Weekly Employee Check-In Checklist for Marketing & Digital Agencies
A structured checklist for conducting brief weekly one-on-one check-ins with team members to discuss progress, challenges, and development.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Complete Checklist
- 1Review the team member's tasks and goals from the previous weekCritical
- 2Ask about progress on current campaigns or assignments
- 3Discuss any challenges, blockers, or frustrations the team member is experiencingCritical
- 4Provide constructive feedback on recent work or behaviour
- 5Recognise achievements and positive contributions from the week
- 6Discuss priorities and goals for the coming week
- 7Check the team member's workload and capacity
- 8Ask about any training or development needs identified
- 9Discuss any team dynamics or collaboration issues
- 10Review upcoming leave, schedule changes, or personal commitments
- 11Ask if there is anything the manager can do to better support the team memberCritical
- 12Discuss any process improvements or ideas the team member has
- 13Update the check-in notes for the team member's record
- 14Confirm the time for next week's check-in
Frequently Asked Questions
What if an team member says everything is fine during check-ins?
Ask open-ended questions that encourage more detailed responses, such as what was the most challenging part of your week or what would make your work easier. Build trust over time by acting on feedback when it is given. Some employees take time to open up, especially if check-ins are new. Consistency and genuine interest make a difference.
How long should weekly team member check-ins be?
Aim for 10 to 20 minutes per team member. These should be brief, focused conversations rather than lengthy performance reviews. The regularity of weekly check-ins means each session can be shorter because issues are addressed before they escalate. If a topic requires more time, schedule a separate dedicated meeting.
Should check-in conversations be documented?
Yes, brief notes help track patterns, follow through on commitments, and provide context for formal performance reviews. Keep notes factual and focused on key discussion points and agreed actions. Store them securely and share relevant notes with the team member so both parties have a shared understanding of what was discussed.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.