1:1 Leadership Check-in Meeting Template
Larysa Grant, ACC
Leadership and Executive Coach | Career Coach | Facilitator | Organizational Development Consultant |
I am often asked to share a quick template for new leaders so they can make an impact on their teams by using a coaching conversation and track results. Here it is!
Meeting Details
Date: [Date]?
Time: [Start Time] - [End Time]?
Attendees: [Manager Name] & [Team Member Name]
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Quick Status Check
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Current Goals Progress
- [ ] Goal 1:
- [ ] Goal 2:
- [ ] Goal 3:
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Wins Since Last Meeting
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Current Challenges/Blockers
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Discussion Topics
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Team Member's Agenda
Priority items you'd like to discuss:
1.
2.
3.
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Manager's Agenda
Items for discussion/feedback:
1.
2.
3.
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Well-being Check
- Workload: Good | Heavy | Overwhelming
- Work-life Balance: Balanced | Some Stress | Needs Attention
- Team Dynamic: Great | OK | Concerns
- Job Satisfaction: High | Moderate | Low
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Growth & Development
Current Focus Areas:
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Learning Goals:
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Support Needed:
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Action Items (in a table)
| Task | Owner | Due Date | Status |
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Future Planning
Short-term priorities (Next 2-4 weeks):
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Long-term goals discussion:
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Notes & Follow-ups
Key discussion points and decisions:
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Next Meeting
Date: [Next meeting date]?
Key topics to cover:
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Remember: This is a collaborative space - both manager and team member should contribute to the agenda and follow-ups.*