<aside> 💡 Expert Tip: You can use this template with your direct report or with your manager to create a common understanding of working style. Feel free to add or remove items as applicable. This is written as if a manager is asking the questions but they could be modified for use. This can be used by a manager for their first few 1:1 with new employees or with existing employees to better understand their style.

</aside>

Instructions

1. Direct Report to fill out the answers before the meeting.
2. Schedule 30m session with your manager to discuss
3. Decide on shared expectations
4. Total Run time - 20- 30m

Initial Discussion

Work Style

• How would you describe your working style:
• Under what circumstances do you do your best work?
• When scheduling a long day, are you more likely to start early or work late?
• Are there times during the day when you feel most productive?
• What is important to you in your work? What kinds of things determine whether you are happy in your job?
• What annoys you in a work environment?

Feedback

• How do you prefer to receive feedback?
• How do you prefer to give feedback?