Skip Level Meeting Agenda Template

As a manager, staying connected to your direct reports' teams is essential for building strong relationships and ensuring their success. But how do you make the most out of skip-level meetings without wasting time? Enter ClickUp's Skip Level Meeting Agenda Template!

With this template, you can:

• Establish a structured approach to discussing team performance and addressing concerns
• Provide constructive feedback and guidance for individual and team growth
• Foster employee engagement and build a culture of open communication

Whether you're a seasoned manager or new to skip-level meetings, this template will help you streamline the process and make every meeting count. Get started today and elevate your leadership game!

Skip level meetings can be a powerful tool for building strong relationships and improving communication within an organization. With the Skip Level Meeting Agenda Template, you can:

• Establish a clear structure for your skip level meetings, ensuring that all important topics are covered
• Streamline the meeting process, saving time for both managers and employees
• Provide a platform for open and honest dialogue, fostering trust and transparency
• Identify and address any concerns or challenges that the team may be facing
• Recognize and celebrate accomplishments, boosting morale and motivation within the team

ClickUp's Skip Level Meeting Agenda template is designed to streamline your skip level meetings and ensure productive discussions.

This template includes:

• Sections: Organize your agenda with sections like "Meeting Details," "Team Updates," "Challenges and Roadblocks," and "Action Items" to keep the conversation focused and on track.
• Custom Fields: Utilize custom fields such as "Meeting Date," "Meeting Location," and "Meeting Duration" to provide all the necessary information for a successful skip level meeting.
• Action Items: Easily create and assign action items during the meeting, and track progress to ensure accountability and follow-up.
• Discussion Points: Document important discussion points and decisions made during the meeting to refer back to in the future.
• Attendee List: Keep track of attendees and their roles to ensure all necessary stakeholders are present.
• Meeting Notes: Capture meeting notes in real-time, making it easy to review and share information with team members who couldn't attend.
• Different Views: Access various views such as the Document View, Table View, or Task View to customize the way you interact with the agenda and ensure it suits your meeting style.

Skip level meetings can be a valuable tool for building relationships and improving communication within an organization. To make the most out of your skip level meetings, follow these six steps using the Skip Level Meeting Agenda Template in ClickUp:

1. Determine the purpose

Before scheduling a skip level meeting, clarify the purpose behind it. Are you looking to gather feedback, address concerns, or simply connect with employees at different levels of the organization? Clearly defining the objective will help guide the conversation and ensure that everyone is on the same page.

Use a Doc in ClickUp to outline the purpose and goals of the skip level meeting.

2. Invite the participants

Identify the employees who will be attending the skip level meeting. This may include direct reports of your direct reports or individuals from different teams or departments. Send out invitations well in advance to allow participants to prepare and make necessary arrangements.

Use the Calendar view in ClickUp to schedule the skip level meeting and send out invites to all participants.

3. Create an agenda

To keep the skip level meeting focused and productive, create a clear agenda that outlines the topics to be discussed. This will help guide the conversation and ensure that all relevant points are covered. Include time allocations for each topic to ensure that the meeting stays on track.

Use tasks in ClickUp to create an agenda with separate items for each topic to be discussed.

4. Encourage open communication

During the skip level meeting, create an environment that encourages open and honest communication. Make it clear that participants are free to express their opinions, concerns, and ideas without fear of retribution. Actively listen to what each person has to say and ask follow-up questions to gain a deeper understanding.

Use the Board view in ClickUp to create a space for participants to share their thoughts, ideas, and concerns during the meeting.

5. Take notes and assign action items

Designate someone to take detailed notes during the skip level meeting. These notes should capture key discussion points, decisions made, and any action items that arise. Assign responsibility for each action item to ensure that they are followed up on after the meeting.

Use the Docs feature in ClickUp to take collaborative notes during the meeting and assign tasks to specific individuals for follow-up.

6. Follow up and track progress

After the skip level meeting, follow up with participants to provide any necessary updates or clarification. Track the progress of action items and ensure that they are being addressed in a timely manner. This will help maintain accountability and ensure that the outcomes of the skip level meeting are implemented effectively.

Use the Automations feature in ClickUp to set reminders and notifications for action items and track their progress in real-time.

Managers can use this Skip Level Meeting Agenda Template to have effective and impactful skip-level meetings with their direct reports' teams.

First, hit "Add Template" to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to have productive skip-level meetings:

• Use the Meeting Agenda view to create a structured agenda for each skip-level meeting
• Start with an icebreaker or team-building activity to set a positive and engaging tone
• Review the team's performance and discuss any challenges or concerns
• Provide feedback and recognition to team members for their accomplishments
• Set goals and action plans for the team to drive growth and development
• Discuss any upcoming projects or initiatives and gather input from team members
• Wrap up the meeting by addressing any questions or concerns from the team
• Follow up with meeting minutes and action items to ensure accountability and follow-through.