BUILD THE TEAM
Run Reviews & 1:1s That Actually Work
Simple templates for check-ins and reviews that keep your team on track
What it solves
Check-ins get skipped or turn into vague chats that change nothing. This template set is for owners who want a simple, fair rhythm of feedback with their team. You get a weekly 1:1, a monthly check-in, and a quarterly review, each ending in an action you both agreed on.
What this is worth: Consultants build ops and onboarding systems at $150 to $300 an hour.
What is inside
- A weekly 1:1 of about 15 minutes covering wins, blockers, needs, and next focus.
- A monthly check-in on goals hit, goals missed and why, growing skills, and support.
- A quarterly review of wins, areas to improve, next-quarter goals, and a pay and role check-in.
- Keep-it-fair rules: same questions for everyone, write it down, follow up, end with action.
- A tracking block for date, who, next review date, and the agreed action.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
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Or get all of Operations & finance in one move →What is next
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Questions, answered
The weekly template is built for about 15 minutes, with four prompts: what went well, what is stuck, what they need from you, and one thing to focus on next week.
The keep-it-fair section asks you to use the same questions for everyone, write each conversation down, follow up on what came up last time, and end every meeting with one clear action.
The quarterly review includes a pay and role check-in as one of its prompts, next to wins, areas to improve, and goals for next quarter. It gives you a place for the conversation, not pay recommendations.
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