FREE 10+ Check-In Samples in PDF

As a part of the company’s lead management, you won’t be able to avoid busy schedules, heavy workloads, and interactions with the rest of your team. Establishing and maintaining a connection between you and the employees is one of the most challenging aspects of being a leader. With check-in meetings, team members can discuss collaboration and updates on essential topics or development plans, provide daily progress reports, and make sure that all members are working on the same page towards the same business goals.

As a part of the company’s lead management, you won’t be able to avoid busy schedules, heavy workloads, and interactions with the rest of your team. Establishing and maintaining a connection between you and the employees is one of the most challenging aspects of being a leader. With check-in meetings, team members can discuss collaboration and updates on essential topics or development plans, provide daily progress reports, and make sure that all members are working on the same page towards the same business goals.

10+ Check-In Samples

1. Check-In Interview Template

2. Weekly Check-in Template

3. Check-Ins Employee Template

4. Check-in Circle Template

5. Quarterly Performance Check-In Template

6. Onboarding Checklist Template

7. Student Employee Performance Check-In Template

8. Propperty Inventory Check-In Report Template

9. Mid-Year Check-in Template

10. Pre Service Check-In Sheet

11. Student Outline for In-Class Check-In

What is a Check-in?

A check-in is a type of team meeting that allows team leaders to maintain an established connection or formal relationship with their employees, keep track of their work performance evaluation, and align their work with the company’s goals and business mission statements. According to an article published by the Gallup Business Journal, high-performing company managers establish an effective employee engagement action plan and enhance productivity skills in their corresponding work environment by being involved with their team’s work lives, enabling them to set their goals and set priorities on their projects, and hold them accountable for their performance.

How to Conduct a Check-In Meeting

An effective check-in meeting encourages all team members to express their ideas and concerns as well as creates a channel of open communication between all members of the team. This type of meeting can be casual or formal and uses various structures which depend on your working environment and should be direct and concise, planned, and concluded with concrete outcomes. Checking in with your team not only means asking them about their progress, but you also have to pay attention to their concerns, inquiries, and issues to help them in finding the appropriate and effective solutions.

Step 1: Determine the Purpose of the Meeting

Before calling your team for your regular check-in meeting, make sure you have decided on the purpose of your check-in. A general goal can be a good thing for improving communication within the team but you also have to provide specific goals for them. Specific goals can be increasing the team’s productivity and efficiency, decreasing the time needed to complete a project, and eliminating disputes between departments.

Step 2: Make Sure to Set the Meeting at a Convenient Time

Decide on the frequency of your check-in meeting then choose a regular meeting time that is convenient for all of your team members. It is important for your team to attend and contribute to the meeting.

Step 3: Document the Discussion

Document all the topics you have discussed using a meeting minutes template which can be performed by a designated note-taker. These meeting notes can be used by absent members as well as keeps a record of the discussion for future reference.

Step 4: Supervise the Meeting

When you are supervising the check-in meeting, make sure that each of the team members has been given an opportunity to speak their ideas. You can assign someone to actively ask each member about their opinions and thoughts. Then, ask your team for feedback about the ways you can improve your check-in meetings.

FAQs

Check-ins are parts of a company’s strategic planning to establish connections with its team members or employees. A check-in meeting is where team leaders or managers gather information or discuss each member’s progress and project development while also providing them useful feedback to enhance their productivity and work performance.