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THE DELTA MEETINGDEDICATED TO ENGAGEMENT, LEADERSHIP, TEAMWORK, AND ATTENTION
The DELTA Meeting is a great tool to use if you want to conduct effective one-on-one meetings with
your employees. It shows your dedication to employee engagement, leadership development,
teamwork, and attention to detail.
Why: The DELTA will help you find out about the employee’s current level of morale, stress, etc., track
the status of performance and development goals, and also learn if there are obstacles to goal
achievement that need to be removed. It will also give you a chance to provide value-added feedback,
and provide coaching.
Time Frame: Delta meetings should be scheduled every two weeks.
Duration: Delta meetings usually last about 15 – 30 minutes. Longer or more frequent meetings can be
scheduled as needed. A good rule of thumb is 5 minutes for their messages, 5 minutes for your
messages, and 5 minutes for sharing information.
What topics should be covered? The DELTA Agenda consists of the following:
1.  Successes: Celebrate these.
2.  Challenges: Eliminate these.
3.  Productivity: Track these.
Pre-Work: Your employee could bring to each meeting two copies of their DELTA Agenda: One for
you, one for them. Ideally, ask your employee to send you the DELTA Agenda prior to the meeting.
This could form the basis for your documentation of the meeting. You could use your copy to record
notes, observations, next steps, etc. At the conclusion of the meeting, your copy could be saved,
scanned and uploaded to your employees file for future consideration.
Successes
Challenges
 Productivity
ü  1	
ü  1	
ü  1	
q  1	
q  1	
q  1	
361.826.3300 learninginstitute@cctexas.com www.learningcc.org
LEVEL 10 CITY CHAMPION
THE ACTION PLAN NAME:____________________________________________________ DATE:___________________________
q  _____________________________	
q  _____________________________	
q  _____________________________	
q  _____________________________	
q  _____________________________	
q  _____________________________	
q  _____________________________	
q  _____________________________	
361.826.3300 learninginstitute@cctexas.com www.learningcc.org
1. Brainstorm Life Areas
Start by brainstorming the six to eight dimensions of your life that are important for you. Different approaches to
this are:
•  The roles you play in life, for example: husband/wife, father/mother, manager, colleague, team member,
sports player, community leader, or friend.
•  Areas of life that are important to you, for example: artistic expression, positive attitude, career, education,
family, friends, financial freedom, physical challenge, pleasure, or public service.
Here are some examples to choose from. Remember, you can choose your own combination of these (or
different) things, reflecting the things that are your priorities in life.
2. Write These Down on the Wheel
Write down these dimensions on the diagram, one on each spoke of the life wheel.
3. Assess Each Area
This approach assumes that you will be happy and fulfilled if you can find the right balance of attention for each
of these dimensions. And different areas of your life will need different levels of attention at different times. So
the next step is to assess the amount of attention you're currently devoting to each area. Consider each
dimension in turn, and on a scale of 0 (low) – to 10 (high), write down the amount of attention you're devoting to
that area of your life. Mark each score on the appropriate spoke of your Life Wheel.
4. Join up the Marks
Now join up the marks around the circle. Does your life wheel look and feel balanced?
5. Think About Your Ideal Level
Next it's time to consider your ideal level in each area of your life. A balanced life does not mean getting 10 in
each life area: some areas need more attention and focus than others at any time. And inevitably you will need
to make choices and compromises, as your time and energy are not in unlimited supply!
So the question is, what would the ideal level of attention be for you in each life area?
Plot the "ideal" scores around your life wheel too.
6. Take Action
Now you have a visual representation of your current life balance and your ideal life balance. Where are the
gaps? These are the areas of your life that need attention. And remember that gaps can go both ways. There are
almost certainly areas that are not getting as much attention as you'd like. However, there may also be areas
where you're putting in more effort than you'd ideally like. These areas are sapping energy and enthusiasm that
may better be directed elsewhere.
Once you have identified the areas that need attention, it's time to plan the actions needed to work on
regaining balance. Starting with the neglected areas, what things do you need to start doing to regain balance?
In the areas that currently sap your energy and time, what can you stop doing or reprioritize or delegate to
someone else? Make a commitment to these actions by writing them on your worksheet.
