Last week’s webinar was one for the ages. Besides being our first, the content was invigorating! The hour-long webinar included 3 proven experts. We’ve digested, chopped, and sliced the valuable pieces into bite-sized chunks for our Snap-Chat consumption. Alright, we didn’t boil it down to seconds, but short enough to watch if you’re serious about leading a team.

The first and foremost topic discussed is defining a 1:1 meeting.

Many managers lump 1:1 meetings into many different types of meetings. They are not performance reviews. They are not pipeline coaching. They are not code reviews. Many manager get it confused. Our experts answer below.

What is a 1:1 Meeting? Answered.


Rob Beattie of Thomson Reuters:
– Many managers confuse 1:1 meetings with deal reviews, pipeline reviews, or the ad-hoc meeting.
– 1:1 meetings are the meetings where there is focused attention on the direct report – two people dealing with very specific issues
– Some historical analysis is okay, but what’s most important is answer questions around the future. Examples: “where are we going? What do we need to do to be more successful?”
– Frequency and timing: every week and 30 minutes long

Dave Brock of Partners in Excellence:
– 1:1’s are a great conduit of coaching but coaching should not be confined to 1:1’s. It should be an all-the-time activity.
– Deal strategy, territory reviews, pipeline reviews, and call coaching reviews are not 1:1’s. Those sales coaching reviews have very specific objectives. A 1:1 is what catches everything else.
– 1:1’s look at “How are you spending your time?” “What is your temperature?” “what is your next week or two weeks looking like?”
– Timing and frequency: weekly. Every other week is okay on occasion but never longer. Adjusting it on the person’s maturity and whether they are local vs. remote is a best practice.

Shelley Gaynes of GeeWiz:
– 1:1’s are all about having a connected conversation.
– many of the large organizations Shelley works with considers 1:1’s as pipeline meetings or territory reviews
– the most important goal of a 1:1 is to make a real and authentic connection. To do this, it about having the dedicated time focusing on a specific agenda around the question: “what’s important to the direct report at that time?”

1 on 1 Meetings are the best way to provide stronger communication, greater alignment, and deeper team engagement. WideAngle is 1 on 1 meeting software used by companies including General Electric, IBM, AT&T, and many more to make sure 1:1 Meetings happen, are productive, and documented. 

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