Skip Level Meeting Form

A prep form for skip-level meetings to capture wins, challenges, support needed, and feedback for the direct manager.

Meeting Context

• Meeting date
  Select the date of your skip-level meeting.
• Primary focus for this meeting
  Choose the topics you want to discuss.
• If you selected Other, please describe
  Briefly describe any additional topic you want to raise.

Recent Wins

• What are your top wins since the last meeting?
  Summarize the most important accomplishments, outcomes, or progress.
• What impact did these wins have?
  Describe how these wins affected your team, customers, or business results.
• Optional examples or links
  Add brief references to projects, documents, or metrics if helpful.

Challenges and Blockers

• What challenges or blockers are you facing?
  Focus on work-related issues that would benefit from leadership awareness or support.
• How much are these blockers affecting your work?
  Rate the overall impact of the blockers on your ability to make progress.
• What is the main cause of the blocker?
  Select the primary source of the issue if one is clear.

Support Needed

• What support do you need from leadership?
  Be specific about decisions, resources, introductions, or escalation help.
• Type of support requested
  Select all forms of support that would help.
• When do you need this support?
  Optional target date for the support or decision.

Feedback for Direct Manager

• What feedback would you like to share about your direct manager?
  Share specific, respectful feedback focused on behaviors, communication, or support.
• Feedback topic
  Choose the areas your feedback relates to.
• May this feedback be shared with your direct manager?
  Choose how this feedback may be used in follow-up.

Additional Notes

• Anything else you'd like to discuss?
  Use this space for any other work-related topics, context, or questions.
• Follow-up items to track after the meeting
  List any actions, owners, or next steps that should be captured.