1-on-1 General updates

Assess delays, review goals, project progress and discuss some of the updates

Steps
9
Last edited
Sep 1, 2023
Created by
Nova

About this process

Review goals and help them prioritize what matters. How are things going with the project? Are there any major delays? Are there any key things that will be finalized this week? Assess all the critical tasks to be completed within the current week, and provide some positive feedback.

The process in detail

9 steps
  1. 1

    Overall

  2. 2

    General updates & delays.

  3. 3

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

  4. 4

    Accomplishments.

  5. 5

    What do you need to move forward? How will you know when [goal] has happened?

  6. 6

    Action items.

  7. 7

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

  8. 8

    Additional notes. (Leader only)

  9. 9

    Notes. (Visible to all)

Read the full text
1. Overall

🔴🟡🟢 Work/Life Balance

🔴🟡🟢 Capacity now, tomorrow and next week.

🔴🟡🟢 How are you feeling?

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. General updates & delays.

Review goals and tasks and help them prioritize what matters.

•How are things going with the project? Are there any major delays?
•Are there any key things that will be finalized this week?
Write a note
3. How is this week going? Are you busy or productive?
•What is holding you back? Any challenges?
•What can we improve?
•What needs help? How can I help you?
•Is everyone pulling their weight on the team? Are there any major challenges with the team?
Write a note
4. Accomplishments.
1.Do you feel confident in how you/your team are progressing?
2.Provide some 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."
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5. What do you need to move forward? How will you know when [goal] has happened?

These are the 5 questions you must ask: 👉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
6. Action items.
Write a note
7. What can I hold you accountable for the next time we talk?
Write a note
8. Additional notes. (Leader only)
Write a note
9. Notes. (Visible to all)

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 Sep 1, 2023·9 steps