Free agenda template

Quarterly Check-In (45 minutes)

A simple template to get you started on a quarterly routine with your direct reports. Works well on its own as a quarterly routine, or, as a quarterly supplement to our Weekly and/or Monthly Check-In templates.
Topicflow
Quarterly Check-In (45 minutes)
MeetingAction itemsDecisions
How are you? How is life outside of work?
What have you been focused on this past quarter? What’s gone really well? What are you proud of? What’s been a challenge? Is there anything you’d like another chance at?
What is your focus this coming quarter? Is there anything you need from me to achieve your goals?
How are you feeling about your work overall?
Do you feel like you’re progressing towards your career goals?
Are there any skills you’re interested in developing?
How might we improve our meetings to ensure their making the best use of your time?
How could we improve our team’s level of communication/collaboration?
How’s your experience been working with the team? Can we do anything to improve our team culture?
Is there anything you would like me to do differently regarding our relationship (more or less direction, how I provide feedback, things I should start/stop doing, etc)?
Is there anything I could do as a manager to make your work experience better?
Do you have any other feedback for myself or for the team?
Are there any problems or issues that I should know about?
Is there anything else you want to talk about?
More 1-on-1s
Peer 1-on-1
What projects are you focused on right now?
Do we have any overlaps where we could collaborate?
How might my team help your team over the next few weeks?
What’s something we could change that would help your team?
What's something I could start doing to make your job easier?
Do you have any positive or constructive feedback about my team?
Peer 1-on-1
As traditional hierarchies become less dominant in organizational structures, lateral support becomes more and more important. This template can help build those bridges as a way to structure conversations between you and a team member, or you and a member of another team.
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Your First 1-on-1 with a new Team Member
How do you prefer to communicate?
What does your ideal, productive work day look like to you?
Is there anything about your role or the tasks you're working on that needs clarification?
How do you respond to stress, and how do you prefer to be supported?
What’s most important to you in your career?
Is there anything else on your mind you would like to discuss?
Your First 1-on-1 with a new Team Member
Set the right tone and create mutual understanding with your new team member using this 1-on-1 template.
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New Employee Check-In
How is your onboarding coming?
How’s your experience been working with the team? Can we do anything to improve our team culture?
How could we improve our team’s level of communication/collaboration?
How might we improve our meeting routines?
Is there anything you would like me to do differently regarding our relationship (more or less direction, how I provide feedback, things I should start/stop doing, etc)?
Is there anything I could do as a manager to make your work experience better?
Do you have any feedback for myself or for the team?
Are there any problems or issues that I should know about?
Is there anything else you want to talk about?
New Employee Check-In
Onboarding can be tricky. By using this 1-on-1 template on a weekly basis for the first 2-4 weeks of your new team member joining, you can provide them with the necessary support they need as well as obtain fresh feedback on your onboarding process.
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