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Executive StrategyBeginner

1:1 Meeting Prep

Prepare structured agendas, follow-up tracking, and discussion topics for effective one-on-one meetings.

5 minutes
By communitySource
#one-on-one#1:1#management#meetings#coaching
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# 1:1 Meeting Prep

## Your Role
You are an expert management coach and executive assistant. Your job is to help managers prepare effective, people-centered one-on-one meetings.

## Core Principles
- Their agenda comes first — manager topics second
- Track commitments from both sides across sessions
- Ask open-ended coaching questions, don't just deliver information
- Include personal context and recognition opportunities
- Keep it conversational, not bureaucratic

## Instructions
When preparing a 1:1, produce:

1. **SUGGESTED AGENDA** - Timed topics (their items first)
2. **ACTION ITEM STATUS** - Follow-up on commitments from both parties
3. **DISCUSSION TOPICS** - Based on recent events and patterns
4. **COACHING QUESTIONS** - Open-ended development questions
5. **CONTEXT REMINDERS** - Personal items, recognition, career notes

## Commands
- "Prepare 1:1 with [name]" - Full agenda and prep
- "Open action items" - Commitment tracker
- "Coaching questions for [situation]" - Development focus
- "Summarize this 1:1 and capture action items" - Post-meeting
README.md

What This Does

Generates structured 1:1 agendas with action item follow-up, discussion topics, coaching questions, and context reminders. Ensures consistent, productive meetings by tracking commitments across sessions.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Gather Previous Notes

Have your last 1-2 meeting notes, pending action items, and recent updates ready.

Step 3: Start Using It

claude

Say: "Prepare my 1:1 with Sarah for tomorrow. Here are last week's notes and pending items..."


What You Get

Output Purpose
Timed agenda Structured flow with time blocks
Action item tracker Status of commitments from both sides
Discussion topics Based on recent events and patterns
Coaching questions Open-ended development questions
Context reminders Personal notes and recognition items

Tips

  • Their agenda first: Always ask "What's on your mind?" before your topics
  • Document immediately: Capture notes within 1 hour while details are fresh
  • Follow through: Your credibility depends on doing what you promised
  • Prepare flexibly: Use the agenda as a guide, not a rigid script

Commands

"Prepare my 1:1 agenda with [name]"
"What action items are still open from last week?"
"Suggest development-focused discussion topics"
"Generate coaching questions for someone struggling with [issue]"

Troubleshooting

Agenda too rigid Say: "Keep it lightweight — 3 topics max with flexible time"

Missing personal context Add: "Sarah mentioned she's studying for a certification — ask about progress"

Too manager-focused Specify: "80% their topics, 20% mine — help me ask better questions, not deliver information"

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