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Making the most of Check Ins

Customer Success Updated by Customer Success

What are Check ins?

  • Check ins are regular one-to-one meetings between individuals and their managers to discuss progress, priorities, issues or concerns, and to give feedback.
  • Check in meetings should take place regularly throughout the year and you will be advised how frequently you should be holding them.

Advice for holding Check ins

  • Check ins are most effective when the individual initiates them and takes ownership for them, although either the employee or manager can create a check in.
  • Before a check in the individual should update the "status" of each of their objectives and add any relevant updates.
  • The individual and the manager should both generate the "Summary" button that can be found on the check in screen. This launches a customisable pdf / printable summary of performance and personal development objective progress, conversations comments and actions and feedback received for a selected period.

Check ins are a good opportunity to give and request Feedback. Watch this short video for some helpful advice on how best to do this.

How to give and receive feedback from Clear Review on Vimeo.

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Preparing for a Check-in

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