1 CPE One-on-ones are extremely important meetings with your boss that allow you to align, collaborate and connect. But if done poorly they can end up being a time waster and be the first thing that gets cancelled when the calendar gets full.
We will first discuss several misconceptions and errors related to 1:1 meetings, including who owns the agenda, and what to focus on for the discussion.
Next we will explore the four elements of a successful agenda that will not only inform your boss but manage their perception of your value to the organization. In the third segment we will discuss the occasional performance focused 1:1. This 1:1 allows you to know where you stand on performance, behavior and career development at key points throughout the year. At the conclusion is a checklist for you to use to ensure your next 1:1s add value to both you and your boss.
Course Key Concept: 1:1 One-on-one, Meeting with Boss, Performance against schedule, Performance against success measures, 1:1 Agenda, Performance objectives, Employee value, Key accomplishments, Career development, Performance feedback, Behavioral feedback
Learning Objectives
- Identify the purpose of 1:1 meetings
- Discover four common mistakes made in 1:1s
- Recognize that sharing your key accomplishments is not about bragging
- Recognize which of your projects/activities are most important to discuss in 1:1s
- Discover the importance of occasionally focusing the discussion on performance feedback and career development
Last updated/reviewed: August 22, 2023
164 Reviews (817 ratings)
Reviews
Anonymous
(Snr Accounting Consultant, CPA)
Professor Fergusson - This is my first course with you, I enjoyed your teaching style. What you covered in this course is real and I have experienced both ends of one on one with my bosses. Thank goodness, the dreaded ones are in my past. And now, I truly enjoy and always look forward to my one on one with my current boss because we are constantly talking and collaborating. Therefore, no surprises!
Julie Zidek-Carter
(Director; Credit & Collections at Yelp)
Great course that provided insight to what I was missing. Owning 1:1s instead of my boss was a surprise at first but made total sense after finishing the course. Carlann also helped me realize that I needed to align my 1:1 discussion points to the company's most valued key objectives, not my own.
Kirk Valencia
(Director, Administration at Hampton Roads Church)
The outline and slides were simple and easy to follow.
This is a very helpful course for starting off in any job in an entry-level position.
The suggestions Mrs Fergusson stated will help a young employee gain confidence in such meetings and forge a path for a successful career development.
Anthony Ukena
(Internal Auditor at EBMUD)
Carlann provides very useful, common sense insight on one-on-ones and gives one the tools to optimize these meetings for the betterment of your career development, building of the relationship with one's boss, and team's alignment with company values and strategies. Loved this course.
Anonymous
(AR Specialist 1)
I learned a lot about what should be included in a one on one with your boss. I currently participate in one on one in a group setting and we tend to go of course most time. Now I know what to expect and how I should handle a successful one on one with my boss.
Anonymous
(Consultant)
I enjoyed this course, especially the advice related to feedback. Talk about your overall performance and greatest accomplishments and continued development. I usually focus on status updates, but will be more cognitive to the other feedback as well.
Anonymous
(CFO)
I think this was a great topic to create a course for. I had been doing one on ones with my boss and direct reports but didn’t think I was doing them correctly or getting the most out of them - this course definitely helped from both perspectives.
Aaron Zerkel
( at PROS Inc)
The images on the slides seemed irrelevant in many cases. My favorite was the Argentinian rabbit running past the Brazilian turtle. Great cartoon, but I have no idea how it could have related to the topic. Bullet points may have been more effective.
Lori Kulp
( at HRP Hitesh CPA)
The class was very informative about the importance of one on one meetings. They are beneficial to both the employee and employer by letting each party know where they stand, what is expected, any help that is necessary before the review is given
Charles Bennett
(Program Manager at US Customs & Border Protection)
The course was Awesome! it had a lot of valuable information that provided insight I have not thought about previously. It also provided a different perspective on things that I thought we a bad approach, but it turns out it is a good thing.
Anonymous
()
I found this course very interesting and insightful for me. Manager 1:1s has been a pain point for me for a while now, and this training gave me a lot of useful insight I'm excited to incorporate into my regular 1:1s to unlock hidden value.
Anonymous
(Controller)
This course was very informative and practical. She identified so many areas that we fall short on when having 1 on 1 discussions. Easy, practical advice to implement. She provided great real life examples as well. Great course!
Anonymous
(Controller)
I enjoyed this class and thought it had many good ideas to help facilitate valuable feedback from my boss. I also plan on taking the One-on-one with your Employees so I can understand how I can be a better mentor. Thanks!
Anonymous
(Senior Accountant)
Excellent detailed out approach to having 1 on 1 meetings with manager. Each step fulling explained as to benefit to me, my manager and the company. Definitely will employ this approach with next 1 on 1 with my manager.
