Manager 1:1 Prep Tool

Manager 1:1 Prep

Complete this in 5 minutes before every 1:1. Come with a plan — get better coaching.

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Deloitte: Managers who hold structured 1:1s generate 34% more revenue per AE. AEs who come prepared get 2× the coaching value per minute. Don't waste either person's time.

📅 Meeting Basics

Date

Manager

Meeting Length

Since Last 1:1 — One-Line Summary of the Week

📊 Pipeline Update — Key Deals Only

List your top 3-5 active opportunities. Focus on what changed, what's at risk, and what you need.

Account

Stage

What Changed / What I Need

🏆 Wins Since Last 1:1

What went well? (Progress made, skills applied, deals advanced)

🚧 Blockers & Challenges

What's stuck or at risk? (Be honest — this is where coaching happens)

🎯 Coaching Asks — What Do You Need From This Meeting?

Select all that apply:

Specific Coaching Request (in your own words)

🧠 Development Update

Skill I Focused on This Week

What I Applied / Learned

Next Week's Development Focus

❓ Questions for My Manager