New Feature: Playlist Center! Pick a topic and let our playlists guide the way.

Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Deciding who to meet with in a one-to-one

From: Leading Productive Meetings

Video: Deciding who to meet with in a one-to-one

Occasionally, when I talk about the concept of one-to-one meetings, people are uncertain who they should be holding these meetings with. To help you decide the best people to meet with in one-to-one meetings, we've provided a simple worksheet that will walk you through the decision-making process. This worksheet is a subjective guide that allows you to evaluate for yourself the needs of the people that you work with. In the first column, you will see Work Relationship. Simply list all the people that you work with on a regular, recurring basis.

Deciding who to meet with in a one-to-one

Occasionally, when I talk about the concept of one-to-one meetings, people are uncertain who they should be holding these meetings with. To help you decide the best people to meet with in one-to-one meetings, we've provided a simple worksheet that will walk you through the decision-making process. This worksheet is a subjective guide that allows you to evaluate for yourself the needs of the people that you work with. In the first column, you will see Work Relationship. Simply list all the people that you work with on a regular, recurring basis.

Don't worry about listing people that you work with once per year or less. Only focus on the names of people that you see on a daily, weekly, or monthly basis. Next, you'll fill in each of the columns with a simple scale. The first two columns ask for a 0 or a 3, meaning put 0 if it doesn't apply or 3 if it does apply. For assistance, if you manage the person, or they manage you, then put down a 3, and a course if no management is involved then you would put a 0 there.

The next column is Ongoing client. This applies particularly to service professionals who have clients on retainer or who you're working with on a long-term project. If you have someone like that that you meet with, put a 3 there. The rest of the columns Questions, Delegate, Coordinate, and Follow up can simply be answered with the 0, 1, 2, or 3. 0 would represent never, 1 rarely, 2 occasionally, and 3 frequently.

So for instance, if I put Aimee's name here and we both frequently ask each other questions, then I would put 3 in the Questions column. Fill in each of the columns for the various people that you meet with. Delegate means that you delegate things back and forth to them, or they to you. Coordinate means how often do you two need to coordinate your schedule? And Follow up means how often do you follow up with each other to make sure that you are successful in what you do? Again, this is not an exact science, but just a simple scale to help you understand how critical it is to meet with people on a regular one-to-one basis.

After you've completed this for each of the names on your list, add up a total and find out what their need score is. And last, rank each of these people according to their need score, so the person with the highest number would rank #1. To start with, I recommend that you schedule one-to-one meetings with the top three or four people on that list. In the next video, I'll give you some suggestions about how often you should meet with these people.

Show transcript

This video is part of

Image for Leading Productive Meetings
Leading Productive Meetings

35 video lessons · 19258 viewers

Dave Crenshaw
Author

 
Expand all | Collapse all
  1. 1m 32s
    1. Welcome
      1m 3s
    2. Using the exercise files
      29s
  2. 11m 33s
    1. Understanding the principles of successful meetings
      3m 56s
    2. Using technology
      2m 12s
    3. Meeting virtually (audio and video conferencing)
      2m 55s
    4. Understanding the importance of time management
      30s
    5. Deciding between group and one-to-one meetings
      2m 0s
  3. 22m 21s
    1. Determining whether a meeting is necessary
      2m 50s
    2. Scheduling the meeting
      3m 0s
    3. Establishing ground rules
      2m 50s
    4. Determining who is in charge
      3m 21s
    5. Having an agenda
      2m 50s
    6. Preparing development
      4m 30s
    7. Coming prepared
      3m 0s
  4. 26m 5s
    1. Budgeting time
      2m 32s
    2. Taking minutes
      2m 34s
    3. Opening
      2m 32s
    4. Presenting the development
      3m 38s
    5. Following up on commitments
      2m 24s
    6. Giving everyone a voice
      3m 32s
    7. Giving and taking feedback
      3m 14s
    8. Keeping meetings productive and on topic
      2m 27s
    9. Reviewing action items and closing the meeting
      2m 2s
    10. Reviewing minutes
      1m 10s
  5. 15m 39s
    1. Understanding the importance of the one-to-one
      2m 29s
    2. Deciding who to meet with in a one-to-one
      2m 50s
    3. Establishing a one-to-one schedule
      2m 44s
    4. Determining the one-to-one agenda
      1m 56s
    5. Listening effectively ("What do you need from me?")
      1m 36s
    6. Delegating effectively ("This is what I need from you.")
      2m 19s
    7. Reviewing action items and closing
      1m 45s
  6. 4m 12s
    1. Completing action items
      1m 16s
    2. Following up on action items delegated to others
      2m 6s
    3. Reassessing the effectiveness of meetings
      50s
  7. 49s
    1. Final thoughts
      49s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold

Are you sure you want to delete this note?

No

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.