# Format / checklist

### Things to cover in quarterly peer-to-peer

* Review your peer’s annual leave by looking over [the leave log](https://docs.google.com/spreadsheets/d/1Z152YSHFCLL_IwyTAHIbRMs2m_G44Oy3I3Mg7icZerI/edit#gid=1763690453) 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?&#x20;
* Review previous goals:&#x20;
  * 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?&#x20;
  * What will they do the same / differently?&#x20;
* 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](https://docs.google.com/document/d/1qMLN2P2Qduasi0y4-CIlasKC2HLljfB0hQ0svTmigSY/edit) for more details on how to record training]

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

***Essential:***&#x20;

* Ask about your peer’s overall wellbeing and stress levels&#x20;
* 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?&#x20;
  * \[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.&#x20;

***Optional questions to ask:***&#x20;

* 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?&#x20;
* 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?


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