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1-on-1 Meeting Checklist

Easy 14 items · 30 min
testuser's avatar
testuser Published 1 month ago

A concise checklist to run focused, consistent 1-on-1 meetings that prioritize the employee’s needs, progress, and development. Ideal for managers and team leads who want predictable, productive conversations and clear follow-ups.

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  1. Set a recurring 1-on-1 cadence and duration — Choose a regular frequency (weekly/biweekly) and stick to it for consistency.
  2. Block the meeting time in calendars and protect it — Treat the slot as unmovable and avoid rescheduling except for emergencies.
  3. Create a shared agenda document before the meeting — Use a simple, shared doc or board that both manager and employee can edit.
  4. Add employee-led talking points to the agenda — Invite the employee to add topics and rank priorities before the meeting.
  5. Add project updates and blockers section to the agenda — Include status, recent wins, and any obstacles needing help.
  6. Add growth and development prompts to the agenda — Include coaching topics, goals, and skill-building opportunities.
  7. Send the agenda and any pre-reads at least 24 hours before — Give time for preparation and to add last-minute items.
  8. Start the meeting with a quick wellbeing check-in — Ask one open question about workload, energy, or morale.
  9. Review the employee's talking points first — Let the employee lead topics to ensure their priorities are addressed.
  10. Discuss project updates, blockers, and support needed — Clarify next steps, resources required, and expected timelines.
  11. Invite upward feedback about your support and processes — Ask what you can do differently to help them succeed.
  12. Co-create clear action items with owners and due dates — Assign one owner per action and record a realistic due date.
  13. Summarize decisions, action items, and who will follow up — Read back key points to confirm alignment and accountability.
  14. End by confirming the next meeting and agenda responsibilities — Agree who will add follow-up items to the shared agenda.
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