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People Management

Check-Ins: A Manager's Guide to Continuous Performance Management

People Management

Check-Ins: A Manager's Guide to Continuous Performance Management

Learn how effective check-ins prioritizes mental health, align goals, and drive continuous improvement for a productive team.
Published on
March 29, 2024

Regular check-ins are not mere tasks on a manager's agenda; they play a vital role in team building and fostering continuous improvement. One of the most challenging aspects for managers is distinguishing between checking in and checking up, as highlighted in a case study by Harvard Business Review featuring Valve Software.

Check-in meetings allow managers to connect with their team members, discuss progress, and address challenges. They also know questions to ask your team, mainly where teams often operate remotely or in different time zones; consistent communication and alignment are more critical than ever. By conducting productive weekly check-ins, managers can foster a supportive and collaborative environment that promotes growth and development.

In this article, we will explore the benefits of weekly check-ins and provide a comprehensive guide for managers on how to make these meetings productive and impactful.

Discover ways to improve weekly check-in to foster continuous team improvement.

Understanding the Purpose of Weekly Check-Ins

To conduct effective check-in meetings, it is essential to understand their purpose and objectives. One of the primary benefits of conducting weekly check-ins is establishing a supportive and collaborative environment, which ultimately can help improve retention in the workplace. When team members know they have a regular opportunity to connect with their manager, it creates a sense of psychological safety and trust. They feel valued and heard, knowing their contributions and concerns will be addressed. This, in turn, leads to increased employee engagement and job satisfaction.

Another significant advantage of weekly check-ins is their role in driving continuous improvement. These meetings serve as checkpoints to assess progress towards individual and team goals. They allow managers to identify obstacles or roadblocks hindering progress and provide timely support and guidance.

In addition to providing a platform for progress updates, check-in meetings allow managers to set expectations and align goals. Managers ensure everyone works towards a common purpose by establishing clear objectives and discussing the desired outcomes for the upcoming week or period.

Feedback is an essential component of the check-in process. Managers can also use these meetings to provide constructive feedback to their team members. By offering specific guidance and suggestions for improvement, managers help their employees to grow and develop professionally. Likewise, team members can provide feedback to managers, creating a culture of mutual learning and improvement.

Weekly check-ins are more than just routine meetings but powerful tools for managers to drive continuous improvement within their teams. Managers can maximise the benefits of these meetings by creating a supportive and collaborative environment, aligning goals, providing feedback, and actively listening.

Preparing for a Productive Check-In Meeting

Managers must invest time in preparation to conduct productive and impactful check-in meetings. A well-prepared meeting involves setting the agenda, outlining the key topics to be discussed, and encouraging employee involvement. When team members can contribute to the agenda or suggest discussion points, it empowers them to take ownership of the meeting and ensures that their concerns and priorities are addressed.

Creating an Engaging Check-In Format

The format of the check-in meeting plays a significant role in its success. Managers should consider factors such as the duration and frequency of the meetings. While some teams may benefit from shorter, more frequent check-ins, others may prefer longer, less frequent sessions. It is also important to leverage tools and technologies to make the check-in process more engaging and efficient. Video conferences, collaborative platforms, project management tools, and employee engagement tools like Beam can enhance communication and help facilitate discussions.

Key Elements to Cover in a Check-In Meeting

To ensure a comprehensive and productive check-in meeting, managers should focus on Five key elements: Mental well-being, progress and achievements, Priorities, Challenges and roadblocks, and feedback and development.

Mental well-being

It is crucial for managers to prioritise the mental well-being of their team members during check-ins. By emphasising mental health within your organisation, you improve the company culture, manage emotions in the workplace and ensure every team member feels valued and heard. Integrating mental health check-ins into your weekly check-ins can profoundly impact your employees’ well-being.

Pulse surveys on Beam

Progress and Achievements

During the check-in meeting, managers should provide an opportunity for team member to discuss their accomplishments. Celebrating milestones and recognising outstanding work boosts morale and motivates employees to continue performing at their best.

Goal progress on Beam

Priorities

Determining the most effective strategies for your company's bottom line is a constant priority. In the context of a content team meeting to discuss upcoming topics for the next month, you can leverage the power of weekly check-ins to identify and prioritise topics that will have the greatest impact.

