What vendors made it to the short list and what were the pros/cons of each? What, if any, criteria did you establish to compare the alternatives? Which of the sources you described above was the most influential in driving your decision? What provided the most (and least) helpful information? What did that look like? How helpful was it? How could it be better? What words specifically did you search on Google? Where did you go to find more information? (more questions if needed) What was the first thing you did to research potential solutions? How helpful was this source? How familiar were you with different options on the market? How did you know that something in this category could help you? What challenges were you facing at the time? Think back to when you first realized you needed a. What has been your biggest challenge in the last year? What are the team’s goals and how do you measure them? Tell me about your personal job responsibilities. What do you do to fully disconnect at the end of the day? What do you do to celebrate the small wins? What are your hobbies? What do you do on the weekends? What are your expectations from the 1:1s going forward? What are your goals and objectives for the next 6 months?

What are your preferred methods of feedback? Personal, group, email, Slack, etc? How often would you like to get feedback? What do you like and dislike about communication and collaboration processes you've used until now? What's your preferred method of communication? Would you like to address any particulars from our team wiki or the onboarding documentation?Ĭommunication and collaboration tools and processes What about our remote practices do you want to learn about? Have you worked remotely before? If so, for how long? Just before the meeting ends, take a few minutes to summarize, “Who said they are going to do what and when?” and email the notes to everyone.Ĭlose your meeting by asking each person for one word or phrase of reaction that sums up the meeting for them. Pick your topic based on patterns and trends from the daily huddles, progress on your priorities/theme, feedback from employees and customers, and/or the opportunities and challenges that have surfaced. What issues are cropping up day after day?įocus on only one or two key topics. Time to review specific feedback from customers and employees. Review any metrics that were not reported in the daily huddles.ġ0 minutes: Customer and employee feedback Review the status of pre-set priorities and discuss any gaps in progress. How can I partner with you to enhance your accountability? How will you hold yourself accountable to the goal(s) you set today? What new awareness or learning happened today? What are your take-aways from this session? How will you support your commitment to this action? What might get in the way of accomplishing this? What changes or differences might you or others notice?

What is the BEST solution for you in this situation? Where are you now regarding what you wanted to achieve today?

What will that look like or feel like? (subjective or objective) How will you know you achieved what you want to accomplish today? What is the issue/goal you’d like to focus on today?Ģ. Methods of measurement: Lay the groundwork to measure the results of your action s. Meeting summary: Distill all findings from the session into a few key takeaways.Īction items: Make your descriptions of action items as specific as possible, including clear steps, owners, and deadlines. What changes need to be made to implement a solution?ĭo they over-extend the team’s ability to adapt? Then, review them as a team and assess their feasibility! The goal is for the team to collect specific types of ideas and observations about the project along the lines of:Įnlist the help of your team and have a vote (can be anonymous if preferred) to choose 2-3 top solutions. Add context for your team to understand the purpose of the meeting. Acknowledge your team, provide an on-ramp & establish context and boundaries.

Professional agenda template