Skip-level meeting agenda template
A 30-minute skip-level meeting agenda in five timed parts, with an opening script, nine questions and a close, to fill in, copy or print.
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Skip-level meeting agenda template
Template from https://www.teampredict.ai/templates/skip-level-meeting-agenda
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A skip-level agenda gives the meeting a clear and safe shape.
A skip-level meeting is a conversation between an employee and their manager's manager, without the direct manager present. It surfaces the problems people will not raise with the person who causes them. It also makes people nervous, because an unexplained meeting with the boss's boss looks like trouble.
The agenda solves that. It states the purpose in the first three minutes, moves from the person's own work to the team and the company, and closes by saying what will happen with what was said. Share it beforehand with the employee and with their manager.
Here is how to use the skip-level meeting agenda template in five steps.
How to use it
- 1Tell the manager first
- 2Send the agenda ahead
- 3Open with the purpose
- 4Ask and listen
- 5Close the loop
Tell the manager first. Explain to the manager in the middle why you hold these meetings and what you will share afterwards. A surprise skip-level damages that relationship.
Send the agenda ahead. Give the employee the questions two days before, so they come with examples and not with worry.
Open with the purpose. Read the opening words. Say that it is not a review of them or of their manager.
Ask and listen. Keep your own talking to the questions. Do not solve problems in the room or commit to changes on the spot.
Close the loop. Say what you will do, share themes with the manager without naming who said what, and follow up on each action.
Here is a worked example with invented names.
Take an invented company, Pellamoor Insurance, with a claims department of 45 people. Aiko Tanabe, the head of claims, holds a skip-level meeting with Sam Whitlock, a claims handler who reports to one of her team leads.
Sam is proud of clearing the storm backlog. What slows the team down is that most payments need two sign-offs and one of the two approvers works part-time. If he ran the department, he would put one approver on every shift.
Worked example
Pellamoor Insurance, an invented company: one skip-level meeting
- LeaderAiko Tanabe, head of claims
- Team memberSam Whitlock, claims handler
- Proud ofClearing the storm backlog
- What slows the team downTwo sign-offs on most payments, and one approver works part-time
- What he would change firstOne approver on every shift
What Aiko did
Reviewed the sign-off rule with finance by the 15th and shared the theme with the team lead, without naming Sam
Aiko does not change the rule in the room. She writes one action, to review the sign-off rule with finance by the 15th, and tells the team lead the theme, that approvals slow the team, without naming Sam.
These mistakes spoil a skip-level meeting.
- Holding one without telling the manager in the middle, who then hears about it second-hand.
- Using it to check up on the manager or to collect complaints about one person.
- Fixing things on the spot, over the manager's head.
- Repeating what someone said in a way that identifies them.
- Meeting once and never again, which makes the single meeting look like an investigation.
People ask these questions about skip-level meetings.
These glossary terms explain the ideas behind it.
A skip-level meeting is a conversation between an employee and their manager's manager, without the direct manager present.
A one-on-one is a recurring private conversation between a manager and a direct report about the work, the obstacles and the person's growth.
A toxic work environment is a workplace where the day-to-day norms, usually set by managers, reliably damage the people in it.
Span of control is the number of direct reports a manager has.
Employee engagement is how committed and involved people are in their work and their company, beyond simply doing the tasks assigned to them.
These pages on this site go deeper.
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