What do you think is your most important meeting as a manager? Where can you have the biggest, perhaps most lasting impact on your team's performance? Right, during the coffee break. Haha, okay, that was a joke. Of course, I'm talking about regular one-to-one check-in meetings with your employees or team members. This is where the right check-in templates can work wonders.
One-to-one meetings have a big advantage over team meetings: there is much less social pressure here. It's not about looking good in the team. Others don't immediately judge me if I say something controversial.
Achieving psychological safety is automatically a little easier here (More on: Psychological Safety in Agile Teams). Provided, of course, that you as a supervisor create an appropriate atmosphere in the 1-to-1 check-ins for your direct reports.
In this guide, I would like to help you find out how to do this and how to conduct successful check-in meetings. I will also give you some tips and suggest free check-in meeting templates (even in different formats: PDF, Excel, XLSX, Word, Google Sheets, PPT) and good questions for check-in meetings. But let's start simpler with a rough definition: What are check-in meetings?
What is a check-in meeting?
Check-in meetings are part of a manager's standard repertoire. The basic idea is simple: I hold regular meetings with my staff, for example weekly, fortnightly, monthly or quarterly, to stay up to date and to lead (i.e. to resolve blockages, set directions, etc.) – whether remotely or on site.
When it comes to a concrete definition of check-in meetings, things get tricky. The terms "check-in meetings" and "one-to-one meetings" are often used interchangeably in practice.
Theoretically, you can differentiate between check-in meetings, which focus purely on operational tasks, and 1-to-1 meetings, which focus on the employee (e.g. training) and my relationship with them. This probably comes closest to a definition of check-in meetings.
The purpose and aim of check-in meetings
Both the purpose and goal of check-in meetings vary in practice depending on how often the face-to-face 1-to-1 meetings are held.
- Aim of more frequent check-in meetings: Typically, very regular check-in meetings, for example daily, weekly or bi-weekly, have more operational objectives: Current tasks are discussed. What is our staff currently working on, what might need to be adjusted and how can I as the boss help?
- Aim for less frequent check-in meetings: If you only hold your one-to-one check-in meeting once a month, every two months, quarterly or even annually, then your aim will probably be much more diverse. It will then be less about managing tasks and more focused on the employee: For example, how is the employee doing, how can the employee be developed further?
The explanations here apply to virtual or digital check-ins as well as to check-ins that take place in person at the office.
Good check-in meeting questions
Next, I want to give you some good free templates for questions that you can use in your monthly check-in meetings. Some of them are classics, others are creative, emotional or fun, and lastly, I also have some questions for the check-in meeting with new employees. They should help you to cover the most important check-in topics, whether you are planning a long or quick check-in meeting.
Here are some classics:
✅ General 1-1 meeting questions
- How are you (really) doing right now?
- On a scale of one (very bad) to ten (very good), how are you feeling right now?
- How focused are you at the moment on a scale of 1 to 10? And why?
- What's going through your head right now?
- What is slowing you down in your work at the moment?
- What's going well for you right now?
- What's not going so well at the moment?
The questions above should provide a good starting point. If you like it a bit more playful and creative, here are some fun check-in questions that can be especially helpful for monthly check-ins, for example, which focus on the mood of employees:
🧑🎨 Creative 1-1 meeting questions
- If you had to characterize your mood as a weather report with regard to the project, your job in general and your tasks, what would it look like?
- How often do you feel overwhelmed or stressed at work? In which situations?
- What does a good break look like for you (fresh air, screens...)?
- What are you doing right now that isn't actually getting you anywhere?
- You get a magic wand and have one wish related to work: What would you wish for (excluding a higher salary)?
- What do you currently need to improve?
- What was your biggest challenge yesterday (or last week etc.)?
Free check-in meeting templates
Check-in meetings basically have a similar structure, no matter how often they take place. This can be seen as a general template for project management check-in meetings:
- Icebreaker, slow arrival at the meeting, possibly through small talk. For example: How are you?
- Discussion of tasks (if this is the focus). For example: Where are you with your tasks right now?
- Discussion and view of metrics and KPIs (if this is the focus). Example question: Where do you currently stand in terms of your metrics and KPIs?
- Discussion of the mood (if this is the focus). For example: How satisfied are you with your work overall?
