Skip Level Meeting Form

A structured form for preparing skip-level meetings, capturing wins, challenges, support needed, and feedback for the direct manager.

Meeting Context

• Meeting date
  Select the date of your skip-level meeting.
• Primary topic for this meeting
  Choose the main focus area for the discussion.
• If other, describe the topic
  Briefly describe the topic if it is not listed above.

Recent Wins

• What have been your recent wins?
  Summarize 1-3 specific accomplishments, improvements, or positive outcomes.
• What impact did these wins have?
  Describe the business, team, customer, or process impact if relevant.
• Who or what helped make these wins possible?
  Select any contributors or support sources that should be recognized.

Challenges and Blockers

• What challenges or blockers are you facing?
  Describe the main issues affecting your work, team, or goals.
• Which area best describes the challenge?
  Select one or more categories that apply.
• How urgent is this issue?
  Rate the urgency of the issue from low to high.

Support Needed

• What support do you need?
  Select all forms of support that would be helpful.
• Describe the support you need
  Provide specific context, examples, or the decision you are seeking.
• Who can best help with this?
  Choose the person or group most likely to help.

Feedback for Direct Manager

• What feedback do you have for your direct manager?
  Be specific and work-related. Focus on behaviors, support, communication, or decision-making.
• What area does this feedback relate to?
  Select the areas that best match your feedback.
• Would you like follow-up on this feedback?
  Choose yes if you want this feedback discussed further after the meeting.

Additional Notes

• Anything else you'd like to discuss?
  Use this space for other questions, ideas, or topics.
• Preferred follow-up method
  Choose how you'd like to receive follow-up if needed.