5 min read
A Brief Guide to Check-In Meetings (+Questions and Template)
In leadership, your schedule is packed, your workload is heavy, and everyone seems to need your attention. Unfortunately, all of this can make it...
Staying connected with your boss, your direct reports, and your peers has never been more important than over the last 18 months. Whatever you call them, one-on-one meetings, catch-up meetings, or weekly touch base meetings, these meetings, whether face-to-face, virtual, or a catch-up call, have been vital to keeping aligned, engaged, and supported.
A catch-up meeting is a conversation between two or more colleagues who engage in dialogue to build stronger bonds, relationships, and connections on a professional and personal level. While catch-up meetings have always been important, over the last 18 months, something has changed. The catch-up meeting has gained importance, even in the busiest of schedules.
Reclaim.ia, a productivity and time-blocking app for Google Calendar, took a deep dive to understand the pandemics’ impact on catch-up meetings. The corresponding report aggregated the data comparing workweeks from pre-pandemic, February 2020 and current, October 2021 across 15,000 professionals. Some of the highlights of the report include:
If you think this is too much time to spend one-on-one with employees, think again. Employees crave this individualized time with their boss, especially younger employees. In fact, researchers found that 60% of Gen Z employees want their leader to touch base with them more than once throughout the week, and of those, 40% want to interact with their manager daily or several times throughout the day.
Knowing they have regularly scheduled time with their leader for a check-in meeting puts them at ease with an opportunity to connect, ask questions, and feel supported.
Given much time in already busy schedules is dedicated to check-in meetings, ensuring they’re a valuable use of time is of the utmost importance. So try a few of these catch-up meeting best practices to make the most of your next meeting time.
Check-in sessions are the perfect time to develop relationships and build trust, so the time together doesn't need to be solely dedicated to status updates. Rather, use the time to get to know your employees outside of work. Start the meeting with a free-flowing chat, prompted by questions, such as:
As noted earlier, direct reports need to know they have dedicated time with their leader. It benefits them by knowing they will have your full attention. It helps the leader as it diverts constant interruptions as employees will save non-urgent items for your time together.
However, the benefits mentioned above will be eliminated if the leader is unreliable and has a record of canceling check-in meetings. If you’ve ever worked for or with someone who was constantly rescheduling meetings with you, it leaves the impression you’re not very important to them, even if that is not the case.
Creating and collaborating on the agenda for each meeting ensures that the time spent together addresses both the leader’s and the individual’s discussion points. It gives the check-in meeting a clear purpose. However, it shouldn’t be so rigid that conversations or critical topics are cut short.
Use a collaboration tool such as Google Docs or a private Slack channel to collaborate on the agenda and talking points between meetings to keep track of items as they arise.
With so much VUCA (volatility, uncertainty, complexity, and ambiguity) experienced by individuals at work and home since the start of 2020, getting a pulse check on how individuals are feeling during your check-in meetings is a good use of time. Find time in the meeting to ask questions like:
Check-in meetings are an ideal opportunity to give and receive feedback. Feedback shouldn’t only be delivered by the leader. Individuals should feel open to providing feedback as well. However, the leader may need to ask a question like “Do you have any feedback for me?” or when discussing a particular scenario, asks the question, “What could I have done differently in this situation?”
Employees crave feedback from their leader, yet 44% of managers find delivering feedback stressful, with 21% outright avoiding it. If you find yourself amongst the 44% of managers, check out this guide designed to elevate the stress and anxiety many leaders experience when delivering feedback.
Professional goals and development plans shouldn’t come up once a year during the annual review. Instead, they should be discussed and have the progress tracked periodically during check-in meetings to ensure they’re on track and no changes need to be made to the plan. These critical conversations demonstrate that a leader is invested in seeing their employees succeed. In fact, Gallup research has found that employees who feel as though their manager is invested in them as people are more likely to be engaged
To see what was discussed in the meeting actioned, it is essential to take notes after decisions were made and accountabilities we assigned. Then, send a follow-up email post-catch-up meeting with what the leader and the individual agreed to do with due dates. Each individual in the catch-up meeting should hold the other one accountable.
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