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Monthly One-on-One Check-in Meeting

Caitlin Anderson

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Use this template to guide your monthly one-on-one conversations with your managers and/or team members. Each template has space to jot down notes for 3 months at a time. At the end of each quarter, you have a simple and single location to view your goals, progress, challenges overcome, and feedback.

At the end of a quarter, you can copy and paste the sections and continue on the same board!

Benefits of using this template include a structure that allows for better preparation for these important conversations, leading to more productive meetings and more engagement between managers and team members.

Caitlin Anderson

Thinkly Solutions


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