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Employee Meeting & Feedback Template

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What is the right way to conduct effective meetings between managers and direct reports? Use the checklist below to get the most from one-on-one meetings.

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Employee Meeting & Feedback Template

  1. 1. ONE-ON-ONE MEETING TEMPLATE Ask (Allow 80-90% of the meeting time for the employee to talk while you use probing, open- ended questions.):  How are things going? (You can ask any general question just to get him/her to talk, but keep the discussion focused on work items.)  What’s going well? (Typically, the employee will discuss the things he/she likes to do, or focus on, in his/her role.)  What do you want to improve? (Encourage the employee to discuss his/her least favorite or most difficult job assignments.)  What can I do to help? (Make sure you follow through to continue to build trust.)  What do I need to do to be a better leader? (Use this information for self-evaluation and adjustments, if needed. Make sure to reinforce you heard his/her feedback and are “doing something” with it -- again, to build trust.) Feedback (The remaining 10-20% of the meeting time allows you to provide your own observations and ask for changes.):  Provide positive observations. (You should already be doing this in “real time” as positive things happen with employees or they do a good job on something, but this allows you time to reiterate it and be specific about things he/she has been doing well.)  Offer suggestions for “fine tuning” – some things to work on, which are usually those things the person already said he or she wants to improve. (Provide constructive feedback and set clear expectations.)

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