Priorities on Beam

Challenges and Roadblocks

Identifying obstacles and discussing potential solutions is crucial for overcoming challenges. Managers should create a safe space for team members to express their concerns and seek support. By addressing these roadblocks, managers can facilitate problem-solving and keep the team on track.

Survey questions on Beam

Developing a questionnaire to measure Employee Satisfaction

Another helpful feature is the use of check-in questions to measure employee satisfaction. A well-designed question survey can provide valuable insights into the factors contributing to or detracting from employee satisfaction.

Here are some examples of questions that you can include in your employee satisfaction questions survey:

  • Overall satisfaction: How satisfied are you with your job overall?
  • Compensation and benefits: Are you satisfied with your compensation and benefits?
  • Work-life balance: Are you able to maintain a healthy work-life balance?
  • Company culture: How would you describe the company culture?
  • Growth opportunities: Do you feel you have opportunities to grow and develop your skills?

Feedback and Development

Providing constructive feedback is essential for professional growth. Managers should offer guidance and suggestions for improvement, highlighting both strengths and areas for development. Additionally, check-in meetings provide an opportunity to discuss professional development opportunities and growth plans, fostering continuous learning within the team.

Feedback software on Beam

Active Listening and Effective Communication

Managers must practice active listening to make check-in meetings impactful. This involves giving undivided attention to the speaker, acknowledging their points, and clarifying any misunderstandings. Active listening fosters open dialogue, encourages team members to share their thoughts and concerns, and strengthens trust and collaboration within the team.

Documenting and Following Up on Action Items

To ensure accountability and progress, it is crucial to document the key discussion points and action items from the check-in meeting. Managers should summarise the meeting's outcomes and share them with the team. Following up on action items and tracking progress demonstrates commitment and reinforces the importance of the check-in process.

Adjusting the Check-In Process Over Time

As with any process, it is essential to evaluate the effectiveness of the check-in meetings regularly. Gathering feedback from team members and reflecting on the outcomes can help identify areas for improvement. Based on this feedback, managers should be open to adjusting the meetings’ format, structure, or content. By continuously refining the check-in process, managers can enhance team collaboration and ensure that the meetings remain relevant and productive.

Key Takeaway

Weekly check-ins are crucial for building strong teams, fostering personal growth, and aligning goals. By implementing these insights, you can transform check-ins into dynamic tools for collaboration, accountability, and improvement. Take the next step and improve your team's check-in process with Beam, a tool that guides your team to new heights of success through enhanced communication and a stronger sense of community. Use Beam and lead your team into a future of unparalleled growth and satisfaction. To further help your journey to conducting better check-ins, check out Beam for employee engagement.

FAQs

How should managers address consistent negative feedback in check-ins?

Addressing consistent negative feedback in check-ins requires a delicate balance. Managers should approach these situations with empathy, aiming to understand the root causes of the dissatisfaction. Creating a safe space where employees feel heard and valued is crucial. Solutions might involve setting achievable goals, offering support or resources to overcome challenges, or adjusting roles to align with the employee's strengths and interests.

What strategies keep check-ins focused and avoid them becoming venting sessions?

Managers should establish a clear agenda for each meeting to keep check-ins focused and prevent them from turning into venting sessions. This agenda can include a review of accomplishments, challenges, and goals. It's also helpful to encourage constructive feedback and solutions-oriented discussions. Managers can ensure that check-ins remain productive by steering the conversation towards actionable outcomes.

What follow-up actions are recommended after identifying improvement areas in check-ins?

After identifying areas of improvement during a check-in, recommended follow-up actions include developing a personalised development plan with specific, measurable objectives. Managers should schedule regular follow-ups to discuss progress, offer feedback, and adjust the plan. This ongoing support and accountability can significantly enhance the employee's growth and performance.

How can managers balance addressing performance issues with maintaining positive relations during check-ins?

Balancing the need to address performance issues while maintaining a positive relationship during check-ins is key. This can be achieved by focusing on the issue rather than the person, using positive language, and expressing confidence in the employee's ability to improve. Acknowledging the employee's strengths and contributions can also help maintain a positive tone. Managers must listen actively and show genuine concern for employees' well-being and professional development.

