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1-on-1 Strategy Meeting with Manager

A 1-on-1 strategy meeting is a great opportunity to check in with a manager on how the company is doing and how the company strategy is reflected within the organization. It allows teams to properly plan for the month or quarter, review results and go through any roadblocks that employees might foresee. Is also saves time by allowing you to review goals, key performance indicators (KPIs) and objectives and check in to see if they are clearly understood. It also informs the leader of the organization what are the team’s expectations going forward and if targets are going to be met. 
 
1-on-1 Meeting with Manager on Strategy Meeting Template
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The Importance of the 1-on-1 Strategy Meeting

The strategy meeting is essential in guiding the short to medium term success of the company. With a 1-on-1 strategy meeting the manager and director will meet to discuss how the company is doing and therefore allow the 2 leaders to gauge the company’s success and if they are on of off target.

The 1-on-1 strategy meeting can be carried out on a weekly, monthly or quarterly basis. The meetings need to be planned and properly executed otherwise risk running off topic. A great way to manage the meetings is to follow an agenda that sets out topics to discuss and sets clear key performance indicators (KPIs) to be reviewed. Clear and concise quarterly company KPIs have long been the go to strategy for many companies that have achieved success. Use the 1-on-1 strategy meeting template to go through these KPIs and manage them. Our 1-on-1 strategy meeting template highlights KPIs and assigns time to discuss them. 

1-on-1 Strategy Meeting with Manager Template

General Questions:

  • What’s on your mind this week?

  • Any admin items (e.g., holidays) that we should discuss?

    Strategy & Tactics:

  • Do you have any questions about strategy?

  • Do you need any additional input from me?

    Updates:

  • How are you progressing towards your goals?

  • What has been the biggest issue?

  • What are the other top issues keeping you from achieving your goals?

  • What is your best achievement since we last spoke?

  • What went very well since our last meeting?

    Feedback:

  • Are there any interactions you would like to talk about?

  • What can I do more of to help?

    Goals:

  • Are your goals clear and achievable?

  • Is your entire team aligned with your goals?

    Next Steps:

  • What are your top priorities from now till our next meeting?

  • What is the biggest decision we need to take going forward?

  • What is the one skill you need to work on in the next few weeks?

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