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Opener Question
Start with an open-ended question. What has got you excited at work?
Note Progress & Highlight Wins
How is _____ going? Discuss long-term initiatives.
Tell me about some recent successes? (AND/OR) What projects have we wrapped up successfully recently? Highlight shorter term wins.
Review Lessons Learned
What have you learned over the past 1 - 3 months? Highlight learnings.
Overcome Persistent Obstacles
What is slowing you down, making your job less enjoyable, or preventing you from achieving your career goals? How can we fix that?
Plan to remove specific roadblocks and create action items.
Open Evaluation and Feedback
How can we improve our working relationship? What could I (the manager) do better?
Open Floor
Open discussion. What’s been keeping you up at night? What do you want more of?
Follow-Up
Wrap up and follow up. When’s our next one-on-one?
Action items:
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A successful relationship between employee and manager requires more than a single one-on-one per month, so you may want to pair this agenda with our weekly one-on-one template.
The reason for two separate agendas is the higher-level focus of the monthly one-on-one. Where a weekly meeting might address more immediate concerns and challenges, the monthly meeting gives both manager and employee a chance to step back from the day-to-day. From that more distant viewpoint, new insights will surface and you can tackle different problems.
This is the mental framework from which we built this meeting agenda. And it’s why this agenda template is built around discussion topics that encourage a broader perspective. Rather than defaulting to a discussion about whatever priority is the most immediate, these one-on-one questions structure the meeting to be more strategic and growth-oriented.
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