Ann Molter
( at First Colorado National Bank)
Great summary of effective one-on-one meetings with good outlines for avoiding ineffective meetings. It's good to stay informed but owning the agenda and sticking to the outlines will help ensure effective use of time.
Anonymous
()
This course was a good reminder that the employees owns the 1:1s and a lot can be accomplished by having them, including showing how you have performed successfully and setting a pathway for future accomplishments.
Anonymous
()
The course provides helpful tips to having a successful and meaningful meeting with managers. The presentation was easy to understand and the course gives easy to follow and practical steps to use in our jobs.
Anonymous
(Sr Director Consolidation)
Very helpful and useful. One on ones are something our team has started to do fairly recently and this gives a better perspective on what we should be trying to accomplish during these meetings.
Anonymous
()
This gave me a bit to think about. I have been treating one on ones with the people I supervise as if I own the agenda. I can definitely do a lot better at letting them drive the discussion.
Anonymous
(Mgr, Accounting/Reporting, Internal Repo..)
This was good for anyone who manages projects to help to decide what to talk about to your boss & how often. However it listed out a high level outline, but I would have liked more examples.
Anonymous
()
I found that the instructor had a fun demeanor and provided excellent material that was not only informational but had checklists, action items that I can immediately put to use in my career.
Anonymous
(Accounting Leader)
This course gives great advice of how to best handle one on ones and it gives great ideas of how to improve mine. I learned who takes responsibility for their own one on ones and the agenda.
Lisa Brzezinski
(Director of FInance at Aspirus)
I liked the advice on having an agenda and focusing the conversation.
I also like the advice to discuss successes and accomplishments and talk about solving problems versus complaining..
Anonymous
(Wireless Data Analyst)
I strongly recommend to anyone who is concerned about what to discuss one their one-on-ones. The class was informative and gave me a different view to look at how to discuss my one-on-one.
Anonymous
(Finance & Accounting Consultant)
Overall, I really enjoyed this course on One-On-Ones with Your Boss, as it was a good reminder of the purpose of the meetings and had great tips on how to improve your existing meetings.
Anonymous
(Audit Manager)
Great topic and very helpful! Topics suggested will make one on ones very efficient and meaningful to both boss and staff. This should be a requirement for both staff and managers to take.
Anonymous
(Senior Accountant)
Enjoyed the class and I see why the one on one with your boss is important. Accomplishments need to be recognized and behaviors and attitudes expressed to help further the career path.
Anonymous
(Staff Accountant)
Turns out I've been doing my one on one's all wrong! Very helpful information to improve the productivity of one on one meetings as well as how to use them to advance your career.
Anonymous
(Account Receivable Accountant)
Great. Very usufull to prepare for 1 on 1. Learned to own the agenda and create agenda for better use and focus on the meetings. Helps keeps everyone on track and goal oriented.
Anonymous
(Director of Capital Accounting)
The course provided an insightful outline in creating a 1-1 environment with your leader. Understanding the benefit of the 1-1 and how to separate it from a performance review.
Dickson Amayo
(Senior Auditor at U.S Department of Veterans Affair – De..)
Good to know the purpose of 1:1, the mistakes or misconceptions of having 1:1 now corrected and recognizing the importance of 1:1 on performance feedback and career development.
Kimberley Wooding
(CFO at 5 Star Life Insurance Company)
Very useful in identifying topics for the routine agendas. I intend to incorporate this information not only for myself with my own "boss" but also to share with my own staff.
Anonymous
(Sr Accountant)
The supporting material slides pdf differs significantly from the video presentation. It looks like the video was updated and the slides were not updated to match the video.
Anonymous
(Senior AR Representative)
Carlann was very clear and concise when giving examples. The course was a good course to take for reducing 1:1 anxiety and giving a better understanding of what to discuss.
Alex Mickelson
(Accounting Manager at Short Elliott Hendrickson, Inc.)
These are great topics to review periodically. A good refresher course or a good beginner class for those newly in a management role. I found the class informative.
Anonymous
(ESG Process & Controls Manager)
This course was helpful with tips on how to effectively hold 1:1s with your boss. Even as someone who thought I was doing it well, there were still great tips within!
Anonymous
()
It is well presented with a logical flow of information. It doesn't focus on how to master the routine but more so on how to have a stellar 1:1! Thank you Carlann.
Julie Trinh
( at BR)
Educational video and great tips. The video had great information about one on ones with your boss that I definitely agree on. Overall, it was a great course.
Anonymous
(Director Net Revenue)
Overall pretty good, but would like to hear perspective on what you can do if your boss won't have one-on-ones with you, and/or are disengaged / never followup.
Tim Flake
(Financial & Accounting Consultant at DLC Consulting)
The topics discussed in this course are likely well known for more experienced professionals. I believe this course is best suited for younger professionals.
