Monthly Employee Check-in Template

Performance Reviews and Recognition

The form can serve as a mini-performance review, allowing managers and employees to discuss goals, accomplishments, and areas for improvement. These regular discussions help keep employees on track and provide a chance to address any performance issues promptly. Monthly check-ins provide constructive feedback on an employee’s performance. Recognize their achievements, reinforce positive behaviors, and address areas for improvement. It would also allow employers to celebrate successes, whether they are big or small, and acknowledge employees for their contributions. Recognition is a powerful motivator that boosts morale and engagement.

Skill Development

Companies can use the form to discuss an employee’s skill development plan. Identify training needs, certifications, or experiences that can help them advance in their role or career. This focus on growth can boost morale and retention. Information from the form can be used to discuss long-term career goals and how the employee can progress within the organization. Identify potential career paths and create plans that include training, mentoring, and job rotations.

Culture and Work-Life Balance

To ensure employees aren’t overburdened or struggling with work-life balance, This check-in could be a space for employees to express concerns, and managers can help distribute workloads or offer support as needed. It could be used to discuss workplace culture, team dynamics, and any issues related to diversity, equity, and inclusion. Ensure that the workplace is inclusive, welcoming, and free from discrimination or bias. Gathering input on job satisfaction, job conditions, and employee morale would become easier. Identifying areas that may need improvement and taking steps to address concerns and enhance employee satisfaction

Project Updates

If an employee is involved in specific projects, managers can use the check-in to provide updates on project progress and challenges and brainstorm solutions. This can help ensure projects are on track and that employees have the support they need. The template could also be an effective tool for setting and tracking individual and team goals. It encourages employees to define their objectives, key results, and timeframes, ensuring alignment with the organization’s goals.