Quarterly Check-in 1:1 Meeting Template
Introduction
Quarterly check-ins provide a valuable opportunity to assess progress and realign priorities. This template offers a focused framework for a productive 30-minute strategic conversation.
Before the Meeting
- Schedule 30 minutes in a private setting
- Send brief pre-meeting questions
- Review performance data
- Gather key stakeholder feedback
- Prepare priority updates
- Review previous notes
Meeting Structure
Opening (3 minutes)
Set a focused tone:
“Today we’ll reflect on your achievements, ensure alignment on priorities, and set you up for success next quarter. We’ll keep our discussion targeted given our time.”
Quarter Review (10 minutes)
Quick reflection on key points:
Essential questions:
- “What were your main accomplishments?”
- “Which goals were met or missed?”
- “What key challenges emerged?”
- “What critical lessons were learned?”
Current State & Planning (12 minutes)
Assess present and plan future:
Discussion areas:
- Current priorities status
- Workload and capacity
- Team/org updates
- Next quarter goals
Key questions:
- “How sustainable is your workload?”
- “What are your top 3 priorities for next quarter?”
- “What support do you need?”
- “What obstacles should we address?”
Action Planning (5 minutes)
Set clear next steps:
Quick Plan:
- Confirm priorities
- Define success metrics
- Agree on support
- Schedule check-ins
After the Meeting
- Document key points
- Share brief summary
- Set check-in dates
- Track commitments
Monthly Progress Check (30 minutes)
Status Review (10 minutes)
- Goal progress
- Recent wins
- Current challenges
Adjustments (15 minutes)
- Timeline updates
- Resource needs
- Priority shifts
Next Steps (5 minutes)
- Action items
- Support needed
- Follow-up timing
Additional Resources
Remember: Focus on the most impactful topics and clear next steps. Schedule deeper discussions for specific areas that need more time.