The Playbook
Step 1: Set a fixed rhythm
Pick a weekly time that almost never moves so both sides can prepare. Protect the slot even during busy weeks to keep the signal strong.
How to do it: Choose 30 minutes at the same time each week. If you must reschedule, move it within 48 hours so the cadence holds.
Proof: Fewer ad hoc pings during the week because questions land in the 1:1. Both sides arrive with notes and leave with decisions.
Step 2: Use a shared agenda
Keep one living doc that both people can edit before the meeting. Make it the single source of truth for topics, decisions, and follow-ups.
How to do it: Use four headers in this order: Wins, Blockers, Decisions, Next steps. Add bullets during the week and triage at the start of the meeting.
Proof: Meetings start fast because the list is ready. Nothing gets lost because outcomes live in the same doc.
Step 3: Start with wins and blockers
Celebrate one concrete win to set a positive tone. Then surface blockers early so help arrives before deadlines slip.
How to do it: Ask, “What worked this week?” then “Where are you stuck?” Capture each blocker with owner and date.
Proof: Small wins keep momentum high. Risks are flagged early and fixed before they grow.
Step 4: Decide next steps in writing
Turn talk into action with clear owners and dates. Write the decision while you are both in the room.
How to do it: Use a one-line format: “Owner — Task — Date.” Confirm aloud and paste the line under “Next steps.”
Proof: Fewer misunderstandings after the meeting. Tasks close on time because ownership is visible.
Step 4: Close with feedback and support
End with two-way feedback so growth is steady and safe. Ask what support is needed to make next week easier.
How to do it: Use two prompts. “One thing to keep, one thing to improve.” Then ask, “What do you need from me before Friday?”
Proof: Feedback becomes normal and specific. Help arrives on time because the ask is clear.