Level 10 City Champion Instructions
q  Personal Growth
q  Physical Fitness
q  Professional
q  Relationships
q  Sports Player
q  Stress Management
q  Team Member
q  Attitude
q  Career / Work
q  Colleague
q  Community Leader
q  Community Service
q  Education
q  Emotional Intelligence
q  Family
q  Finances
q  Friend
q  Health and Wellness
q  Manager
q  Medical Care
q  Partner
361.826.3300 learninginstitute@cctexas.com www.learningcc.org

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Effective One-on-One Meetings with Employees - By Liza Wisner

  • 1. THE DELTA MEETINGDEDICATED TO ENGAGEMENT, LEADERSHIP, TEAMWORK, AND ATTENTION The DELTA Meeting is a great tool to use if you want to conduct effective one-on-one meetings with your employees. It shows your dedication to employee engagement, leadership development, teamwork, and attention to detail. Why: The DELTA will help you find out about the employee’s current level of morale, stress, etc., track the status of performance and development goals, and also learn if there are obstacles to goal achievement that need to be removed. It will also give you a chance to provide value-added feedback, and provide coaching. Time Frame: Delta meetings should be scheduled every two weeks. Duration: Delta meetings usually last about 15 – 30 minutes. Longer or more frequent meetings can be scheduled as needed. A good rule of thumb is 5 minutes for their messages, 5 minutes for your messages, and 5 minutes for sharing information. What topics should be covered? The DELTA Agenda consists of the following: 1.  Successes: Celebrate these. 2.  Challenges: Eliminate these. 3.  Productivity: Track these. Pre-Work: Your employee could bring to each meeting two copies of their DELTA Agenda: One for you, one for them. Ideally, ask your employee to send you the DELTA Agenda prior to the meeting. This could form the basis for your documentation of the meeting. You could use your copy to record notes, observations, next steps, etc. At the conclusion of the meeting, your copy could be saved, scanned and uploaded to your employees file for future consideration. Successes Challenges Productivity ü  1 ü  1 ü  1 q  1 q  1 q  1 361.826.3300 learninginstitute@cctexas.com www.learningcc.org
  • 2. LEVEL 10 CITY CHAMPION THE ACTION PLAN NAME:____________________________________________________ DATE:___________________________ q  _____________________________ q  _____________________________ q  _____________________________ q  _____________________________ q  _____________________________ q  _____________________________ q  _____________________________ q  _____________________________ 361.826.3300 learninginstitute@cctexas.com www.learningcc.org
  • 3. 1. Brainstorm Life Areas Start by brainstorming the six to eight dimensions of your life that are important for you. Different approaches to this are: •  The roles you play in life, for example: husband/wife, father/mother, manager, colleague, team member, sports player, community leader, or friend. •  Areas of life that are important to you, for example: artistic expression, positive attitude, career, education, family, friends, financial freedom, physical challenge, pleasure, or public service. Here are some examples to choose from. Remember, you can choose your own combination of these (or different) things, reflecting the things that are your priorities in life. 2. Write These Down on the Wheel Write down these dimensions on the diagram, one on each spoke of the life wheel. 3. Assess Each Area This approach assumes that you will be happy and fulfilled if you can find the right balance of attention for each of these dimensions. And different areas of your life will need different levels of attention at different times. So the next step is to assess the amount of attention you're currently devoting to each area. Consider each dimension in turn, and on a scale of 0 (low) – to 10 (high), write down the amount of attention you're devoting to that area of your life. Mark each score on the appropriate spoke of your Life Wheel. 4. Join up the Marks Now join up the marks around the circle. Does your life wheel look and feel balanced? 5. Think About Your Ideal Level Next it's time to consider your ideal level in each area of your life. A balanced life does not mean getting 10 in each life area: some areas need more attention and focus than others at any time. And inevitably you will need to make choices and compromises, as your time and energy are not in unlimited supply! So the question is, what would the ideal level of attention be for you in each life area? Plot the "ideal" scores around your life wheel too. 6. Take Action Now you have a visual representation of your current life balance and your ideal life balance. Where are the gaps? These are the areas of your life that need attention. And remember that gaps can go both ways. There are almost certainly areas that are not getting as much attention as you'd like. However, there may also be areas where you're putting in more effort than you'd ideally like. These areas are sapping energy and enthusiasm that may better be directed elsewhere. Once you have identified the areas that need attention, it's time to plan the actions needed to work on regaining balance. Starting with the neglected areas, what things do you need to start doing to regain balance? In the areas that currently sap your energy and time, what can you stop doing or reprioritize or delegate to someone else? Make a commitment to these actions by writing them on your worksheet. Level 10 City Champion Instructions q  Personal Growth q  Physical Fitness q  Professional q  Relationships q  Sports Player q  Stress Management q  Team Member q  Attitude q  Career / Work q  Colleague q  Community Leader q  Community Service q  Education q  Emotional Intelligence q  Family q  Finances q  Friend q  Health and Wellness q  Manager q  Medical Care q  Partner 361.826.3300 learninginstitute@cctexas.com www.learningcc.org