct reports. Works well on its own as a monthly routine, or, as a monthly supplement to our Weekly Check-In template.
Monthly Check-In (30 minutes)
MeetingAction itemsDecisions
How are you? How is life outside of work?
What have you been focused on this month? What’s gone really well lately? What’s been a challenge?
What is your focus this coming month? Is there anything you need from me to achieve your goals?
How are you feeling about your work overall?
Do you have any feedback for myself or for the team?
Are there any problems or issues that I should know about?
What could I do as a manager to make work better?
Is there anything else you want to talk about?