Meeting For Goals – Meeting Management Software

1-on-1 Quarterly Meeting Template

The quarterly 1-on-1 meeting is essential in review the entire quarter with its win and accomplishments and to plan the upcoming 90 days. It clears the path for you to set goals and see what worked and build on them.
 
No matter what the purpose of the meeting is, a 1-on-1 meeting helps you ensure that everyoneโ€™s working toward a common goal. It also aligns everyone on the team with the common goal. 

The Importance of the 1-on-1 Quarterly  Meeting 

The quarterly meeting is a must have to ensure the company goals are being reviewed and discussed with the team both collectively and individually.

Although these meetings are a great way to build rapport with your team, itโ€™s also very important to your teamโ€™s productivity that they stay on track. Make sure your team is comfortable enough to carry on an honest conversation with you. Also ensure you ask the right questions to get to the bottom of what they are working on and what issues they are facing. It is also a great way to stay informed about the status of their goals and if they will be meeting their targets. 

One on One Quarterly Meeting Template

Goals

  • What long-term goals have we agreed to?
  • How have things gone since we last spoke?
  • How would you rate the quarter? What made you rate it this way?
  • What are your plans for the quarter coming up?

  • Obstacles

  • Whatโ€™s standing in your way?
  • What can I do to help?
  • What mistakes did you make this quarter that you donโ€™t want to repeat next quarter?
  • What are your plans for the quarter coming up?

  • Opportunities

  • What are you proud of that people donโ€™t know about?
  • Do you feel youโ€™re growing or moving toward where you want to be?
  • What can the company do to make this your dream job?
  • How could you have improved results? What could have been done better?

  • Decisions

  • What actions will you take before our next quarterly meeting?
  • What other big decisions do we need to make?
  • What can we do to make this the best quarter ever? Best year ever?

  • Go over KPIs for next quarter

  • Present the KPIs for the next quarter

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