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Quarterly Career Growth One-on-one Meeting Template

Use the 1:1 agenda for recurring career advancement meetings with your direct reports.

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Quarterly Career Growth One-on-one Meeting Template

Walkthrough

Meeting prep

Ask your direct report to come ready to talk about their short and long-term career goals. Some prompts that may be helpful include listing out what is important to them: their values, lifestyle, and passions.

Set the scene (5 minutes)

Before diving straight away into career goals, start with where you are. Get an understanding of what in their role energizes, challenges, and drains your direct report. This may help everyone get more clarity when it's time to talk about short and long-term development.

Discuss goals (20 minutes)

Now it's time to dive into goals. Let your direct report lead this part of the conversation while you are an active listener, taking notes on what their short-term (6mo-2 years) and long-term (2+ years) career goals are.

Identify gaps and opportunities (15 minutes)

Use this time to discuss what projects your direct report can begin working on, and areas your direct report wants to learn more about to get closer to their goals. It's likely their current role doesn't fully contribute to where they want to go next, and that's perfectly normal! Whether they're interested in using a professional development budget to take a public speaking class, or shadowing a sales teammate to understand how product demos work, offer up how you can support them, be it intros to people or access to resources.

Create an action plan (5 minutes)

Based on the conversation, end the meeting by identifying 1-3 actions one or both of you will take to work on before the next meeting.

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Bonusly is the fun and easy employee engagement solution that combines 360-degree recognition, meaningful feedback, and rewards that employees love to keep them engaged and satisfied. Bonusly also makes it easy for managers and leaders to gather, understand, and act on employee feedback with fun, lightweight surveys of all types. Check out Bonusly for yourself.

About this template

Career growth is the key to employee retention ๐Ÿ”‘ Use this quarterly 1:1 to identify how each of your direct reports wants to grow, and identify stepping stones you both can take to develop and reach their goals.

Posted on Feb 25, 2022

Quarterly Career Growth One-on-one Meeting FAQs

How long should a quarterly career growth one-on-one meeting be?

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You should initially set your quarterly career growth one-on-one meetings for 45 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have quarterly career growth one-on-one meetings?

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Most quarterly career growth one-on-one meetings tend to occur quarterly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a quarterly career growth one-on-one meeting?

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8 great things to discuss in your Quarterly Career Growth One-on-one Meeting:

  • What parts of your job do you currently find interesting?
  • What parts of your job drain you?
  • What are your top 2-3 long-term career goals?
  • What are your top 2-3 short-term career goals?
  • Do you have any ideas for projects you can work on in your role now that might help you reach your future goals?
  • What skills and topics are you interested in becoming proficient in/learning more about?
  • How can I support you in this learning opportunity?
  • 1-3 Action items for this quarter

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