- Blockages & support. Example question: Do you have everything you need to achieve your goals? How can I help you as your boss?
- Next steps: Based on our conversation, what actions or reminders should we capture for the next one-to-one check-in?
This should already help you as a basic template. Now I would like to give you other free templates and activities for your 1-to-1 check-in in various formats (PDF, Excel / XLSX, Word, Google Sheets, PPT), which you can also download, edit and print out yourself and customize for your on-site (or remote) meeting.
Weekly employee check-in template
The following form is suitable as a free template for your staff employee status check-in.
👋 Welcome & Icebreaker
- How are you today, how has your week been so far?
📕 Topics Employee [name]
- ...
👈 Leadership topics: Review
- What went well last week?
- What were the challenges?
👈 Leadership topics: priorities & goals
- What are your key priorities for the coming week(s)?
- Where do you need my support?
🤚 Conclusion
- Is there anything else you would like to discuss?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
Download template as Google Sheets
Preview: Google Sheets Check-In Template
If you would like a template for weekly check-ins as an editable Google Sheet, simply click on the image below. You can then edit the template flexibly and print it out, for example.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
Monthly employee check-in template
The following form is suitable as a free template for your monthly employee status check-in.
👋 Welcome & Icebreaker
- How was the last month for you?
📕 Topics Employee [name]
- ...
👈 Leadership topics: Successes & progress
- What were your biggest successes in the last month?
- What have you learned in the last month, what skills have you developed?
👈 Leadership topics: Challenges & support
What obstacles did you encounter?
Are there any resources or support you need?
👈 Leadership topics: Development & goals
Are there any new skills you would like to develop?
How can I help you take a small step towards your career goals?
🤚 Conclusion
- Feedback: What can I do better to lead you and/or the team?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
Mood check-in template - focus on emotions
The following form is suitable as a free template for your employee mood check-in with a focus on emotions.
👋 Welcome & Icebreaker
- How are you feeling at the moment, on a scale from 1 (very bad) to 10 (very good)?
📕 Topics Employee [name]
- ...
👈 Manager topics: Mood & satisfaction
- How satisfied are you overall with your work and why?
- How satisfied are you with your team?
- How satisfied are you with your current role?
- How satisfied are you with your learning curve?
👈 Management topics: Support & measures
In each of the above categories: Let's try to improve.
- Key question: What experiments could we try in the next two weeks to take a step towards a better situation?
- Who in your team is already good in these areas? Who could you talk to?
- Thought experiment: Where in our company would you be even happier?
- Which meetings could you skip as a test?
🤚 Conclusion
- Is there anything else I can help you with?
- Let's summarize: Who is responsible for which tasks? When will our next check-in take place?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
Download template as Google Sheets
Preview: Google Sheets Check-In Template
If you would like a template for weekly check-ins as an editable Google Sheet, simply click on the image below. You can then edit the template flexibly and print it out, for example.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
Creative employee check-in template
The following form is suitable as a free template for your creative staff status check-in. In principle, the questions are suitable for weekly, monthly or even less frequent check-ins.
- See picture above: If you had to describe your emotional state as weather, what is the weather like in your project or in your tasks right now?
How is the weather in relation to your employer, your personal life and your private life?
📕 Topics Employee [name]
- ...
👈 Leadership topics: Deep Dive
- What has inspired you recently?
- What have you learned recently?
- If you were the CEO of this company, what would you do?
- If you could change one thing about our meetings and routines, what would it be?
- What could we try out to bring fresh ideas into our work?
🤚 Conclusion
- I really appreciate your honesty.
- What is the most important thing you have learned from today's check-in?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
Quarterly employee check-in template
The following form is suitable as a free template for your quarterly employee status check-in.
👋 Welcome & Icebreaker
- How was your last quarter from your perspective, on a scale of 1 (very bad) to 10 (very good)?
👈 Leadership topics: Successes & progress
- A look at your goals: Where do you currently stand?
- What were your biggest successes in the last quarter?
- What have you learned in the last quarter and what skills have you developed?
- How satisfied are you with your personal development over the last 3 months?
- What did not go as planned, and why?
📕 Topics Employee [name]
- ...
👈 Leadership topics: challenges & support
- What obstacles did you have to contend with?
