View or download the printable version of the Quick Guide to Ongoing Check-Ins (PDF).
What are check-ins and why set them?
Check-ins are regular discussions that happen throughout the year to:
- Check in on progress toward goals,
- Stay aligned on current projects,
- Discuss what is going well and what could be better, and
- Agree on next steps.
Ongoing check-ins promote progress toward goals by providing opportunities for feedback and support.
Having regular, meaningful conversations is key to on-the-job learning, which is the single most important way people improve and grow at work.
How do I conduct ongoing check-ins?
The ideal frequency of check-in discussions depends on the work, the person, and any local practices. For most roles, ongoing check-in conversations around goals should happen at least quarterly, and they can be as short as 15 minutes. Note that if you meet more often to discuss day-to-day work and development, you can incorporate goal conversations into your existing meetings. Use your judgment regarding what will best support the performance and development of each person you supervise.
04. Determine Next Steps
Determine
What do they need to support them in this work (additional information, resources, skills, training, opportunities to practice, etc.)?
Discuss
Agree on next steps for the work, for the person’s development, and for your future check-ins:
- What are the person's next steps, and when will these next steps be taken?
- What are your next steps as their supervisor, and when will you take them?
This can be a simple conversation or a more detailed, formal process. Consider what makes the most sense for the work, for the individual, and what practices and expectations exist within your college, campus, or unit.
Document
Take a note of this information as reference for future check-ins, especially since it will help inform the formal evaluation at the end of the year: updated goals, summary of progress, and next steps.