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Maximizing Your Weekly Check-Ins: A 3-Step Approach

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Chapter 1: Introduction to Effective Meetings

Navigating a busy schedule, especially on a Monday filled with meetings, can feel daunting. As a manager, it's essential to make your weekly check-ins with your team both efficient and impactful. This is where the "3-Step Approach" comes into play—a straightforward and organized method to optimize your 15-minute meetings, ensuring each discussion is focused, productive, and beneficial.

What is the 3-Step Approach?

The "3-Step Approach" is a concise meeting format aimed at maximizing the productivity of your weekly catch-ups in just 15 minutes. It involves evaluating three main actions from the previous week while also establishing three measurable actions for the week ahead. This method is designed to keep conversations focused, track progress, and foster accountability while maintaining open communication.

How the 3-Step Approach Functions

  1. Start with a Personal Check-In

    Kick off each meeting with a brief yet crucial personal check-in: "How did your week go? How are you feeling?" This helps create a positive atmosphere and gives team members a chance to share personal or professional updates, providing insight into their overall well-being and engagement.

  2. Review Last Week's Actions

    Reflect on the three actions discussed in the last meeting. Talk about successes, challenges, and how any obstacles were tackled. If an action needs to be carried over to the current week, that's permissible, but try to limit this to just one to ensure significant progress is made.

  3. Establish Three New Actions for the Upcoming Week

    Collaboratively define three new actions for the week ahead. Ensure these actions are:

    • Measurable: Set clear success criteria, often linked to specific data or results.
    • Achievable: Ensure the actions are realistic within the time frame. Overloading the agenda can dilute focus and reduce the chances of completing tasks to the desired standard.

Emphasize that team members should come prepared with relevant data to support their plans and progress. While you should review this data beforehand, allow them to lead the discussion.

  1. Conclude with a Request for Feedback

    Wrap up the meeting by asking, "Do you have any feedback for me?" This simple inquiry promotes a culture of continuous improvement and shows your willingness to listen and adapt.

Why the 3-Step Approach is Effective

  • Efficiency: The structured nature of this approach keeps meetings on track, addressing the most crucial aspects of your team's work.
  • Accountability: Focusing on measurable and achievable actions reinforces accountability without resorting to micromanagement.
  • Proximity to the Business: This framework enables you to stay connected to your team’s progress without needing expertise in every detail, empowering your managers to remain closely aligned with their responsibilities.
  • Progress-Oriented: Limiting carryovers to one action encourages ongoing progress and maintains momentum.
  • Open Communication: Starting with a personal check-in and ending with a feedback request fosters a supportive and communicative team environment.
  • Preparation for Reviews: Consistently applying this framework simplifies preparations for quarterly, monthly, and annual reviews, setting clear expectations and continuously monitoring progress.

Conclusion

The 3-Step Approach is a straightforward yet powerful tool for line managers aiming to enhance weekly check-ins. By focusing on three key actions, you can ensure that your meetings are productive and centered on progress. Implement this framework and watch as it improves your team’s performance and refines your management strategy.

This video titled "3 Step Action Framework!" explains how to effectively implement this framework in your meetings, ensuring productive discussions.

In this video, "Challenges Around Alignment and Autonomy, with Chris Spagnuolo," learn about the common challenges teams face in alignment and how to overcome them.

Thanks for reading,

Adrian@SelfElevateJourney

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