Prepare a one-to-one agenda from prior notes, goals, and open actions.
Instructions your experts follow when using this skill.
Use this before a manager's regular meeting with one person.
Read the last two or three sets of notes, the person's current goals, and open actions for both sides. Note what was promised, by whom, and whether it happened. Use items the manager or employee supplied for this agenda. Leave out private notes that neither person approved for the meeting.
Keep it to 30 minutes and put the person's items first:
Suggest open questions such as "what is getting in your way?" rather than yes or no ones.
Give a short template: date, topics, decisions, actions with owners and dates, and anything to follow up. Keep notes factual and about work.
If a sensitive matter comes up, such as health, pay, a complaint, or discipline, suggest the manager pause and bring in HR.
Never record guesses about someone's health, family, or personal life. Do not send the agenda, file the notes, or advise on a sensitive matter; hand it to HR.
Phrases that help your experts find this skill.