- Are there any resources or support you need?
👈 Leadership topics: development & goals
- Are there any new skills you would like to develop?
- What are your key goals for the next quarter?
- How do your priorities match up with the team's tasks?
- How can I support you in achieving your career goals?
🤚 Conclusion
- Let's summarize the tasks we noted down in this meeting.
- Feedback: What can I do better to lead you and/or the team?
- Is there anything else to discuss?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
Employee Onboarding Check-In Template
The following form is suitable as a free template for your employee onboarding check-in.
👋 Welcome & Icebreaker
- How has your day been so far?
👈 Leadership topics: Positive
- How has your start been so far?
- Was there anything that you particularly liked?
- What do you think we should keep?
👈 Leadership topics: Improvements
- How welcome have you felt so far, and why?
- How can we improve the onboarding process for new employees?
- In which areas have you had the most questions in the last few days? And how did you answer these questions?
👈 Leadership topics: Next steps
- What goals would you like to achieve in the coming weeks?
- Are there any areas where you need additional information or resources?
🤚 Conclusion
- Once again, welcome to our company. We appreciate your willingness to help us improve our processes.
- What else do you think we should ask in these onboarding interviews?
- Is there anything else that is on your mind?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
90-Day Employee Check-In Template
The following form is a free template for your employee check-in after 90 days in a new job or possibly in a new role.
👋 Welcome & Icebreaker
- How satisfied are you with your job on a scale from 1 (not at all) to 10 (very satisfied)?
👈 90 days in review: Positive
- How has your start been so far?
- What have you liked the most so far?
- What do you think we should keep?
👈 90 days in review: Improvements
- How can we improve the first 90-day experience for new employees?
- In which areas are you still unsure?
👈 90 days in review: Reflection on the status quo
- How satisfied are you with your performance so far? Why?
- How confident are you of achieving your current goals? Why?
- How do you feel about your integration into the team?
- What skills or resources could help you get ahead?
- What can I do to continue to support you?
🤚 Conclusion
- We appreciate your willingness to help us improve our processes.
- What else do you think we should ask in such 90-day check-ins?
- Is there anything else that is on your mind?
⁉️ Mood check (survey)
Download template as printable PDF
Download template as Word document
Download template as Google Docs
Preview: Google Docs Check-In Template
If you want to edit the above template as Google Docs, simply click on the image below. You can then edit the template flexibly by copying it.
🚸 Attention: You must be logged in to Google to be able to copy (and thus edit) the template in the menu at the top left.
Click image to open ⬇️
In case you haven't seen it: You can also open, edit, download and print this template in other formats (such as PDF or Word) in the toggles above. By the way, the downloadable templates are in English, as you may have already seen. You can copy the text above or use the Deepl tool as a translator if you want the check-in template in another language (e.g. Spanish, Dutch, Portuguese, French, Finnish, Italian or Swedish).
So, I hope the template you were looking for is there? If not, you can find many more templates and questions in our Echometer online 1:1 tool. Let's continue with five tips for successful employee check-ins that are sure to get you ahead.
5 tips: How to conduct a successful check-in meeting
The following comic sums up well how one-to-one check-in meetings can be seen when they go badly.
But you can do something about this with the following tips.
Tip 1: Build a relationship
With new employees and in general: create a relaxed atmosphere and bring humor into the meeting. A good relationship promotes openness and trust.
Tip 2: Don't impose the meeting
Make sure that the conversation is perceived as meaningful. Do not force participation – it should be a real opportunity for exchange and reflection. If in doubt, agree to hold the meeting less frequently, for example monthly instead of fortnightly.
Tip 3: Adapt to your staff
Take into account the individual characteristics of your employees, whether introverted, extroverted or status-oriented. Respond to their personality in order to provide them with the best possible support.
Tip 4: Be flexible when conducting the conversation
If there are pauses or silences, you should endure them to give the employee enough space. But if this happens too often, change the topics or the nature of your questions. Dynamism keeps the conversation lively and prevents frustration or boredom. Warning signs of a bad meeting routine are as follows: If the conversation is boring, both sides are not looking forward to it, if you have nothing to discuss or if the meeting is frequently postponed.
