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First-Time Manager 1:1 Meeting Template

Introduction

The first few 1:1 meetings as a new manager are crucial for establishing trust and setting the foundation for your working relationship. This template provides a focused 30-minute approach to help you navigate these important conversations effectively.

Before the Meeting

  • Schedule 30 minutes in a private, comfortable space
  • Review any available information about your team member’s role and projects
  • Prepare to take notes during the meeting
  • Send a brief agenda to help your team member prepare

Meeting Structure

Opening (5 minutes)

Begin by creating a welcoming atmosphere and setting the tone for open communication:

“Thank you for meeting with me today. I’m excited to work with you and want to use our 1:1 time to get to know you better and understand how I can best support you in your role.”

Ice-breaker question:

  • “What brought you to this company/team initially?”

Setting Expectations (10 minutes)

Establish a shared understanding of the purpose and format of your 1:1 meetings:

“I’d like to talk about how we can make our 1:1 meetings most valuable for you. These meetings are primarily for you - a dedicated time to discuss anything that’s on your mind.”

Key discussion points:

  • “What would you like to get out of our 1:1 meetings?”
  • “How do you prefer to receive feedback?”
  • “What communication style works best for you?”

Understanding Goals and Support (10 minutes)

Focus on their current work and how you can help:

Key questions:

  • “What aspects of your job do you enjoy the most? What do you find most challenging?”
  • “What are your current goals?”
  • “What do you need from me as your manager to be successful?”

Closing (5 minutes)

Summarize key points and establish next steps:

“Thank you for sharing your thoughts with me today. Let’s confirm our next steps.”

Wrap-up:

  • Confirm one key action item for each person
  • Schedule the next meeting

After the Meeting

  • Document key insights and commitments
  • Follow through on any promises made
  • Schedule regular 30-minute follow-ups

Follow-Up Meeting Template

For subsequent 1:1 meetings, focus on these key areas:

Quick Check-in (5 minutes)

  • “How has your week been?”
  • “What’s on your mind today?”

Progress and Challenges (15 minutes)

  • Review previous commitments
  • Current work updates
  • Discuss blockers or challenges

Feedback and Next Steps (10 minutes)

  • Share specific feedback
  • Agree on next actions
  • Set priorities for next meeting

Additional Resources

Remember: Quality over quantity. Stay focused on the most impactful topics and follow up on important items that need more time in subsequent meetings.