task icon Task

Create 1:1 Template

Requirements
Meeting type (regular check-in, career conversation, performance review), direct report context if known
1

Ask the user about their 1:1 needs:

  • What type of 1:1? (regular check-in, career conversation, new hire, performance review)
  • Who is this for? (new team member, tenured IC, struggling performer, high performer)
  • Meeting cadence? (weekly, bi-weekly)
  • How long? (30 min, 45 min, 60 min)
  • Any specific topics you want to cover?

If they just say "1:1 template", create a versatile weekly check-in template.

4

Generate 1:1 template: prep checklist for both parties, agenda sections (check-in,
their topics, progress, growth, feedback exchange, close), question bank by theme
(engagement, work, team, career), and post-meeting follow-up checklist.

5

Present the template and offer:

  • "Want me to customize this for a specific direct report?"
  • "Should I create a career conversation version?"
  • "Need a template for new hire 1:1s?"
                    To run this task you must have the following required information:

> Meeting type (regular check-in, career conversation, performance review), direct report context if known

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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Add all steps to your todo list now and begin executing.

## Steps

1. Ask the user about their 1:1 needs:
- What type of 1:1? (regular check-in, career conversation, new hire, performance review)
- Who is this for? (new team member, tenured IC, struggling performer, high performer)
- Meeting cadence? (weekly, bi-weekly)
- How long? (30 min, 45 min, 60 min)
- Any specific topics you want to cover?

If they just say "1:1 template", create a versatile weekly check-in template.


2. [Read Manager Context Profile]: Read the file at `./documents/manager-context.json` and analyze its contents (Check for direct report context)

3. [Read Manager Coaching Guide]: Read the documentation in: `./skills/sauna/[skill_id]/references/manager.coaching.guide.md` (Reference 1:1 best practices)

4. Generate 1:1 template: prep checklist for both parties, agenda sections (check-in,
their topics, progress, growth, feedback exchange, close), question bank by theme
(engagement, work, team, career), and post-meeting follow-up checklist.


5. Present the template and offer:
- "Want me to customize this for a specific direct report?"
- "Should I create a career conversation version?"
- "Need a template for new hire 1:1s?"