Having a regular time to touch base one-on-one with each of your staff members about their work keeps you focused on their results and creates a place for you to check on how projects are coming, provide feedback and serve as a resource, and agree on prioritization.

Where to Start

Resource Type
Article / publication

7 Tips for Making the Most of Your Check-ins

When check-ins are done right, they can revolutionize the way you manage. In this article, we share our best tips for getting the most out of your check-ins.

5 min read
Resource Type
Tool / Template

Check-in Meeting Agenda Template

This agenda provides a template that you can ask staff members to fill out and send you ahead of your check-in. It’s structured to help staff members and managers check in on progress toward goals, stay aligned on current projects, talk about what’s going well, and what could be going better, and get aligned on next steps.

6.5 min read
Resource Type
Article / publication

Tips for a 90-Day New Hire Check-in

The 90-day discussion is a chance to review progress toward goals, share what’s going well and what could be better, and make commitments for moving forward. Here are some tips for conducting a 90-day discussion with a new hire.

2 min read

Additional Resources

Resource Type
Article / publication

5 Tips for Better Check-ins During COVID-19

Your one-on-one check-ins are essential. Here are a few tips for checking in during the pandemic (and any other extended crisis).

3.5 min read
Resource Type
Tool / Template

Managing Uncertainty: Check-ins Add-on

During moments of uncertainty, check-ins are an opportunity to meet your staff where they’re at so that they can feel seen and supported. Whatever the case may be for your staff, acknowledge what’s happening, hear how your people are doing, and inject purpose and agency by using this add-on in your next check-in agenda.

2 min read
Resource Type
Article / publication

How to Use Skip-Level Meetings Effectively

Skip-level meetings are one-on-one meetings that managers hold with staff other than the people they manage directly. They’re helpful for building relationships, gaining insight into your team and organization, and getting feedback about the managers that you manage.

4.5 min read
Resource Type
Article / publication

7 Tips for Making the Most of Your Check-ins

When check-ins are done right, they can revolutionize the way you manage. In this article, we share our best tips for getting the most out of your check-ins.

5 min read
Resource Type
Tool / Template

Check-in Meeting Agenda Template

This agenda provides a template that you can ask staff members to fill out and send you ahead of your check-in. It’s structured to help staff members and managers check in on progress toward goals, stay aligned on current projects, talk about what’s going well, and what could be going better, and get aligned on next steps.

6.5 min read
Resource Type
Article / publication

Tips for a 90-Day New Hire Check-in

The 90-day discussion is a chance to review progress toward goals, share what’s going well and what could be better, and make commitments for moving forward. Here are some tips for conducting a 90-day discussion with a new hire.

2 min read
Resource Type
Tool / Template

90-Day Discussion Template

This template will help you lead a productive discussion with your new hire about their first 90 days on the job.

3.5 min read
Resource Type
Tool / Template

Stay Conversation Agenda

This sample agenda helps you plan “stay conversations” with the staff you want to retain.

2.5 min read
Resource Type
Tool / Template

Post-Election Day Debrief

Planning to gather your team post-election day? Here’s how you might structure your agenda to help your staff feel cared for and connected.

2.5 min read
Resource Type
Article / publication

Common Choice Points

Here is a list of some of the most common choice points, or key decision-making opportunities, managers face that may have equity and inclusion impacts.

3.5 min read
Resource Type
Tool / Template

Plantilla para reuniones 1:1 o check-in

Esta agenda proporciona una plantilla que podrá pedir a los miembros del personal que rellenen y le envíen con anticipación a su reunión 1:1 o check-in. Está estructurada para ayudar a los miembros del personal y a los gerentes comprobar el progreso hacia los objetivos, mantener la alineación en los proyectos actuales, hablar de lo que va bien y de lo que podría ir mejor, y alinearse con los próximos pasos.

7.5 min read

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