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?
More Routine 1-on-1 Templates for Managers
These templates are intended to be used at varying frequencies. Each template could be used on it’s own as your default recurring meeting, but they can also be combined to create a more dynamic flow or cycle of meetings.
Quick 1-on-1
How are you? How is life outside of work?
How are you feeling about work?
What do you want to talk about?
Are there any problems or issues that I should know about?
What could I do as a manager to make work better?
Quick 1-on-1
View template Balanced 1-on-1
How's life outside of work?
What are your top priorities this week?
What are you proud of recently? What’s something you’d like another chance at?
Are there any skills you’re interested in developing in the short term?
How’s your experience been working with the team? Can we do anything to improve our team culture?
Are our meetings a worthy use of your time? How might we improve them?
Do you feel like I give you enough feedback?
Would you like more or less direction from me?
What’s one thing I should change or start to do?
What are your long-term career goals?
Balanced 1-on-1
View template Basic 1-on-1
What do you want to talk about?
What have you been focused on since our last meeting?
What is your focus until our next meeting?
What’s gone really well lately?
What’s been a challenge?
Do you have any feedback for myself or for the team?
Basic 1-on-1
View template 
