1-on-1 check in

Assess delays, tasks to be completed within the current week/sprint, and provide some feedback.

Steps
8
Last edited
Mar 28, 2024
Created by
Nova

About this process

Assess an individual's workload/capacity, potential delays, critical tasks to be completed within the current week, and to provide some positive feedback.

The process in detail

8 steps
  1. 1

    Overall Health

  2. 2

    How is this week going? Are you busy or productive?

  3. 3

    How are things going with the project? Are there any major delays?

  4. 4

    Are there any key things that will be finalized this week?

  5. 5

    Is everyone pulling their weight on the team? Are there any major challenges with the team?

  6. 6

    Positive feedback.

  7. 7

    What can I hold you accountable for the next time we talk?

  8. 8

    Notes.

Read the full text
1. Overall Health

🔴🟡🟢 Work/Life Balance

🔴🟡🟢 Capacity now, tomorrow and next week.

🔴🟡🟢 How are you feeling?

Questions:

•How are you feeling overall? Are you finding a good balance between work and personal life?
•Have you been experiencing any stress or challenges lately, either at work or outside of work? Are there any specific areas where you're feeling overwhelmed or could use some support?
•How would you rate your current workload capacity for this week? Do you feel comfortable with the tasks and deadlines you have? Looking ahead, what's your workload capacity like for next week? Are there any potential challenges or concerns?
•What strategies or practices do you use to manage stress and maintain a healthy work-life balance?
•Is there anything I, or the team, can do to support you better in maintaining your well-being and managing your workload?
Choose one or more
  • Overload/Low capacity
  • Perfect balance
  • Some capacity
  • High Capacity
  • No work/life balance
  • Some work/life balance
  • Perfect work/life balance
  • Feeling "bad"
  • Feeling stress out
  • Feeling "neutral" "okay"
  • Feeling good
  • Feeling excited & happy
2. How is this week going? Are you busy or productive?
•What is holding you back? What can we improve?
•What needs help? How can I help you?
Write a note
3. How are things going with the project? Are there any major delays?

Ask her/him to share a table or document with the status of each project or initiative.

Write a note
4. Are there any key things that will be finalized this week?
Write a note
5. Is everyone pulling their weight on the team? Are there any major challenges with the team?

Do you feel confident in how you/your team are progressing?

Write a note
6. Positive feedback.

"I noticed last week that you did an amazing job with [activity], and I wanted to express my gratitude and let you know that you are doing a great job. Sometimes it's hard to see for ourselves how well we are doing and the improvements we have made. Therefore, I also want to make sure you take some time to recognize those achievements."

❤️👉Are you being kind to yourself?

Write a note
7. What can I hold you accountable for the next time we talk?

Other questions: 🤩What do you need to move forward? 🧐How will you know when [goal] has happened? 😱What would happen if you didn’t [do something]? 👀🔥How can I help? 👉What’s one thing you could do right now to move forward?

Write a note
8. Notes.

🔥🤩Notes to share with the team member.

Provide tips, a summary of your conversation, or even a few notes about next steps.

🤔The team member will also be able to add their notes.

Write a note
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Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNova·Official process
Last edited Mar 28, 2024·8 steps