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Big Picture
Where do you see your career going in the short/long-term?
Career Growth — Organizational Mandates Alignment
Where do the organization’s mandates most closely align with your career goals? Discuss how [the direct report’s] job function fits into organizational goals.
Goal-Setting Part 1 - Aspirational
Brainstorm measurable, meaningful short and long-term career goals
Goal-Setting Part 2 - Actionable
Brainstorm measurable, meaningful short and long-term goals to create stepping stones towards achieving specific organizational mandates.
Follow-Up
Do we need solo time to build on this? Should we review our goals again? When will we connect again to measure progress?
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Check-In
How are both of you feeling at work? Anything new? Anything exciting planned? Take some time to catch up with each other.
Roadblocks & Concerns
Have any issues or challenges come up since the last one-on-one? How can we help?
Recognize Wins
What have we accomplished since our last meeting? What valuable lessons were learned?
Update on Objectives
What are the most important things we'll focus on going forward? Are there any new objectives? How do these fit into the short-term and long-term goals?
Action Items
What steps must be taken to make progress on our goals? List them here as well as who is responsible for what. Set clear expectations and timelines.
Revisit Later
What was mentioned that should be noted and deferred? Is there anything either party would like to discuss during the next one-on-one?
Feedback
Is there any other noteworthy feedback? How can we help each other be more successful?
Follow-Up
How will we keep in touch and stay up-to-date about progress? Should we schedule another one-on-one?
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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Objective(s)
Outline the objectives of the session.
Review
Review actions and learning from or since the last session (if applicable).
Questions or Issues
What questions or issues keep coming up? Figure out what to do to avoid—or mitigate the impact of—persistent issues.
Future Planning
What do you need to do to continue growing and discovering? i.e. developing skills, changing your approach, etc.
Mentor/Mentee Feedback
What can we do to make these sessions more valuable? Provide feedback both ways, mentee to mentor and mentor to mentee.
Follow-Up
When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.
Warm up
Start with a light, open-ended question. What’s been keeping you busy?
Highlight Achievements
What milestones have we hit since our last check-in? Note progress on important initiatives and emphasize takeaways.
Problem Solving
What’s stopping you from being more productive? How can management help you be more productive?
Plan to remove specific inefficiencies or roadblocks. Create action items.
Two-Way Evaluation and Feedback
What are we doing well? What can we do better? Discuss ways to create value for manager, employee, and the organization.
Open Discussion
Provide space for open discussion. What’s got you excited? Worried? Annoyed?
Follow-Up
When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.
Action items:
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Intro question
Start with an open-ended question. How was last week? What’s been working well for you lately?
Celebrate Wins & Lessons Learned
What have we accomplished since our last meeting? Note progress on important initiatives.
How can we be better? Highlight lessons learned from the previous week.
Remove Roadblocks
What (if anything) is stopping—or slowing down—your progress? How can we remove that roadblock? What support do you need?
Plan to remove specific roadblocks and create action items.
Two-Way Evaluation and Feedback
How are we doing? How can we work together more effectively?
Open Discussion
Provide time for open discussion. Is there anything else you want to talk about?
Follow-Up
Should we schedule another one-on-one? Review any action items arising from the one-on-one.
Action items:
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The Upcoming Week
Set expectations and align on near-term priorities for the week ahead.
Review Priorities
Where are we in relation to our goals/plan? Reiterate top priorities to reinforce focus.
Comment on Recent Work
Review recent successes or failures to guide future work.
Status Update and Course Correction
How is x, y, and/or z task going? Offer guidance on work in progress.
New Information
Review new, relevant information.
Follow-Up
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