1:1 Checklist for leaders
Authentic Leader Series
Remember, the goal is to foster open communication, support employee growth, and strengthen the working relationship.
Pre-Meeting Preparation
Review the employee's recent performance, goals, and any previous meeting notes
Prepare an agenda and share it with the employee in advance
Set aside uninterrupted time and choose a private, comfortable location
Meeting Structure
Opening
Start with a warm greeting and casual conversation to build rapport
Clarify the meeting's purpose and expected outcomes
Employee-Led Discussion
Allow the employee to lead the conversation initially
Ask open-ended questions to encourage dialogue
Listen actively, showing genuine interest in their thoughts and concerns
Performance and Goals
Discuss progress on current goals and projects
Provide specific, constructive feedback on recent performance
Collaboratively set or adjust goals for the coming period
Career Development
Explore the employee's career aspirations and growth opportunities
Identify potential learning and development activities
Discuss how their role aligns with organizational objectives
Challenges and Support
Address any obstacles or challenges the employee is facing
Offer guidance, resources, or support as needed
Discuss work-life balance and well-being
Feedback Exchange
Solicit feedback on your leadership and the organization
Be open to constructive criticism and show appreciation for honesty
Action Planning
Summarize key discussion points and decisions
Agree on specific action items for both parties
Set clear expectations and timelines for follow-up
Closing
Express gratitude for their contributions and the conversation
End on a positive, forward-looking note
Post-Meeting Follow-Up
Document key points, decisions, and action items
Share meeting notes with the employee
Schedule any necessary follow-up actions or meetings
By following this checklist, leaders can ensure their 1:1 meetings are productive, engaging, and beneficial for both the employee and the organization.
