Manager

How to conduct check-in meeting

Introduction

The check-in meeting is the most common one-on-one meeting. It is a regular touchpoint for you and your employee to discuss various important topics relating to day to day operations. In this meeting, you can discuss any topic you think are important for the employees to do well in their job.

Having this meeting allow you to get a fuller picture of what’s happening in the team, provide guidance and feedback, as well as making course correction as needed. What you get depends on what you put on your agenda, it is important to define a structure for the meeting so that the employee knows what to prioritize and talk about.

A few common agenda are priorities, progress, issues, challenges and feedback. For team focus on learning, they might also discuss personal learning and direction. It depends on your leadership style and the employees’ needs. In this guide, we will share with you the basic template for the check-in meeting. Feel free to adapt and change the agenda according to your needs.

A typical one-on-one meeting last from 30 mins to an hour. If you haven’t set up one-on-one meetings schedule yet, we recommend you to read “How to conduct one-on-one meeting”, and “How to run your first one-on-one meeting”.

Agenda

Check-ins (10 - 15 mins)

  • What’s top of mind? Is there anything you would like to discuss?
  • What’ve you been working on?
  • What went well last week? What doesn’t?

Goals & Priorities (10-15 mins)

  • What are you going to work on until the next time we meet?
  • Where do you need help?
  • What are the issues or challenges that prevent you from getting work done?
  • Is there anything you’re unclear or confuse about?

Wrap up (5 mins)

Summarize the important points and set action items for the next step.

Alternative Questions

Issues and Challenges

  • Is there anything you need my help with?
  • Is there anything that bothers you?
  • Is there anything that prevents or slow you down from getting work done?
  • What are your biggest worries or concerns?
  • What makes you stress?
  • What issues or challenges do you foresee for _______?

Team Improvement

  • How can I better support you? Is there any feedback for me?
  • What could I do to make your work better?
  • What aspect of the team do you think we could improve?
  • Any feedback that you’ve heard from others?
  • What do you like about my leadership style? What do you dislike?
  • What are your biggest time wasters?
  • How do you feel about the frequency and duration of our one-on-one meetings?

Self Improvement

  • Do you feel you’re getting enough feedback?
  • What aspect of your job would you like more help or coaching?
  • Do you feel challenged at work? Are you learning new things?
  • Are there any roles or projects you would like to learn more about?
  • Do you feel that you have enough information to do your work?

Learning

  • How would you want to learn? Is there anything I can help you with?
  • What’s your plan for learning?
  • What did you learn recently?
  • How was your learning?
  • Do you feel like you’re getting closer to your goals here? Why and why not?

Work Happiness

  • How’s life?
  • Are you happy working here?
  • What worries you?
  • Is there anything that frustrated you recently?
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