< Back to more resources
People Management

10 Steps to Mastering Employee Check-ins: A Manager's Playbook for 2025

People Management

10 Steps to Mastering Employee Check-ins: A Manager's Playbook for 2025

Master employee check-ins with this 2025 playbook to boost engagement streamline communication and drive productivity in 10 simple steps.
Published on
March 14, 2025

Saving up time and energy in a management system can be challenging especially when reporting processes are long, unproductive and not engaging for employees. Employees often struggle to understand expectations of their workplace due to lack of clarity during check-ins. In a study conducted by Gallup, employees who understand what is expected of them are 47% less likely to experience burnout.

This guide aims to provide strategies to streamline operations at work, promote clear communication techniques and create more engaging and productive check-ins.
 

What Are Employee Check-ins?

Employee check-ins which are otherwise referred to as one-on-one meetings are regular structured interactions between managers and employees. For example, standup weekly meetings. 


Employee check-ins are conducted with the aim of providing support for employees, promoting engagement and ensuring that their roles and expectations are clearly defined.
 

Why are Employee Check Ins Important?

The pandemic drastically influenced work systems all over the world, which, in turn, led to the widespread adoption of hybrid and remote work systems by businesses. Although these work systems offer flexibility, they can be challenging to manage. This is when employee check-ins come in. 


Here are benefits of employees check ins:

Maintaining Communication

Regular check-ins help ensure continuous and clear communication between employees and managers, even in hybrid or remote work environments. They provide a dedicated space to discuss tasks, progress, and any challenges that arise, preventing miscommunication and fostering collaboration.

Goal Alignment

Regular check-ins help align individual goals with team and organisational objectives. They provide an opportunity to review progress towards key performance indicators (KPIs) and adjust strategies to stay on track, ensuring everyone is working towards shared targets.


Enhancing Productivity

Regular check-ins help employees stay accountable for their tasks and contribute to better time management. They allow managers to provide timely feedback, recognise achievements, and offer support where needed, boosting overall productivity.


Wellbeing and Engagement

Employee check-ins create a space for managers to check in on the wellbeing of their team members. It shows that the organisation cares about its employees' mental health, job satisfaction, and personal growth, leading to higher engagement and retention.


Identifying Development Opportunities

Through regular check-ins, managers can identify areas where employees may need additional support, training, or resources. This enables organisations to invest in their workforce development, helping employees grow

10 Ways to Achieve Meaningful Employee Check-ins: Manager’s Step-by-Step Guide

Effective employee check-ins are essential for fostering open communication, boosting employee engagement, and driving overall performance. 


As a manager, regular check-ins offer you the opportunity to build trust, provide actionable feedback, and align team goals.  


Here are 10 steps a manager should take to achieve productive check-ins:

1.Set Clear Objectives for Each Check-in

Define the purpose of each check-in before it begins. 


Are you addressing performance updates, discussing career development, or resolving workplace challenges? A focused agenda ensures every meeting is productive and valuable to both the manager and the employee.

2. Prepare in Advance

Review notes from previous check-ins, employee performance data, and ongoing projects. Come prepared with specific questions or feedback to demonstrate that you value the employee's contributions and time.

3. Encourage Two-Way Communication

Create an open environment where employees feel comfortable sharing their thoughts, challenges, and suggestions. Start the meeting with open-ended questions like, "How are you feeling about your workload?" or "Is there anything you need support with?"

4. Leverage Technology for Remote Teams

For hybrid or remote teams, use tools like video conferencing software, shared task management platforms, and collaborative apps. These tools can bridge the gap between remote employees and in-office teams, making check-ins seamless and efficient.

5. Be Consistent

Stick to a regular schedule for check-ins, whether weekly, bi-weekly, or monthly. Consistency builds trust and signals to employees that these meetings are a priority.

6. Focus on Individual and Team Goals

During check-ins, connect individual tasks to team and organisational objectives. This alignment helps employees see the bigger picture and understand how their work contributes to the company's success.

7. Offer Constructive Feedback

When discussing performance, balance praise with constructive feedback. Use the "feedback sandwich" method: start with positive observations, address areas for improvement, and close with encouragement or support.

8. Address Career Development

Take time to discuss the employee's career goals and growth opportunities. Highlight available training programs, mentorship opportunities, or pathways to promotion that align with their aspirations.

9. Track Progress and Accountability

Document key takeaways, agreed-upon action items, and deadlines from each check-in. Use a shared tool or platform to track progress and hold both parties accountable.

10. Close with Clear Next Steps

End every check-in with a summary of key points and actionable next steps. Ensure both you and the employee are aligned on priorities and deadlines before the next meeting.

Final Thoughts

Employee check-ins are more than just meetings, they're strategic opportunities to build stronger teams, drive engagement, and achieve organisational goals. By implementing these 10 steps, managers can transform check-ins into meaningful conversations that foster trust, productivity, and growth.


Optimise Your Check-ins with Beam for 2025

Transforming your employee check-ins into impactful conversations starts with the right tools. Beam, a cutting-edge performance management solution, simplifies goal alignment, enhances communication, and fosters team engagement.


Features of Beam That Redefine Check-ins:

  • Goal Management: Set, track, and align OKRs and KPIs effortlessly.
  • AI Meeting Management: Automatically generate agendas, track progress, and share follow-ups.
  • Customisable Team Check-ins: Tailor check-ins to suit your team's unique needs, ensuring productivity and engagement.
  • Actionable Insights: Leverage real-time dashboards and reports for data-driven decision-making.
  • Free Dedicated OKR Coach: Receive expert guidance to maximise your check-in outcomes.


Why Choose Beam?

Beam simplifies the entire process, saving managers time and ensuring that every check-in delivers value. With its intuitive interface and robust features, Beam is the ultimate solution for modern managers aiming to boost team performance.

Start Improving Your Check-ins Today!

Don’t let your employee check-ins be just another meeting. With Beam, you can turn them into powerful tools for growth and engagement.

Ready to master employee check-ins for 2025?
Get Started with Beam Now




FAQS

What’s the ideal length for a check-in?


A typical check-in should last between 15 to 30 minutes. Longer discussions may be necessary for performance reviews or complex issues, but brevity helps keep conversations focused and productive.

How do I handle difficult conversations during check-ins?

Approach difficult topics with empathy and clarity. Use specific examples to explain concerns, and offer actionable suggestions to address issues. Focus on solutions rather than placing blame.

Can employee check-ins improve remote work productivity?

Absolutely. Regular check-ins help remote employees stay connected, aligned with goals, and engaged. Using tools like video conferencing, shared task boards, and performance trackers can enhance remote check-ins.

How do I measure the success of check-ins?

Track outcomes like improved employee engagement, clearer goal alignment, and increased productivity. Employee feedback, reduced turnover rates, and project completion metrics are also great indicators of successful check-ins.

Get actionable advice and tips for leaders
Delivered to your inbox weekly. No spam
Read about our privacy policy.
Thank you!
Oops! Something went wrong while submitting the form.
Free Ebook: Managing Gen Z Effectively
Discover nine strategies that have been tested and proven to work with this generation of workers.

Get actionable advice and
tips for leaders

Get our roundup of best practices and insights for people managers delivered to your inbox ever week.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.