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Regular check-ins are not mere tasks on a manager's agenda; they play a vital role in team building and fostering continuous improvement. One of the most challenging aspects for managers is distinguishing between checking in and checking up, as highlighted in a case study by Harvard Business Review featuring Valve Software.

Check-in meetings allow managers to connect with their team members, discuss progress, and address challenges. They also know questions to ask your team, mainly where teams often operate remotely or in different time zones; consistent communication and alignment are more critical than ever. By conducting productive weekly check-ins, managers can foster a supportive and collaborative environment that promotes growth and development.

In this article, we will explore the benefits of weekly check-ins and provide a comprehensive guide for managers on how to make these meetings productive and impactful.

Discover ways to improve weekly check-in to foster continuous team improvement.

Understanding the Purpose of Weekly Check-Ins

To conduct effective check-in meetings, it is essential to understand their purpose and objectives. One of the primary benefits of conducting weekly check-ins is establishing a supportive and collaborative environment, which ultimately can help improve retention in the workplace. When team members know they have a regular opportunity to connect with their manager, it creates a sense of psychological safety and trust. They feel valued and heard, knowing their contributions and concerns will be addressed. This, in turn, leads to increased employee engagement and job satisfaction.

Another significant advantage of weekly check-ins is their role in driving continuous improvement. These meetings serve as checkpoints to assess progress towards individual and team goals. They allow managers to identify obstacles or roadblocks hindering progress and provide timely support and guidance.

In addition to providing a platform for progress updates, check-in meetings allow managers to set expectations and align goals. Managers ensure everyone works towards a common purpose by establishing clear objectives and discussing the desired outcomes for the upcoming week or period.

Feedback is an essential component of the check-in process. Managers can also use these meetings to provide constructive feedback to their team members. By offering specific guidance and suggestions for improvement, managers help their employees to grow and develop professionally. Likewise, team members can provide feedback to managers, creating a culture of mutual learning and improvement.

Weekly check-ins are more than just routine meetings but powerful tools for managers to drive continuous improvement within their teams. Managers can maximise the benefits of these meetings by creating a supportive and collaborative environment, aligning goals, providing feedback, and actively listening.

Preparing for a Productive Check-In Meeting

Managers must invest time in preparation to conduct productive and impactful check-in meetings. A well-prepared meeting involves setting the agenda, outlining the key topics to be discussed, and encouraging employee involvement. When team members can contribute to the agenda or suggest discussion points, it empowers them to take ownership of the meeting and ensures that their concerns and priorities are addressed.

Creating an Engaging Check-In Format

The format of the check-in meeting plays a significant role in its success. Managers should consider factors such as the duration and frequency of the meetings. While some teams may benefit from shorter, more frequent check-ins, others may prefer longer, less frequent sessions. It is also important to leverage tools and technologies to make the check-in process more engaging and efficient. Video conferences, collaborative platforms, project management tools, and employee engagement tools like Beam can enhance communication and help facilitate discussions.

Key Elements to Cover in a Check-In Meeting

To ensure a comprehensive and productive check-in meeting, managers should focus on Five key elements: Mental well-being, progress and achievements, Priorities, Challenges and roadblocks, and feedback and development.

Mental well-being

It is crucial for managers to prioritise the mental well-being of their team members during check-ins. By emphasising mental health within your organisation, you improve the company culture, manage emotions in the workplace and ensure every team member feels valued and heard. Integrating mental health check-ins into your weekly check-ins can profoundly impact your employees’ well-being.

Pulse surveys on Beam

Progress and Achievements

During the check-in meeting, managers should provide an opportunity for team member to discuss their accomplishments. Celebrating milestones and recognising outstanding work boosts morale and motivates employees to continue performing at their best.

Goal progress on Beam

Priorities

Determining the most effective strategies for your company's bottom line is a constant priority. In the context of a content team meeting to discuss upcoming topics for the next month, you can leverage the power of weekly check-ins to identify and prioritise topics that will have the greatest impact.

