Free template, copy and use

Free skip-level meeting template

In a skip-level meeting a senior leader meets people who report to their managers. It's for listening, not status. This template gives you questions that invite honest answers and a place to note what you'll follow up on.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Skip-level meeting template

Meeting

[Leader] with [name / group] | Date: [date]

Purpose

Listen to how work is going; this is not a performance review.

The work

What are you most proud of lately?

What slows you down?

The team

How do decisions get made in your team?

What would make collaboration easier?

Support

What support would help you grow?

What should we start, stop or keep doing?

The company

Is anything about our direction unclear?

Follow-ups

[What I'll look into] | By: [date]

How to use this template

  • Tell their manager about the meeting first, and why.
  • Share themes back, not who said what.
  • Always close the loop on what you said you'd follow up on.

Skip the typing

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Frequently asked questions

Related:

What is a skip-level meeting?

A meeting between a leader and people who report to their direct reports, to hear about the work and team first-hand.

How often should skip-levels happen?

Once a quarter is common, either one-to-one or in small groups.

Is this skip-level meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the skip-level meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.