How to use this sheet
- Keep the time fixed. Reschedule if you must, never cancel, and do not shorten it.
- Open with something that is not a task: a specific appreciation, a recent success.
- Work the agenda: urgent items, then standing ones, then follow-ups from last time.
- Listen more than you talk: their work, their concerns, their development.
- Close on purpose: thank them, summarise, confirm the next date before you stand up. Notes are for your reference only.
The PDF is fillable: open it in a real reader (Acrobat, Preview) to type and save, or print it and write by hand. Anything you type on this page stays in your browser, nothing is sent anywhere.
Opening
Appreciation for something specific. A recent success.
Urgent items
Standing items and deadlines
Follow-up from last time
Action points, feedback on recent work.
Their concerns and development
What they raise. What they want to grow into.
Agreed, and support needed
Who does what. What they need from you.
For next time
Next date confirmed in the room. Points to pick up.