Effective One-on-One Meeting Template: Strategies for Successful Leadership

by Srikant Chellappa Aug 24,2024
Engagedly
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with Srikant Chellappa, CEO

Effective communication plays a role in any endeavour in leadership. Making decisions and taking actions are futile if a leader lacks the ability to effectively communicate and persuade others of the value of those decisions.

Skilled communicators excel at fostering trust and inspiring those around them. This skill becomes especially valuable in situations necessitating individual sessions. In this piece, we will explore one-on-one meeting strategies for meetings that facilitate smooth communication, between supervisors and their teams. Let’s get started.

Understanding One-on-One Meetings

Effective communication is never a one-way street. A team functions as a unit only if every individual finds a voice in making short—and long-term decisions. One-on-one meetings with employees are one way to do this.

One-on-one meetings are regular conversations between managers and individual team members. They are a safe space for two individuals to share goals, progress, and ongoing issues. Team members can convey individual needs to their manager and the manager can guide each member individually.

Benefits of One-on-One Meetings

There are quite a few benefits to holding regular one-on-one meetings, but here are the top five:

  1. Improved Employee Engagement and Morale: When employees feel heard, they are encouraged to take the initiative and instil a sense of loyalty towards the company.
  2. Personalized Feedback and Development: Managers can help individual employees identify their strengths. They mentor individual members of the team through their weaknesses. Employees, in turn, offer valuable insights on how management decisions are working on the ground level.
  3. Enhanced Performance Tracking: These meetings also allow for performance discussions. Instead of a rushed annual appraisal that can easily become a stressor, these meetings allow for a more effective way of enhancing productivity throughout the year.
  4. Stronger Manager-Employee Relationships: The personal bonds that develop over time with these meetings create a strong team dynamic overall.
  5. Proactive Problem-Solving: Because these meetings are regular, any issue that pops up on the radar can be effectively handled almost immediately.

Research has shown that only 15% of employees whose managers do not hold regular one-on-one meetings demonstrate employee engagement. Meanwhile, this figure nearly triples when managers engage in regular check-ins.

Also Read: The Top 20 Ultimate One-on-one Questions

Preparing for One-on-One Meetings

Success doesn’t come overnight, it needs planning and preparation. Whether it’s setting an agenda or choosing the right time, you need to understand your end goal. So, how do you lead an effective one-on-one meeting? Just follow these steps before charging forward.

Step 1: Set the Right Frequency

The very first step is deciding on a schedule that is comfortable for all parties involved. This will depend on an array of things, such as:

  • Team Size: Smaller teams can afford weekly or bi-weekly meetings, but larger ones may need monthly meetups, mostly to avoid burdening the manager.
  • Employee Needs: Depending on individual needs, some employees may need more frequent meetings and some might do with longer intervals.
  • Aligning with Project Cycles: In high-pressure situations, teams may not have time for one-on-one meetings. Therefore, flexibility and understanding are key here.

Step 2: Prepare Agenda

The next step is zeroing in on the agenda for the meeting. Starting with a clear framework allows both parties to run through one-on-one meeting questions they might want to bring up. This preparation time can shorten the meeting duration and lead to better outcomes.

Another point to keep in mind is that pre-decided one-on-one meeting strategies allow the employee and the manager to better align their objectives and expectations. This helps with tracking progress and ticking off action items on the list faster.

Also Read: A Step By Step Guide To An Effective Employee One On One Meeting

Step 3: Create a Comfortable Environment

Source: Freepik

A comfortable environment sets a positive tone for the meeting, which can inadvertently lead to a better outcome.

What you can do is select a quiet and private location, and set the meeting at a time both the manager and the employee are not in a stressful situation or in a time crunch. Sometimes, deciding what is the best agenda for a one-on-one meeting together might ease both parties into it.

Conducting Effective One-on-One Meetings

There is much variation and ongoing discussions about what is the best format for a 1:1 meeting and how to conduct it effectively. But mostly, a standard one-on-one meeting template usually follows a set three-step pattern.

Step 1: Opening the Meeting

If opening the meeting with a friendly, warm greeting seems like the way to go, you are not wrong. It sets the tone for the rest of the meeting. Follow it up by asking about the other person’s well-being. Once you are both feeling at home, discuss recent professional pursuits.

It is important not to just discuss problems or expectations. A key element of these meetings is expressing appreciation and trying to solve problems. So maintain a warm demeanor and be sure to use positive language.

Step 2: Discussion Framework

Using a structured approach is the best way forward in these meetings. There are four basic areas to cover:

1. Goals

  • Step 1: Discuss the current status of goals that were set during the previous meetings. Focus on areas that need extra attention and where all your team members have excelled.
  • Step 2: Set new goals and a timeline associated with them. Ensure these goals are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) and align with the team objective.

