🤝 Supporting Individuals
This category can also apply to external meetings when the purpose is to support a customer or partner. For example, a Customer Success check-in where the focus is on helping unblock, coach, or guide the client would fit here.
Personal Check-In
A quick, informal check-in helps build trust and strengthen relationships. It allows team members to share how they’re feeling personally and professionally.
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Example: "How are you doing this week?"
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Example: "Anything outside of work on your mind?"
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When to Use: One-on-ones, team check-ins, or leadership meetings.
Progress Updates
This section helps align expectations and track ongoing projects. It’s an opportunity to share accomplishments and ensure everyone is on the same page.
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Example: "What progress have you made on your goals or projects?"
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Example: "Are we on track to meet deadlines?"
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When to Use: Weekly team syncs, project meetings, and one-on-ones.
Challenges
Discussing roadblocks allows teams to address issues before they become bigger problems. Encouraging honesty here is key.
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Example: "What obstacles are slowing you down?"
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Example: "Is there anything I can do to help?"
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When to Use: One-on-ones, retrospectives, or problem-solving meetings.
Feedback
Regular feedback fosters growth, accountability, and continuous improvement. It should be a two-way conversation - managers should offer feedback while also seeking it.
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Example: "What’s something I could do better to support you?"
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Example: "Here’s an area I think you’re excelling in and one where you can improve."
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When to Use: One-on-ones, performance reviews, and team retrospectives.
Growth Planning
Focusing on long-term growth helps employees stay motivated and engaged. It’s a chance to discuss career goals and development opportunities.
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Example: "What skills would you like to develop?"
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Example: "Are there any projects you’d like to take on?"
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When to Use: One-on-ones, performance check-ins, and mentorship meetings.
Sample Meetings That Fit This Category:
- Weekly one-on-one between manager and direct report
- Customer Success check-in with a client
- Career development discussion
- Coaching session with a leader or mentor
- Feedback meeting
- Performance check-in
- Unblocking or escalation conversation