One-On-One Worksheet

Directions:

1. List the people you work with on a regular basis in the column Work Relationship.

2. Next, fill in the columns by answering the following questions:

   • Manage: Is one of these statements true: “you manage this person” or “this person manages you”? (0 = no, 3 = yes)
   • Ongoing Client: Is this person an ongoing client? (0 = no, 3 = yes)
   • Questions: How often do you ask each other questions? (0 = never, 1 = rarely, 2 = occasionally, 3 = frequently)
   • Delegate: How often do you delegate tasks to this person or they delegate tasks to you?(0 = never, 1 = rarely, 2 = occasionally, 3 = frequently)
   • Coordinate: How often do you coordinate your schedule with this person? (0 = never, 1 = rarely, 2 = occasionally, 3 = frequently)
   • Follow up: How often do you follow up with this person? (0 = never, 1 = rarely, 2 = occasionally, 3 = frequently)

3. Once you have completed each row, tally up your numbers and write the sum in the “Total” box.

4. Finally, rank each row according to the highest total.

5. It is recommended that you schedule one to one meetings with the top three or four people on the list.
   | Work Relationship | Manage |
   
   

   Ongoing Client

   Questions	Delegate	Coordinate	Follow Up	TOTAL NEEDS	RANK
   Write name here	0 or 3	0 or 3	0–3	0–3	0–3
   Name 1
   Name 2
   Name 3