Effective 1 on 1's and my Personal Template
They should always be for the benefit of you team memebers. Fair warning, these are notes, not full sentences.
The Short of it
- Build a relationship: This is space to get to know someone beyond the daily grind and deadlines. Learn motivations, aspirations, and challenges.
- Be open, be safe: Be the person that your team can lean on to voice concerns and frustrations. Address the small problems early and often.
- Support the individual: This is your time and chance to tailor support to each of the unique people on your team. Make it about them.
- Recognition and Feedback: If it isn’t positive, it better be constructive. No IC should leave a 1 on 1 feeling like things are slipping away.
- Respect time: Your IC’s set the time, not you. Don’t break up a focus time block.
- Listen, focus, follow up: Listen actively and thoughtfully, focus on the discussion for the individual, and follow up on action items and commitments.
- Encourage Upward Feedback: It’s easy to forget that managers can improve too and the best source of how is from the people.
My 1-on-1 Meeting Notes Template
Date: Employee Name:
1. Check-In & Personal Wellness
- How are you feeling today?
- Weekly highlights and challenges (work and personal).
- Stress management and breaks.
- Support in role and personal life.
Notes:
2. Career and Development
- Feelings about current role and responsibilities.
- Desired skills or areas of development.
- Obstacles to growth or satisfaction.
- Training or resources needed.
Notes:
3. Upward Feedback
- What can I do to make your experience improve?
- What areas can I work on as your manager?
Notes:
4. Open Floor
- Additional topics or concerns.
- Feedback for the manager.
- Suggestions for team or process improvements.
Notes:
Action Items & Follow Ups:
Written on June 27, 2024