1-on-1 Meeting Checklist

14 items · Productivity · Easy difficulty · 30 min

Run focused 1-on-1s that prioritize people, progress, and action.

• Set a recurring 1-on-1 cadence and duration

  Choose a regular frequency (weekly/biweekly) and stick to it for consistency.

• Block the meeting time in calendars and protect it

  Treat the slot as unmovable and avoid rescheduling except for emergencies.

• Create a shared agenda document before the meeting

  Use a simple, shared doc or board that both manager and employee can edit.

• Add employee-led talking points to the agenda

  Invite the employee to add topics and rank priorities before the meeting.

• Add project updates and blockers section to the agenda

  Include status, recent wins, and any obstacles needing help.

• Add growth and development prompts to the agenda

  Include coaching topics, goals, and skill-building opportunities.

• Send the agenda and any pre-reads at least 24 hours before

  Give time for preparation and to add last-minute items.

• Start the meeting with a quick wellbeing check-in

  Ask one open question about workload, energy, or morale.

• Review the employee's talking points first

  Let the employee lead topics to ensure their priorities are addressed.

• Discuss project updates, blockers, and support needed

  Clarify next steps, resources required, and expected timelines.

• Invite upward feedback about your support and processes

  Ask what you can do differently to help them succeed.

• Co-create clear action items with owners and due dates

  Assign one owner per action and record a realistic due date.

• Summarize decisions, action items, and who will follow up

  Read back key points to confirm alignment and accountability.

• End by confirming the next meeting and agenda responsibilities

  Agree who will add follow-up items to the shared agenda.

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