What is a check-in at work?

<span data-sheets-value="{"1":2,"2":"A check-in is a formal or semi-formal one-on-one meeting between managers and employees to help understand employee expectations, and to review employee performance and engagement. The frequency of these meetings can be monthly, quarterly, bi-annually, or on an annual basis."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">A check-in is a formal or semi-formal one-on-one meeting between managers and employees to help understand employee expectations, and to review employee performance and engagement. The frequency of these meetings can be monthly, quarterly, bi-annually, or on an annual basis.

How do you conduct a monthly one-on-one meeting with your employees?

<span data-sheets-value="{"1":2,"2":"To conduct a monthly one-on-one meeting with your employees, you need to have a clear goal regarding topics to address. You also need to have performance reports and other vital documents to back up your claims. The purpose of the meeting is to get an understanding of where the employee stands and how you can help them improve their performance. Hence, make sure that it's a two-way discussion."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">To conduct a monthly one-on-one meeting with your employees, you need to have a clear goal regarding topics to address. You also need to have performance reports and other vital documents to back up your claims. The purpose of the meeting is to get an understanding of where the employee stands and how you can help them improve their performance. Hence, make sure that it’s a two-way discussion.

What is a monthly check-in?

<span data-sheets-value="{"1":2,"2":"A monthly check-in is a meeting you have once a month with your employees, your clients, or yourself to evaluate performance in that month and to align strategies that will help improve performance in the months ahead. In most cases, a monthly check-in refers to a performance meeting between managers and employees."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">A monthly check-in is a meeting you have once a month with your employees, your clients, or yourself to evaluate performance in that month and to align strategies that will help improve performance in the months ahead. In most cases, a monthly check-in refers to a performance meeting between managers and employees.

Monthly Check-in Template

Similar to the Quarterly Check-in Template, this one provides the same information and just allows you to send it to your customers in a monthly cadence rather than a quarterly one. This template is another way Customer Success Managers can save more time and get more done.

Use this template

No credit card required

Related templates

Disclaimer

Materials (e.g. templates, educational articles, blog posts and informational content), made available through PandaDoc, including via any integrations, connectors, extensions, plugins, or third-party AI platforms (e.g. ChatGPT, Claude, or similar tools) are for general information purposes only and are provided "as is." These materials do not constitute legal, regulatory, or compliance advice and should not be construed as such. It is your responsibility to ensure materials meet your specific legal requirements. Consult a qualified attorney licensed in your jurisdiction before relying on these materials. PandaDoc disclaims all warranties, express or implied, including fitness for a particular purpose or non-infringement.

Monthly Check-in Template

Related templates

Exclusivity Agreement Template

Mobile Application Development Agreement Template

Sales Agency Agreement Template

Operating Agreement Template