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Work-Life Balance 1:1 Meeting Template

Introduction

In today’s fast-paced work environment, maintaining a healthy work-life balance is essential for sustained performance and wellbeing. This template provides a focused framework for 30-minute conversations about workload and creating sustainable working patterns.

Before the Meeting

  • Schedule 30 minutes in a private setting
  • Review recent workload and hours
  • Note any signs of potential burnout
  • Consider available support resources
  • Prepare to listen and offer support

Meeting Structure

Opening (3 minutes)

Create a supportive atmosphere:

“I’d like to focus on your wellbeing and work-life balance today. My goal is to ensure you can do your best work while maintaining your personal health and happiness.”

Current State (10 minutes)

Assess their work-life balance:

Key questions:

  • “How would you rate your current work-life balance?”
  • “What’s your stress level on a scale of 1-10?”
  • “Is your workload manageable?”
  • “Can you disconnect from work during personal time?”
  • “What’s impacting your wellbeing the most?”

Challenges and Solutions (12 minutes)

Identify issues and explore solutions:

Focus areas:

  • Workload management
  • Meeting schedules
  • Deadline pressures
  • Communication patterns
  • Personal obligations

Key questions:

  • “What creates the most stress in your role?”
  • “What changes would improve your balance?”
  • “What resources would help you manage better?”
  • “How can I support your boundaries?”

Action Planning (5 minutes)

Establish clear next steps:

Quick planning:

  • One immediate change to implement
  • Support resources to provide
  • Follow-up timeline
  • Mutual commitments

After the Meeting

  • Document agreed changes
  • Share relevant resources
  • Schedule regular check-ins
  • Monitor for improvement

Monthly Check-In (30 minutes)

Quick Status (10 minutes)

  • Current balance assessment
  • Stress level check
  • Recent challenges

Solutions Review (15 minutes)

  • What’s working
  • What needs adjustment
  • New support needed

Next Steps (5 minutes)

  • Update action items
  • Schedule follow-up

Additional Resources

Remember: Focus on identifying the most pressing wellbeing concerns and implementing immediate, practical solutions. Schedule deeper discussions for specific issues as needed.