Ongoing Check-Ins

Using ongoing check-ins to set challenging goals and to provide feedback and coaching is the best way to support the performance and development of the people you supervise. Ongoing check-ins are the key to on-the-job learning, which is the single most important way people improve and grow at work.  

Ongoing Check-ins - the second step in effective performance management

1. Review the Quick Guide to Ongoing Check-Ins

The Quick Guide to Ongoing Check-Ins outlines the best practices that are proven to make your check-in discussions more effective:

  1. At the first meeting, discuss roles and responsibilities - what you, the supervisor, and your direct report are each responsible for.
  2. Review annual goals; for new projects or assignments, discuss expectations (See Goal Setting for more information).
  3. Evaluate current progress and provide coaching to support performance and development.
  4. Determine next steps.

View the printable guide below for more details on each step.

View Printable Guide

2. Check what you have learned so far

Need to practice? Work through the scenario below to see how you would conduct the ongoing check-in discussions with Jonah Dunwoody.

Ongoing Check-Ins Quiz Jonah

3. Apply

Use this template as needed to help structure your ongoing check-in discussions (MS Word).

Download Template

Want to dig deeper?

The science behind Effective Performance Management - materials curated for you by our Leadership and Talent Development team.

Have a Question?

We are happy to help! We also invite you to share your successes in using this material and/or letting us know how we can improve it. Submit your question about the course content to an LTD consultant.