TL;DR

  • Why: Each month, instead of the usual check-in, get your team members to reflect individually on the past month and plan for the next one

  • When: monthly, at the beginning of each month

  • With whom: one-to-one, with each of your team members

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Why use it with your team

This monthly step-back ritual is very complementary to the usual weekly check-ins, which happen to be closer to the day-to-day execution.

It's a must have ritual which should help you step back together and hold a meaningful one-to-one discussion with a monthly perspective.

It will help you to

🌈 Get a clear sense of mood and workload evolution month after month

⭐ Pinpoint for each team member their main accomplishment and difficulty of the past month

🎯 Build alignment on what needs to be achieved by the end of the month

What questions will be asked

6 questions providing a good basis for your one-to-one discussion:

  1. Overall, are you satisfied with the past month?

  2. How manageable was your workload this month?

  3. What was your biggest accomplishment this month? What are you proud of?

  4. What was the main difficulty you faced this month? What could we do about it?

  5. What would you like to have achieved by the end of the coming month?

  6. What else would you like to add or discuss?

When during the month

Once activated, this monthly step-back template will be used for the first check-in of each month instead of the usual weekly (or biweekly) check-in template.

Put differently, there won't be two check-ins on that particular week but only the monthly check-in.

How to activate it

This ritual is activated by default when you start using Popwork.

To manage your team rituals, go to settings.

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