Outline for Meeting with Your Direct Reports
The following is a sample template to use your direct reports (those who report to you). This template is designed to serve as a meeting agenda for managers to use on a routine basis—weekly, every two weeks, or monthly.
Our Company’s Core Values
- Integrity
- Excellence
- Innovation
- Trusted Advisor
- Attorney & Staff Satisfaction
- Teamwork
Ratings:
+ means “consistently present”
+/- means “sometimes present”
– means “rarely present”
Note to supervisor: Learn how to do this by reading chapter 4 (“The People Component: Surround Yourself with Good People”) of Traction: Get a Grip on Your Business, by Gino Wickman.
Essential Skills for This Position
- Written communications
- Phone communications
- Java programming
- Project management
Ratings:
+ means “consistently present”
+/- means “sometimes present”
– means “rarely present”
Note to supervisor: These are the skills listed in the job description for this position. They will vary for each position.
Your 1-Year Plan for Your Key Responsibilities
- 1 Year Goals:
- Complete Project A
- Complete Project B
- Complete Project C
- Milestones & Dates:
- Complete Phase 1 of Project A by March 3
- Complete Phase 1 of Project B by June 11
- Complete Phase 1 of Project C by May 1
- Should be Completed by Our Next Meeting:
- Complete Task 1-4 of Project A
- Complete Task 1-4 of Project B
- Complete Task 1-4 of Project C
Note to supervisor: This section is highly customized for a person’s projects, goals, and duties. If a person has a quota or expectations regarding completing work, you would review their progress here.
Your Dreams
What are your personal dreams (bucket list)? Here are some example areas:
- Learning
- Adventure
- Family
- Volunteer
- Financial
- Life Goals
- Physical
Note to supervisor: Learn how to do this by reading The Dream Manager, by Matthew Kelly. Then consider how you can help your direct report pursue these dreams.