task icon Task

Create 1:1 Template

Generate a structured 1:1 meeting template with effective questions

Requirements
Meeting type (regular check-in, career conversation, performance review), direct report context if known
1

Ask the user about their 1:1 needs:

  • What type of 1:1? (regular check-in, career conversation, new hire, performance review)
  • Who is this for? (new team member, tenured IC, struggling performer, high performer)
  • Meeting cadence? (weekly, bi-weekly)
  • How long? (30 min, 45 min, 60 min)
  • Any specific topics you want to cover?

If they just say "1:1 template", create a versatile weekly check-in template.
2
state icon Read Work Overview state →
Check for direct report context
3
state icon Read People Directory state →
Check for direct report profiles
4
slice icon Read Manager Coaching Guide slice →
Reference 1:1 best practices
5

Generate 1:1 template: prep checklist for both parties, agenda sections (check-in,
their topics, progress, growth, feedback exchange, close), question bank by theme
(engagement, work, team, career), and post-meeting follow-up checklist.
6

Present the template and offer:

  • "Want me to customize this for a specific direct report?"
  • "Should I create a career conversation version?"
  • "Need a template for new hire 1:1s?"
7

If user shared context about a direct report, save to statePeople Directory
(filename: firstname-lastname.md) with relationship: direct_report.
Include: role, tenure, strengths, development areas, career goals if mentioned.

 
                    To run this task you must have the following required information:

> Meeting type (regular check-in, career conversation, performance review), direct report context if known

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple CONSECUTIVE read steps in a row, read them all at once (in parallel). Otherwise, do not read a file until you reach that step.

Add all steps to your todo list now and begin executing.

## Steps

1. Ask the user about their 1:1 needs:
- What type of 1:1? (regular check-in, career conversation, new hire, performance review)
- Who is this for? (new team member, tenured IC, struggling performer, high performer)
- Meeting cadence? (weekly, bi-weekly)
- How long? (30 min, 45 min, 60 min)
- Any specific topics you want to cover?

If they just say "1:1 template", create a versatile weekly check-in template.


2. [Read Work Overview]: Read the file at `documents/work/overview.md` into context (Check for direct report context)

3. [Read People Directory]: Discover relevant information in the user's filesystem at `documents/knowledge/people/*.md`. (Check for direct report profiles)

4. [Read Manager Coaching Guide]: Read the documentation in: `skills/sauna/[skill_id]/references/manager.coaching.guide.md` (Reference 1:1 best practices)

5. Generate 1:1 template: prep checklist for both parties, agenda sections (check-in,
their topics, progress, growth, feedback exchange, close), question bank by theme
(engagement, work, team, career), and post-meeting follow-up checklist.


6. Present the template and offer:
- "Want me to customize this for a specific direct report?"
- "Should I create a career conversation version?"
- "Need a template for new hire 1:1s?"


7. If user shared context about a direct report, save to `documents/knowledge/people/*.md`
(filename: firstname-lastname.md) with relationship: direct_report.
Include: role, tenure, strengths, development areas, career goals if mentioned.