Tip 5: Use effective tools
Good tools such as our one-to-one meeting tool Echometer go far beyond check-in notes in terms of functionality: they offer helpful templates, ensure that follow-ups are not forgotten and even make staff development measurable – a great relief for you and your team. More on the topic: The 3 best one-to-one meeting tools in comparison.
Typical challenges with staff check-ins
To give you a few more tips, I would like to give you some typical challenges of status check-ins and how you can solve them:
Challenge: Unclear agenda or objective
- Problem: Conversations are chaotic or lack focus.
- Solution: Share a clear agenda in advance and set priorities.
Challenge: One-sided communication
- Problem: The manager talks more than the employee.
- Solution: Ask open questions and listen actively.
Challenge: Discussions that are too superficial
- Problem: Important topics are not addressed in sufficient depth.
- Solution: Follow up and create space for reflection.
Challenge: Time pressure
- Problem: Meetings are shortened or postponed.
- Solution: Prioritize and keep regular, fixed appointments.
Challenge: Lack of preparation
- Problem: Both sides appear unprepared.
- Solution: Obtain information in advance and clarify expectations.
Challenge: Focus only on problems
- Problem: Conversations are purely negative and demotivating.
- Solution: Emphasize successes and progress, not just challenges.
Challenge: Unclear follow-ups
- Problem: Discussed points are not implemented.
- Solution: At the end, define clear next steps and responsibilities.
By now you should be really well prepared for your one-to-one meeting check-in. One ingredient may still be missing: How do you actually send an email invitation to the check-in, and what are appropriate subject lines for the email? There are templates for this too, of course.
Two templates for check-in e-mail invitations
The following email template for the invitation to check-in meetings is a standard formulation that should be suitable in most cases:
Standard email invitation for employee check-in
Hello [name of employee],
As discussed, I would like to set up regular 1:1 meetings with you to discuss your current projects, challenges and goals and to make sure you get the support you need. These meetings will provide an open platform for mutual feedback and collaboration.
I would like to arrange our first meeting on [date and time]. The appointment lasts about [duration] minutes. Please let me know if that works for you. I'll then put the series of dates in the calendar.
I suggest that we keep our joint notes for preparing the 1:1 meetings here so that we can both access them: [Link]
I look forward to getting into conversation with you!
Best regards
[Your name]
Before we get to the subject lines, here's a situation you might be in sometimes: the first check-in with new employees. If you have a new employee, the following template for status check-in meeting email invitations can help you:
Email invitation for first check-in with new employees
Hello [name of employee],
Welcome to the team! I hope you already feel that you are in good hands with us and have gained some positive initial impressions.
To provide you with the best possible support during your induction period, I would like to introduce regular 1:1 meetings with you. These meetings provide a platform to clarify your questions, talk about your progress and any challenges and help you to settle in well with us.
I would like to arrange our first meeting on [date and time]. The appointment lasts about [duration] minutes. Please let me know if that works for you. I will then add the series of dates to our calendars.
I suggest that we keep our joint notes on the preparation of the 1:1 meetings here so that we can both access them: [link].
I look forward to getting to know you even better and working with you!
Best regards
[Your name]
The following examples are suitable as subject lines for the email:
New: Our personal 1:1 meetings
Kick-off: 1:1 meetings starting next week
Important advance information: 1:1 meetings starting next week
If you would like more email templates for one-to-one meetings, for example for a performance appraisal or conflict discussion, take a look at our article on this: 5 templates for one-to-one email invitations.
How often should check-in meetings be held?
As many first-time managers ask themselves how often a 1-1 meeting should be held, I would like to say a few words about the typical cadences:
- Daily employee check-ins: These are very short, a quick 15 minutes is enough for the blocker in the calendar, and focus on discussing the current tasks. Daily 1-to-1 check-ins are particularly useful in teams where infrequent joint team meetings take place. However, they are rather rare.
- Weekly employee check-ins: These typically last 10-30 minutes and also focus primarily on discussing tasks. Time may also be taken to give each other feedback (on suboptimal behavior, for example).
- Bi-weekly employee check-ins: The duration is also typically 30 minutes, the content is mixed, these project management check-ins may take place digitally: Both tasks and personal development etc. are discussed, and leave may also be requested here, for example.
