Run more effective employee 1-on-1s with AI
Use AI to prepare smarter questions, capture key takeaways, and turn every employee 1-on-1 into clear, actionable follow-up.
TL;DR
You'll use Claude with Cowork to build a project that organizes your 1-on-1 notes, provides a reusable template and scoring rubric, and tracks progress over time. This helps you prepare smarter questions, capture key takeaways, and turn every conversation into clear, actionable follow-up.
Who this is for
- Managers who conduct regular 1-on-1s
- Team leads wanting to improve communication
- Mentors tracking mentee progress
What you'll build
A Claude project that includes a team reference file, a reusable 1-on-1 template and scoring rubric, and a tracker to monitor progress over time.
Steps in this tutorial
- Step 1: Set up a new Claude Cowork project
- Step 2: Create a team reference file
- Step 3: Build a rubric and a template
- Step 4: Use the rubric after your next 1-on-1
- Step 5: Create a tracker
The step-by-step instructions, prompts and screenshots are for AI Academy subscribers.
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