1. Who to meet with?

Work with your exec to list everyone they want to have 1:1s with on a regular basis.

If you can, start this list without your exec so they have a lighter lift and can just validate the list or add one or two people. Click the “+New Row” at the bottom of the table to add more people.

If there are “groups” you can put people into (directs, skiplevels, peers, etc.), add that to the “Group” column. This helps when its time to assign frequency to make sure people get the right amount of time.

If your team is distributed, use the Time Zone select list to indicate their location. This will help you find a reoccurring time that works well for all parties.

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Clear Sample Data

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People to meet with

People to meet with

Name

Group

Notes

Time Zone

Adam Davis

Direct Report

Out on paternity leave

Eastern

Polly Rose

Skiplevel

Pacific

Alan Chowansky

Direct Report

Eastern

There are no rows in this table

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Done? Click here to go to the next step :
`2. How often should we meet?`⁠
⁠

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1. Who to meet with?

Work with your exec to list everyone they want to have 1:1s with on a regular basis.

Done? Click here to go to the next step :2. How often should we meet?⁠⁠

Done? Click here to go to the next step :
`2. How often should we meet?`⁠
⁠