How to Conduct 1:1 Meeting with Direct Reports
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This document discusses the importance of regularly meeting with direct reports. It recommends weekly 30-minute meetings to go over checks and balances, which include discussing accomplishments from the previous and current week, identifying challenges, and reviewing key performance indicators. It also provides templates for the checks and balances discussion and suggests asking direct reports 5 key questions during the meetings related to their well-being, priorities, challenges, needs, and feedback. The goal is to develop relationships with direct reports through consistent investment of time, establish expectations and priorities, and provide coaching.
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How to Conduct 1:1 Meeting with Direct Reports
- 1. Joan Braatz, Vice President Merchandising
- 2. • Why Meet? • Checks & Balances • Questions to Ask • Deliver Feedback
- 3. There is no greater resource at a company than your direct reports. Developing a relationship takes an investment of time. I am in favor of a weekly 30-minute meeting, with in-depth quarterly performance reviews scheduled every 90 days. This meeting allows for consistent updates on strategic projects, discussion on resource needs, and delivering coaching feedback.
- 4. Checks & Balances An invaluable tip I learned from my coach, Marsh Clark Website: https://marshaclarkandassociates.com/
- 6. Sections of Checks & Balances What are last week’s accomplishments? • Records Key Accomplishments • Identifies Shifts in Priorities • Diagnose Time Management • Alerts of Missed Deadlines What are this week’s accomplishments • Gain Alignment on Priorities • Assess Strategic Intent • Re-calibrate Expectations • Track Workload Identify Challenges • Discuss Resource Needs • Determine Training or Coaching Opportunities • Probe for Problem Solving
- 7. Progress to Date • Review KPI’s for Category • Identify What’s Working • Alert What’s Not Working • Focus on Action Plan • Discuss Contingencies
- 8. Benefits of Checks & Balances For Direct Report • Clarifies the Week’s Work • Tracks Progress from Previous Week • Identifies Obstacles/Challenges • Tracks KPI Performance • Tool for QPR + Year End Reviews For Manager • Creates Tracker for Accomplishments • Establishes Expectations • Generates Coaching Discussions • Sets Up Conversation for Feedback • Tool for QPR + Year End Reviews
- 9. Questions to Ask Direct Report at 1:1 Meeting
- 10. Questions for Direct Report How are you feeling these days?
- 11. Questions for Direct Report What’s your top priority for next week?
- 12. Questions for Direct Report What’s holding you back?
- 13. Questions for Direct Report How can I help?
- 14. Questions for Direct Report What feedback do you have for me?
- 15. Summary There is no greater investment than the time you spend with your Direct Reports. You have a great influence of how they grow their category business, grow professionally in their career, and grow personally. Create a standing appointment weekly to connect and review the checks and balances. Follow up with the 5 key questions. Ask for a summary of next steps.
- 16. braatzjoan@gmail.com 214-733-9677 https://www.linkedin.com/in/joanbraatz/ https://joanbraatz.com/ Reach Me Joan Braatz Vice President Merchandising Retail | B2C | B2B