- Monthly employee check-ins: These tend to last between 30 and 60 minutes. The focus is also usually more on the bird's eye view: How are you doing at the moment or what is your mood like? What is the status of your annual goals? How can I help you with your further development?
- Quarterly employee check-ins: The duration here is around 60 minutes. The focus is similar to the monthly check-ins.
- Semi-annual employee check-ins: These check-ins are usually less quick. Here the duration is between 60 and 90 minutes. On the one hand, similar questions are asked as at the monthly check-in. On the other hand, other administrative topics can be discussed here, such as salary expectations. Performance questionnaires specified by the HR department may also be answered or discussed. In other words, we can also talk about an appraisal interview.
- Annual employee check-ins: Here we can definitely talk about a classic annual or year-end employee meeting and review. I doubt whether this can still be called a check-in according to the above definition.
- Onboarding check-ins: In an onboarding check-in, typical onboarding questions are clarified with new employees: How have you settled in so far, how is vacation planning going, who is your mentor, where is the canteen etc... You can also find a free template for the onboarding check-in below.
- 90-day check-in: Similar to the onboarding check-in, the 90-day check-in focuses on ensuring that employees have settled well into the new company. If possible, the 90-day check-in should take place in person rather than digitally.
Incidentally, in my experience, the frequency of personal one-to-one meetings is often related to the size of the team. If the team is rather large (i.e. more than eight people), they simply take place less frequently in order to allocate time sensibly between different responsibilities as a manager.
Does this mean that annual staff reviews can be useful? In my opinion, no. A more regular check-in also tends to mean faster learning loops. And in our complex and fast-moving world of work, these are – appropriate, at least for knowledge workers –. The following graphic illustrates this point very well:
Alternative, catchy names for check-in meetings
Some managers rightly ask themselves whether digital, virtual or face-to-face check-in meetings could be given a more attractive, memorable name. The answer is this: Yes, of course! I'll give you a few examples here:
- Weekly Catch-Up
- Weekly Check-In
- Weekly Debrief
- Task-Talk
If you want something even more catchy, fun and creative, I've put together some other memorable alternatives for you here:
- Task Lounge
- Sync & Solve
- Action Hour
- Workflow workshop
- Task-Tuesday
- Unfolding round
- Career coffee break
- Booster Talk
If that's not enough for you, there are of course many more fun names. Just take a look at our blog article on the subject: 60 Fancy, Fun & Catchy One-on-One Meeting Name Examples.
Conclusion - Regular check-in meetings
Regular check-in meetings between managers and employees are a valuable tool for building trust, overcoming challenges and promoting personal and professional development. But for these meetings to be truly effective, the right approach is essential.
The tips in this article will help you get the most out of these meetings: a relaxed, personal atmosphere, a clear structure and adaptation to the individual needs of your staff create the basis for open and productive discussions. At the same time, good tools such as Echometer make the process more efficient and ensure that no important follow-ups are lost. Hopefully our templates have helped you!
Ultimately, check-in meetings are more than just an appointment in the calendar – they are an opportunity to strengthen your team, boost motivation and achieve better results in the long term. Good luck!
If you would like to take a look at our Echometer tool live, you can simply jump directly to the tool using the following template:
1:1 Meeting Tool Template: Mood as weather
- If you had to describe your emotional state as the weather, how is the weather in your project or your tasks at the moment?
How is the weather in relation to your employer, your personal life and your private life?
1:1 Meeting Tool Template: Communication
Where do you see your team: How are contributions distributed?
Where do you see yourself? What role do you play, depending on the meeting?
What would be a first step to ensure that contributions are distributed more evenly within the team?
1:1 Meeting Tool Template: Fail forward
When was the last time you had the feeling that you had made a mistake with something?
How did you react to this mistake?
What would be a constructive view of this "mistake"?
What are the next important mistakes you need to make to get closer to your goals?
1:1 Meeting Tool Template: Learn from the best
Who in your team do you look up to and why?
What are the things you want to learn when you think about your colleagues in the company and beyond?
Get in touch with the people you want to learn from.
1:1 Meeting Tool Template: Conflict types
Name a recent conflict you had in your team.
Take a look at the 5 different conflict styles: Can your behavior and attitude be classified into one or more of the conflict styles?
How could you have handled the conflict better?