✅Format / checklist

Things to cover in quarterly peer-to-peer

• Review your peer’s annual leave by looking over the leave log with them - How much annual leave have they taken? Is this roughly proportionate to where we are in the year? If not, when could they book some in?

• Review previous goals:

  • How far have they got towards each goal?

  • if they have/haven’t achieved their goals explore the reasons behind that

  • What are their learnings?

  • What will they do the same / differently?

• Support your peer to set new goals for the next quarter

• Is there any training your peer needs to reach their goals or fulfil their work generally? [See guide to training for more details on how to record training]

Things to cover in monthly peer-to-peer meetings: checklist

Essential:

• Ask about your peer’s overall wellbeing and stress levels

• Ask your peer how their relationships with colleagues are: are there any tensions, difficulties, conflicts? If so, what do they plan to do about it? How can you support?

• Ask how their workload is - are they overworking at the moment?

  • [Offer coaching if so: how would they like it to be… What are the barriers?]

  • Ask how you can support them

• Review your peer’s progress on their goals

• Review at the end how your peer is finding the support you’re offering. This is a space for them to offer constructive feedback.

Optional questions to ask:

• How else shall we use this session?

• How is your wider life going?

• How is work going for you?

• How is this organisation feeling for you right now?

  • And your role in it?

• How can I best support you?

• In the last month, where did you get to with your goals?

• What did you like/ dislike, what would you change?

• What do you want to do this month?

• Is there anything you want to check in on again at our next meeting?