One-on-One Agenda
Clearbit, a leading provider of marketing data automation, knows better than most how to kick-start productive meetings. The company's One-on-One Agenda sets the tone for the clear communication required between managers and employees for successful collaboration.
The agenda begins on a positive note, encouraging team members to share highlights from their week, fostering a sense of camaraderie beyond just work-related achievements. Then updates are shared, prepared by the direct report in advance, focused on on their Objectives and Key Results (OKRs), highlighting successes and areas for improvement. This also includes progress tracking towards key performance indicators (KPIs) and any relevant information gathered about customers or products. By encouraging concise discussions and avoiding unnecessary details, the focus remains on clear and actionable tasks for specific issues, while also fostering independent problem-solving skills.
The meeting concludes on a high note, with a symbolic high-five, reinforcing commitments and leaving a positive impression. Clearbit's One-on-One Agenda creates a structured and engaging framework for productive meetings, ensuring effective communication, accountability, and a positive team atmosphere.
One-on-One Agenda
Kick-off the meeting
Ask your team member about the highlight of their week (this doesn't need to be restricted to work; anything will do)
Read your team member's prepared update in silence
Have your teammate create an update prior to the meeting. The update should:
- Center around their OKRs for the month/quarter/year. Split into 'what went well', and 'what could improve' sections around each objective
- Track progress towards their KPI's
- Summary of any pertinent information about how their goals have gone. e.g. What new information did you gather about the customer? The product?
Go through your team member's issues (and proposed solutions)
Try to keep to a few minutes for each issue and not get bogged down in minutiae. For clear asks, give an immediate response or create a follow-up task. Otherwise, we recommend helping people come to their own conclusions, it'll foster a sense of healthy independence.
Cover any open-ended discussions (time for blue-sky thinking)
Prompt your report to create topics prior to the meeting.
Ask, "what are your three most important things to get done by this time next week/month"
Preferably whatever they come up with should be related to their OKR's. Jot down the three tasks in your project management system, set the owner, and the due date for the next one-on-one.
Feedback
Be extremely candid and clear with your critical feedback, leave no room for interpretation. Make sure to give both positive and negative feedback.
High-five
This seals any commitments and parts of the meeting with a good note.
Clearbit, a leading provider of marketing data automation, knows better than most how to kick-start productive meetings. The company's One-on-One Agenda sets the tone for the clear communication required between managers and employees for successful collaboration.
The agenda begins on a positive note, encouraging team members to share highlights from their week, fostering a sense of camaraderie beyond just work-related achievements. Then updates are shared, prepared by the direct report in advance, focused on on their Objectives and Key Results (OKRs), highlighting successes and areas for improvement. This also includes progress tracking towards key performance indicators (KPIs) and any relevant information gathered about customers or products. By encouraging concise discussions and avoiding unnecessary details, the focus remains on clear and actionable tasks for specific issues, while also fostering independent problem-solving skills.
The meeting concludes on a high note, with a symbolic high-five, reinforcing commitments and leaving a positive impression. Clearbit's One-on-One Agenda creates a structured and engaging framework for productive meetings, ensuring effective communication, accountability, and a positive team atmosphere.
