One-on-One Meeting Guide

Developing Action & Meaning With Connection

The five steps

1. Dig

Focus on understanding and connecting personally. Proactively address any concerns they may have. Be intentional in assessing their overall happiness and well-being.

• How are you doing? How is your family? What special events do you have coming up?
• Is there anything specific you want to discuss before we dive in, personally or professionally?
• How would you rate your happiness with the current tasks you are performing? (1-10)

2. Act

Effective team management involves actively listening to team feedback, assigning and taking ownership of solutions, and making a commitment to address issues, thereby building trust and engagement within the team.

• What can I do (or stop doing) to get your happiness rating even higher?
• What do you see as our team's biggest area of opportunity?
• What ideas do you have that might solve for that area of opportunity?
• Would you be comfortable taking ownership of any of those ideas?

3. Measure

Regular check-ins on career and performance goals help ensure that team members feel valued and recognized, fostering engagement through personal achievements and progress acknowledgment.

• Let's discuss your current standings in each of the key performance indicators outlined in the annual goal-setting session.
• Let's discuss your current progress toward your career goals (or personal achievements).

4. Wrap-up

Recapping both one-on-one and team meetings in various settings is crucial for maintaining clarity and ensuring consistent communication and understanding across the entire team.

• Let's revisit the details of our last team meeting to ensure clarity on each of the items.
• Let's recap the items we discussed in this meeting. I especially want to ensure clarity on each of the action items we discussed today, who the owner is for each item, and also the dates for each of them that we committed to.

5. Celebrate

Celebrating individual positive and genuine behavior regularly and integrating this practice into team culture ensures the repetition and reinforcement of such behaviors.

• Let me share some of the things I noticed you are doing well...
• Before we go, I wanted to share some positive feedback I received about you...