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.
Review Quick Guide
The Quick Guide to Ongoing Check-Ins outlines the best practices that are proven to make your check-in discussions more effective:
- At the first meeting, discuss roles and responsibilities - what you, the supervisor, and your direct report are each responsible for.
- Review annual goals; for new projects or assignments, discuss expectations (See Goal Setting for more information).
- Evaluate current progress and provide coaching to support performance and development.
- Determine next steps.
View the printable guide below for more details on each step.
Apply: Practice Scenario & Template
Use this template as needed to help structure your ongoing check-in discussions (MS Word).