Priorities on Beam

Challenges and Roadblocks

Identifying obstacles and discussing potential solutions is crucial for overcoming challenges. Managers should create a safe space for team members to express their concerns and seek support. By addressing these roadblocks, managers can facilitate problem-solving and keep the team on track.

Survey questions on Beam

Developing a questionnaire to measure Employee Satisfaction

Another helpful feature is the use of check-in questions to measure employee satisfaction. A well-designed question survey can provide valuable insights into the factors contributing to or detracting from employee satisfaction.

Here are some examples of questions that you can include in your employee satisfaction questions survey:

  • Overall satisfaction: How satisfied are you with your job overall?
  • Compensation and benefits: Are you satisfied with your compensation and benefits?
  • Work-life balance: Are you able to maintain a healthy work-life balance?
  • Company culture: How would you describe the company culture?
  • Growth opportunities: Do you feel you have opportunities to grow and develop your skills?

Feedback and Development

Providing constructive feedback is essential for professional growth. Managers should offer guidance and suggestions for improvement, highlighting both strengths and areas for development. Additionally, check-in meetings provide an opportunity to discuss professional development opportunities and growth plans, fostering continuous learning within the team.

Feedback software on Beam

Active Listening and Effective Communication

Managers must practice active listening to make check-in meetings impactful. This involves giving undivided attention to the speaker, acknowledging their points, and clarifying any misunderstandings. Active listening fosters open dialogue, encourages team members to share their thoughts and concerns, and strengthens trust and collaboration within the team.

Documenting and Following Up on Action Items

To ensure accountability and progress, it is crucial to document the key discussion points and action items from the check-in meeting. Managers should summarise the meeting's outcomes and share them with the team. Following up on action items and tracking progress demonstrates commitment and reinforces the importance of the check-in process.

Adjusting the Check-In Process Over Time

As with any process, it is essential to evaluate the effectiveness of the check-in meetings regularly. Gathering feedback from team members and reflecting on the outcomes can help identify areas for improvement. Based on this feedback, managers should be open to adjusting the meetings’ format, structure, or content. By continuously refining the check-in process, managers can enhance team collaboration and ensure that the meetings remain relevant and productive.

Key Takeaway

Weekly check-ins are crucial for building strong teams, fostering personal growth, and aligning goals. By implementing these insights, you can transform check-ins into dynamic tools for collaboration, accountability, and improvement. Take the next step and improve your team's check-in process with Beam, a tool that guides your team to new heights of success through enhanced communication and a stronger sense of community. Use Beam and lead your team into a future of unparalleled growth and satisfaction. To further help your journey to conducting better check-ins, check out Beam for employee engagement.

FAQs

How should managers address consistent negative feedback in check-ins?

Addressing consistent negative feedback in check-ins requires a delicate balance. Managers should approach these situations with empathy, aiming to understand the root causes of the dissatisfaction. Creating a safe space where employees feel heard and valued is crucial. Solutions might involve setting achievable goals, offering support or resources to overcome challenges, or adjusting roles to align with the employee's strengths and interests.

What strategies keep check-ins focused and avoid them becoming venting sessions?

Managers should establish a clear agenda for each meeting to keep check-ins focused and prevent them from turning into venting sessions. This agenda can include a review of accomplishments, challenges, and goals. It's also helpful to encourage constructive feedback and solutions-oriented discussions. Managers can ensure that check-ins remain productive by steering the conversation towards actionable outcomes.

What follow-up actions are recommended after identifying improvement areas in check-ins?

After identifying areas of improvement during a check-in, recommended follow-up actions include developing a personalised development plan with specific, measurable objectives. Managers should schedule regular follow-ups to discuss progress, offer feedback, and adjust the plan. This ongoing support and accountability can significantly enhance the employee's growth and performance.

How can managers balance addressing performance issues with maintaining positive relations during check-ins?

Balancing the need to address performance issues while maintaining a positive relationship during check-ins is key. This can be achieved by focusing on the issue rather than the person, using positive language, and expressing confidence in the employee's ability to improve. Acknowledging the employee's strengths and contributions can also help maintain a positive tone. Managers must listen actively and show genuine concern for employees' well-being and professional development.

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