PRACTICE 2 TOOLS
1-ON-1 PLANNERS
Use the worksheets below to plan your 1-on-1s or modify them as needed. They’ll help you ask relevant questions in your next 1-on-1 and make the time more valuable for both of you.
In addition to helping you prepare for your 1-on-1s, these worksheets will help you keep a record of your conversations. Many managers are so busy or have so many direct reports, that they forget what they spoke about in their last 1-on-1. If you don’t remember what you talked about last week, you’ve lost time and momentum.
Note: You’ll learn more about reinforcing and redirecting feedback in Practice 4.
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DATE: |
TEAM MEMBER: |
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CHECK-IN, DEVELOPMENT GOALS, AND FEEDBACK |
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Outcome and follow-up items from previous 1-on-1: |
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The person’s overall development goals: |
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Current development focus: |
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Reinforcing feedback I want to give: |
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Redirecting feedback I want to give: |
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Feedback I want to seek from my direct report: |
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Projects or tasks I want to ask about: |
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QUESTIONS I WANT TO ASK
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DATE: |
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CHALLENGES, OPPORTUNITIES, AND SUPPORT |
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Outcome and follow-up items from previous 1-on-1: |
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My biggest challenge right now and ways my manager could help me: |
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My biggest opportunity right now and ideas about next steps: |
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Things my manager should know but doesn’t: |
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Additional information I need to do my job: |
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Other tasks or projects I want to talk about: |
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DEVELOPMENT GOALS AND PLANNING |
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Review of progress toward my development goals: |
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List of things I’d like to ask my manager for feedback on: |
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Development area I want to focus on this week and how my manager can help me: |
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FEEDBACK FOR MY MANAGER |
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Reinforcing feedback I want to give to help my manager improve: |
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Redirecting feedback I want to give to help my manager improve: |
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