2. Obstacles

  • Step 1: Identify the areas where the employee faced difficulties. Be understanding and try to focus on the problem and not go into assigning blame.
  • Step 2: Discuss possible solutions to these problems. Together, decide on strategies to prevent them from recurring. Offer additional training or resources if necessary.

3. Opportunities

  • Step 1: Understanding career aspirations is key to creating an environment where employees feel supported. Identify potential opportunities within the team that will help individuals attain these goals.
  • Step 2: Create a development plan that will support the individual’s aspirations while ensuring they are still performing in the team’s best interest.

4. Decisions

  • Step 1: Summarize the key takeaways from the meeting and identify the actionable items. These will need to be assigned along with clear deadlines.
  • Step 2: Set up a follow-up meeting for the next time.
Also Read: Guide to Effective One On One Meetings[Infographic]

Step 3: Active Listening and Feedback

Of course, just following the steps is not enough. You must actively listen and empathize. Verbal affirmations such as “I see” or “I understand,” or nonverbal cues such as a nod will go a long way toward helping the team member open up. Do not let any confusion fester. Paraphrase and ask for confirmation.

Assigning blame does no one any good. Instead, offer feedback based on observations and let the employee clarify if there is any misunderstanding. Offer solutions and support.

Post-Meeting Follow-Up

The work isn’t over just because the meeting is. You must still monitor the situation and regularly check in with your team members.

1. Taking Notes and Tracking Progress

Both parties need to agree on the minutes of the meetings. This documentation can be used in future meetings to refresh your memory. Keeping track of actionable items also encourages accountability. In the future, you can review historical data to strategize on an individual level.

2. Continuous Improvement

Ask for inputs regularly. You can also use survey forms to collect feedback at the end of a discussion. Look for recurring themes in the feedback that can be worked on for improvement. Implement changes based on it.

Prioritizing change based on the team’s feedback fosters a culture of trust and continuous improvement. Employees feel valued and their achievements end up being celebrated. In the long run, productivity and loyalty within the organization get a boost.

Also Read: 5 Best Practices For Effective One On One Meetings

Additional Tips for Success

We have mostly covered all that you need to conduct an effective one-on-one meeting. If there are still additional steps you want to take, you can try these out:

1. Flexibility and Adaptability

Be open to changes:

  • Try to create a personalized schedule with meetings planned in intervals as suited for individual needs.
  • Customize your agenda for each meeting, modifying them based on the last one.
  • Be open to varying meeting formats and communication styles as needed.
  • Do not be defensive towards feedback; instead, use it to implement changes within the team.

2. Using Technology

Source: Freepik

Leverage modern tools; here are a few suggestions:

  • Scheduling tools: Google Calendar, Microsoft Outlook
  • Note-taking Apps: One Note, Evernote
  • Task Management Software: Asana, Trello
  • Video Conferencing Platform: Zoom, Microsoft Teams, Google Meets
  • Reminder and Follow-up Tools: Todoist, Google Tasks, Microsoft To Do
Also Read: A Beginners Guide To Effective One On One Meetings

Conclusion

One-on-one meetings are a great way to connect with your team. They help build trust and boost morale, keeping the entire team on track. Whether you plan them weekly or monthly, always have an agenda at hand. Remember, it’s a conversation, not an interrogation. Use these meetings to share ideas, overcome challenges, and celebrate successes.

If you are looking for a way to keep on track with these meetings, you might choose an employee one-on-one meeting template or a 1-on-1 meeting with manager template to make sure you are not missing out on any steps. Use these meetings effectively and watch your team unlock their full potential and fly!

Learning and Development

Frequently Asked Questions

1. How do I handle an employee who is unresponsive or reluctant to participate in one-on-one meetings?

To handle an employee who is unresponsive or reluctant to participate in one-on-one meetings, start by trying to understand the reason behind it. Reassure them of the confidentiality and nonjudgmental nature of these meetings. Use positive reinforcement to make them as comfortable as possible during the meeting.

2. What can I do if I notice that one-on-one meetings are becoming repetitive and losing their effectiveness?

If you notice that one-on-one meetings are becoming repetitive and losing their effectiveness, consider trying these tips:

  • Introduce new topics and bring in subjects of personal interest.
  • Ask them how the meetings can be improved.
  • Try a different location or setting.
  • Vary the agenda a little for every meeting.

3. How can I ensure that the employee receives constructive and well-received feedback during one-on-one meetings?

Focus on outcomes and be specific. A fair assessment, open-minded discussion, and positive phrasing go a long way. Seek feedback as much as you provide it. Offer actionable advice and not vague generalizations.


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Author
Srikant Chellappa
CEO & Co-Founder of Engagedly

Srikant Chellappa is the Co-Founder and CEO at Engagedly and is a passionate entrepreneur and people leader. He is an author, producer/director of 6 feature films, a music album with his band Manchester Underground, and is the host of The People Strategy Leaders Podcast. He is currently working on his next book, Ikigai at the Workplace, which is slated for release in the fall of 2024.

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