Wins and progress
Begin with what moved forward.
Ask for one meaningful win and priority progress without turning the form into a project report.
- A result the employee values.
- Progress on the main commitment.
- Work deserving recognition.
Describe your team and meeting cadence. Makeform creates a focused questionnaire employees complete before each one-on-one, so both people can prepare updates, questions, feedback, and next steps.
Route employee responses to email, Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting point, tailor the prompt, and send it to the Makeform builder. Each example shows a practical structure.
Audience
Employees meeting weekly with their manager
Format
Short recurring questionnaire with priority routing
Prompt size
227 chars
Example questionnaire structure
Short recurring questionnaire with priority routing
What was your biggest win this week?
How manageable is your workload?
Which blocker needs manager help?
What should we discuss first?
What will you commit to next?
Suggested routing tags
Needs discussion
Manager follow-up
Growth goals
Ask what the employee most wants to discuss and review that answer first, before routine status updates crowd it out.
Step 1
Prompt
manager defines cadence and focus
Step 2
Prepare
employee reflects before the meeting
Step 3
Discuss
shared priorities shape the agenda
Step 4
Follow up
actions carry into the next check-in
Better prepared conversations
A short questionnaire surfaces what the employee needs before the meeting while leaving the live conversation for nuance and decisions.
Review the employee's top topic before building the agenda, so needed support is not squeezed into the final minute.
Open conditional context after low workload, clarity, or energy ratings without lengthening everyone's form.
Revisit agreed actions next time to distinguish a passing issue from a pattern worth discussing.
Adapt the cadence
Start with the conversation your employee needs now, then shorten or deepen the questionnaire to match the meeting frequency.
Ask about wins, priorities, blockers, workload, and the first agenda topic.
Add skills, challenging assignments, feedback, career interests, and a growth action.
Separate energy, workload, clarity, and connection instead of treating them as one concern.
Learn feedback preferences, working style, boundaries, and expectations early.
From prompt to agenda
Makeform helps turn your management intent into an employee-facing questionnaire, then routes responses where you can review them before the meeting.
Specify the audience, cadence, and desired balance of delivery, wellbeing, growth, and feedback.
Remove unnecessary personal questions, mark optional fields, and explain who reviews responses.
Allow reflection time and route the response to the manager before the call.
Lead with the employee's topic, record decisions, and carry unfinished actions forward.
Preparation options
The right preparation method depends on cadence and complexity. A generated questionnaire combines consistent prompts with room to adapt for each team.
Field guide
Six focused sections create a balanced agenda. Keep recurring prompts stable enough to reveal changes, while rotating deeper questions when a project, role, or goal changes.
Wins and progress
Ask for one meaningful win and priority progress without turning the form into a project report.
Workload and wellbeing
Use distinct ratings and optional context; avoid demanding personal disclosures.
Blockers and decisions
Clear requests let the manager prepare a decision, resource, introduction, or escalation.
Two-way feedback
Ask what feedback would help and what the manager could change; keep complex issues for live discussion.
Growth and motivation
Periodic skill and interest questions make development ongoing and lead to a small next action.
Agenda and commitments
Rank topics, capture commitments, and reintroduce open actions in the next cycle.
Related tools
Use focused forms for feedback, development, engagement, performance, and team reflection alongside your recurring preparation questionnaire.
Collect specific employee feedback outside the recurring one-on-one preparation cycle.
Open toolBuild a structured review for broader performance reflection and documented goals.
Open toolMeasure team-level themes that are difficult to interpret from individual check-ins alone.
Open toolExplore employee aspirations, skill interests, and development opportunities in more depth.
Open toolGather practical feedback about collaboration, communication, and shared team processes.
Open toolTurn a project or sprint reflection into themes, experiments, and owned follow-up actions.
Open toolFAQ
Practical answers for managers setting up thoughtful employee preparation before recurring check-ins.
It is a short form an employee completes before meeting with their manager. It gathers wins, priorities, blockers, workload, feedback, growth topics, and agenda items. It guides rather than replaces the two-way conversation.
Ask what went well, what matters next, what is blocked, how manageable work feels, what support or feedback would help, and which topic comes first. Rotate deeper growth questions instead of lengthening every weekly form.
Keep a weekly form to about five minutes. Monthly development conversations can go deeper. Conditional follow-ups add detail after a low rating or blocker without burdening everyone.
Not for a specific employee-manager meeting, where ownership is necessary. Use a separate survey for anonymous team sentiment and explain its purpose and access clearly.
Read them beforehand, lead with the employee's topic, prepare requested decisions, and avoid reading answers aloud. Agree on actions and owners, carry commitments forward, and limit access appropriately.
Yes. Create versions for weekly delivery, monthly growth, remote connection, onboarding, or a new manager relationship. Conditional logic can reveal situation-specific follow-ups from one base form.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and reuse the questionnaire without a response cap. The paid tier removes the Makeform badge; it does not unlock a larger free-response allowance.
Send it before each weekly or biweekly one-on-one, but avoid information available elsewhere. Add more detailed monthly reflection. If answers become repetitive, rotate one question or shorten the core.
Make room for the conversation that matters.