Run more effective employee 1-on-1s with AI

Run more effective employee 1-on-1s with AI

Published By the AI Academy editorial team · editorial policyIncludes a video walkthrough8 min readBeginner

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

  1. Step 1: Set up a new Claude Cowork project
  2. Step 2: Create a team reference file
  3. Step 3: Build a rubric and a template
  4. Step 4: Use the rubric after your next 1-on-1
  5. Step 5: Create a tracker

The step-by-step instructions, prompts and screenshots are for AI Academy subscribers.

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