1x1s are one of the most important things you can do as a manger, but too often the are haphazard, unstructured, rushed, and update focused. Think of all the things you need/want to cover in a 1-on-1...
How the rep is feeling. Wins. Challenges. Pipeline updates. Skill development.
And so often 1x1s are run almost like this checklist above, you check in, you ask some questions, you poke into some deals, and boom, 30 mins is up and you’re off to the next.
That isn’t how you actually run a great 1x1 -- let's break this down step by step.
Step One: Build Your 1-on-1 Doc
Your 1-on-1 doc needs to cover the following elements .
- Key Metrics and Pacing: How are the pacing to goal and what are their metrics like
- Skill Updates: Call feedback/Call Scorecards.
- Update Questions: Wins, challenges, deal/pipeline updates, and a morale check-in
- Plan of Attack: What's their plan for next week to make progress on the above?
Step Two: The REP Completes This Doc BEFORE The One-on-One
This is where it completely shifts from how most 1-on-1s are run. This doc needs to be filled out before the meeting -- my teams submit their 1-on-1 docs by Friday afternoon.
Why Friday? Because you want your reps coming up with their plan for the week before the week begins.
You want them coming into Monday with a plan.... not creating the plan on Monday.
Notice how this also shifts the ownership and accountability. It’s on the rep to put their calls in, update their metrics, and complete the deal/pipeline questions ahead of time.
The doc should take no more than 25 minutes to complete each week. Why is it worth it?
When you have the "updates" ahead of time, you can have flexibility in the 1-on-1.
if the rep puts a 2 for their energy this week, you know that’s where you need to focus, but you still got all the other updates ahead of time.
Step Three: Ask Forward-Looking Questions
Most questions should be about what is coming up, not what has already happened.
What calls do they have coming up and how tare they prepping? What deals are supposed to close and why? What accounts are they targeting and now.
The plan is the most important part, and notice again who’s creating the plan? They are.
This the opposite of micromanagement, in fact you can see the title of the doc, it’s called ‘self’ management.
Step Four: 45 Minutes On, 15 Minutes Off
Here's how you manage your time across 1:1s with your team:
- 45 on, 15 off: Schedule 1:1s for 45 minutes, then give yourself a 15 minute buffer before the next. A full 45-minutes gives plenty of space to cover the doc, do some practice, and agree to next steps for the week.
- Meet on Mon/Tues/Wed afternoon: If you have a team of 10, run 4 on Monday, 4 on Tuesdsay, 2 on Wednesday. Keep your veteran reps for Wednesday -- they know how to kick off their week and can be given more space
- Review Ahead: Give yourself the space to prep for each 1:1, review the docs, review the plans, make additional comments so when you actually meet, you can dive in even further.
Now that you know how to run a 1:1 that actually creates momentum, solves problems, and moves things forward.
It’s time to talk about the practice sessions inside of those 1-on-1s.