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One-on-One Coaching

Category: Human Resources | Version: 2.0 | Status: Active

Overview

Structure meaningful manager-employee conversations at BrainSAIT focused on growth, performance, wellbeing, and career development in our fast-paced healthcare AI environment.


Channel Structure

1:1 Channels

Channel Purpose Visibility
#1on1-[manager]-[employee] Private 1:1 channel Manager + Employee only
#managers-forum Manager best practices All managers
#people-resources HR templates and guides All employees

Meeting Cadence

Meeting Type Frequency Duration Focus
Weekly 1:1 Weekly 30 min Tactical, blockers, priorities
Growth Check-in Monthly 45 min Development, feedback, career
Performance Review Quarterly 60 min Goals, achievements, ratings

1:1 Templates

Weekly 1:1 Agenda

## Weekly 1:1 - [Date]

**Manager:** @[name]
**Employee:** @[name]

### Check-in (5 min)

- How are you doing this week? (1-10)
- Anything on your mind personally?

### Priorities & Progress (10 min)

**This Week's Focus:**

- [ ] [Priority 1] - Status: ✅/🔄/🚫
- [ ] [Priority 2] - Status: ✅/🔄/🚫
- [ ] [Priority 3] - Status: ✅/🔄/🚫

**Key Wins:**

- [Win 1]

### Blockers & Support Needed (10 min)

- [ ] [Blocker] - Need: [Support]

### Next Week (5 min)

- [ ] [Upcoming priority 1]
- [ ] [Upcoming priority 2]

### Parking Lot

- [Topics for future discussion]

Monthly Growth Check-in

## Growth Check-in - [Month]

**Manager:** @[name]
**Employee:** @[name]
**Date:** [Date]

### Reflection (10 min)

**What went well this month:**

- [Achievement 1]
- [Achievement 2]

**What was challenging:**

- [Challenge 1]
- [Challenge 2]

### Skills & Development (15 min)

**Current Focus Areas:**

| Skill | Progress | Next Step |
|-------|----------|-----------|
| [Skill 1] | [Status] | [Action] |
| [Skill 2] | [Status] | [Action] |

**Learning Completed:**

- [ ] [Course/certification]

**Learning Planned:**

- [ ] [Upcoming training]

### Feedback Exchange (10 min)

**Manager → Employee:**
> [Specific, actionable feedback]

**Employee → Manager:**
> [Feedback on support, communication, etc.]

### Career Discussion (10 min)

- Short-term goals (6 months):
- Long-term aspirations:
- Support needed:

### Action Items

- [ ] [Action] - Owner: @[name] - Due: [Date]

Quarterly Performance Review

## Q[X] Performance Review

**Employee:** @[name]
**Manager:** @[name]
**Review Period:** [Start] - [End]

### Goal Achievement

| Goal | Target | Actual | Rating |
|------|--------|--------|--------|
| [Goal 1] | [Target] | [Actual] | ⭐⭐⭐⭐⭐ |
| [Goal 2] | [Target] | [Actual] | ⭐⭐⭐⭐ |
| [Goal 3] | [Target] | [Actual] | ⭐⭐⭐⭐⭐ |

### BrainSAIT Values Assessment

| Value | Examples | Rating |
|-------|----------|--------|
| **Healthcare Impact** | [Example] | ⭐⭐⭐⭐ |
| **Customer Focus** | [Example] | ⭐⭐⭐⭐⭐ |
| **Innovation** | [Example] | ⭐⭐⭐⭐ |
| **Collaboration** | [Example] | ⭐⭐⭐⭐⭐ |
| **Integrity** | [Example] | ⭐⭐⭐⭐⭐ |

### Key Accomplishments

1. [Accomplishment with impact]
2. [Accomplishment with impact]
3. [Accomplishment with impact]

### Areas for Development

1. [Area] - Plan: [Development plan]
2. [Area] - Plan: [Development plan]

### Overall Rating

[ ] Exceeds Expectations
[ ] Meets Expectations
[ ] Developing
[ ] Needs Improvement

### Manager Comments

[Overall assessment and recognition]

### Employee Comments

[Self-reflection and response]

### Next Quarter Goals

1. [Goal] - Metric: [How measured]
2. [Goal] - Metric: [How measured]
3. [Goal] - Metric: [How measured]

### Signatures

- Manager: _____________ Date: _______
- Employee: _____________ Date: _______

Key Messages

New 1:1 Setup

👋 Welcome to our 1:1 channel!

Hi @[employee-name],

This is our private space for ongoing conversations about your work, growth, and anything on your mind.

Our 1:1 Schedule:

  • Weekly: [Day, Time] (30 min)
  • Monthly Growth Check-in: First [Day] of month

What to Expect:

  • A safe space for open conversation
  • Focus on YOUR priorities and growth
  • Two-way feedback
  • Career development support

Before Each 1:1: Please update the agenda doc with your topics: [Link]

Looking forward to our conversations!

Tough Conversation Template

Difficult Conversation Notes

Topic: [Issue to address] Date: [Date]

Situation: [Specific, observable facts]

Impact: [Effect on team, customers, or work]

Expectation: [What needs to change]

Support: [How manager will help]

Timeline: [When improvement expected]

Follow-up: [When to check progress]


Coaching Best Practices

Effective 1:1s at BrainSAIT

  • Consistency: Never cancel; reschedule if needed
  • Employee-Owned: Their agenda first, your items second
  • Future-Focused: Spend 70% on forward-looking topics
  • Action-Oriented: End with clear next steps
  • Document: Keep notes for continuity
  • Confidential: Build trust with discretion

Discussion Topics

When Things Are Going Well

  • Career aspirations and growth
  • New responsibilities or stretch projects
  • Recognition and celebration
  • Knowledge sharing opportunities
  • Mentorship (giving or receiving)

When Things Are Challenging

  • Workload and prioritization
  • Team dynamics
  • Skill gaps and training needs
  • Role clarity
  • Motivation and engagement

Healthcare AI-Specific Topics

  • NPHIES and healthcare knowledge growth
  • Agent expertise development
  • Customer interaction learnings
  • Technical skill building
  • Industry certification progress

Integration Points

  • Google Calendar: 1:1 scheduling
  • Notion: Agenda templates and notes
  • Lattice/15Five: Performance management
  • BrainSAIT Academy: Learning tracking
  • HR System: Goal and review records