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Instruction: Update the summary based on this template below
Start with a light, open-ended question. What’s been keeping you busy?
What milestones have we hit since our last check-in? Note progress on important initiatives and emphasize takeaways.
What’s stopping you from being more productive? How can management help you be more productive?
Plan to remove specific inefficiencies or roadblocks. Create action items.
What are we doing well? What can we do better? Discuss ways to create value for manager, employee, and the organization.
Provide space for open discussion. What’s got you excited? Worried? Annoyed?
When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Using a template for HR and internal checkup meetings can help to structure the conversation and ensure that important topics are covered. Templates can provide a clear framework for the meeting, helping both the manager and the employee to focus on specific areas of discussion.
The template should start with a warm-up question to help ease into the conversation and set a positive tone. This can be an open-ended question about what the employee has been up to or what they are currently working on. Highlighting achievements from the previous period can help to motivate the employee and recognize their contributions. This also provides an opportunity to discuss any issues or challenges that arose and identify ways to improve going forward.
Problem-solving should be a key focus of the meeting, with both the manager and employee identifying any obstacles or inefficiencies that are affecting productivity. A plan should be created to remove these roadblocks, with specific action items identified and assigned to the appropriate parties. Two-way evaluation and feedback is important for creating a productive and positive work environment. The employee should be encouraged to provide feedback on what the company is doing well and areas that could be improved and the manager can also provide feedback. Open discussion can provide space for the employee to express any concerns, share ideas or offer feedback. This can help to foster a collaborative environment and build a sense of trust between the manager and employee.
Finally, the meeting should end with a clear summary of action items and a plan for follow-up. This ensures that everyone is on the same page and has a clear understanding of what needs to be done before the next check-in. Using this template for HR and internal checkup meetings can help to create a productive and positive work environment.