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Implementation tool / S5 / Reviewed

Monthly 1:1 Template

A manager and team member agenda covering mood, the month in review, support, Living Values, objectives, growth and next steps.

Scope: Monthly one-to-one conversations; mandatory use not established

monthlyone-to-onewellbeingfeedbackactions

Overview

The template creates a recurring structure for documenting a monthly conversation between a team member and manager.

Purpose

To prompt discussion of progress, challenges, support, values, objectives, development and agreed actions.

Who it applies to

  • Team members
  • Managers conducting monthly one-to-ones

Manager responsibilities

  • Discuss wins and challenges
  • Ask about support and resources
  • Provide feedback
  • Review objectives and development
  • Confirm next steps

Employee expectations

  • Prepare notes
  • Reflect on the month
  • Raise support needs
  • Discuss values and development
  • Confirm actions

Systems referenced

  • Living Values
  • Compass plan
  • Big rocks
  • Development plan

Review frequency

Monthly, according to the document title.

Stated expectations

  • Monthly manager conversation
  • Mood and support check
  • Review of development plan
  • Documented actions and follow-up

Evidence extraction

Support/resources row

Support

The agenda asks whether enough support was provided and what could have been done differently.

Growth row

Growth

The agenda asks participants to review development focus, roadblocks and required support.

Questions for comparison

  • Did monthly conversations occur?
  • Were support needs discussed and addressed?
  • Were agreed next steps recorded and followed up?

Document timeline

01Prepare

Team member and manager notes

02Check in

Mood, wins and challenges

03Review

Values, objectives and growth

04Agree

Actions and next steps

Related documents

Supporting evidence

Evidence can be added without changing the archive structure.

Future records may include authenticated versions, implementation records, meeting notes, training material or organisational response.

Future contributor evidence

Experience will be assessed separately.

Contributor accounts will not be merged into the organisational source. They will be coded, assessed and linked only where consent, relevance and source safety allow.

Evidence status

Internal guidance identified. Implementation not determined.

This analysis paraphrases what the reviewed source describes. It does not establish that the material was current, mandatory, distributed to every employee or consistently followed in practice.