Anonymous
(Consultant)
Good course, especially for new managers. This course helps to outline 1-on-1 with team members and what should part of those discussions and what should not.
Anonymous
(Director)
The course is good. It provides key points to remember on doing one-on-one sessions.
The time allotted is about right and the topics covered are good,
Anonymous
(Controller)
I found this course very helpful in identifying ways to make better use of one on ones with my boss and to maximize the value I can provide to the company.
Anonymous
(Accountant)
I thought this course was very interesting and helpful. I thought the instructor explained the topic very well. I would recommend this course to others.
Anonymous
(Director)
The discussion on one on ones was a good tool to prepare for my current work situation. There are good ideas and processes to utilize in these meetings.
STEPHANIE TOOKE
(Accounting Manager at Novelis)
good course for a structured review with 1:1's. It brings up goods points for the employee to talk about whether they are brought up by manager or not.
Anonymous
(Senior Internal Auditor)
This course was a great in helping my understanding of one-on-one meeting with my boss. The instructor was very effective in presenting the materials.
Michael Muchortow
(CPA at Muchortow & Associates)
Well organized presentation that gives lots of practical tips on how to be more effective in One-on-One meetings with your boss. Excellent course.
Anonymous
(Retired)
I wish I would have had this class when I was starting my career. It would have been very helpful. Well presented with good examples. Thank you.
Anonymous
(Manager - Compliance and Risk Management)
This course is not only a great refresher of the value and format of effective 1:1s, but, offers great tips to share with my Staff. Well done.
Janna Williams
( at ZOMALAB)
Helpful reminders and practical tips. Good amount of information in a reasonable amount of time. Effective slides and presentation skills.
Anonymous
(Controller)
Great insights! The concepts presented are very easy to implement and I expect will have a positive impact on how I do 1:1s going forward.
Anonymous
(Accounting Manager)
As a new manager, this was a great review of what I should be doing to make sure I maintain good communication and working relationships.
Anonymous
(Accounting Manager)
I like that the presentation broke down the different types of meetings you will have with your boss and how to prepare for each of them.
Anonymous
(Controller)
Overall content pretty good. Would have preferred to see more visuals or a bit of video demonstrating one on one meetings-do's and don'ts
Anonymous
(Revenue Accountant)
Great course - well thought-out materials and organization. Thought it was very relevant considering less face time due to the pandemic.
Anonymous
(CFO)
Solid course. Good information to follow and utilize for success throughout your career regardless of your level in an organization.
Anonymous
(auditor)
great course. i rarely have formal 1 on 1 with my mgr, but this course gives me perspective and tips on how to structure the meeting.
Anonymous
(CFO)
This is a great course to take - it is practical, insightful and the instructor is engaging and provides fun presentation materials.
Anonymous
(Vice President of Technical Accounting)
Multitude of specific, actionable ideas with broad applicability. Regrettably, downloadable slides have less than what presented.
Anonymous
(-)
Helpful reminders about the benefits of 1:1 meetings. Intentionality is key, and this is a course that does promote this posture.
Anonymous
(Director - Billing Data Integrity)
I recommend this course. It make some great point and 1-1 meeting are very important to make sure everyone is on the same page.
Anonymous
()
Straight and to the point. Provided valuable context on what to discuss during one-on-ones and how to discuss my own performance.
Anonymous
(Partner)
Helpful insights and reminders on how we need to own our own careers by regularly obtaining feedback and by driving perceptions.
Anonymous
(SFA)
I just had my one-on-one and saw this course after - interesting to compare what I did to what I should have done. Thank you.
Anonymous
(Manager, SEC Reporting)
It is an interesting course and provides simple advice that anyone can implement during their one-on-ones with their manager.
Aaron Barbera
(Finance Manager at Cisco Systems Inc.- FCRM)
This was an amazing course, I would highly recommend this course to anyone looking to improve their one on one meetings!!!!!
Anonymous
()
Instructor presented information in a clear and systematic approach. Course will show you that 1:1s are not all about you.
Maxwell Hassenstein
( at NeoGenomics)
1:1s are a weekly occurrence in my work and this contains great content for what should be addressed in these meetings.
Anonymous
()
concise, practical, quick list of important reminders for effective 1:1s, whether you are a boss or a direct report.
Youlanda Williams
(Program Analyst at VA - U.S. Department of Veterans Affairs)
1:1 meetings can be a little difficult and this training provides great insight on how to make them more valuable!
Anonymous
(CFO)
A terrific course that provided a lot of great reminders of the importance of 1 on 1 meetings with your manager.
Ningjie Tang
( at Dentsu China Investment Limited)
easy, interesting and insightful. I would recommend you to take it if you plans to move up to the manager level.
Anonymous
(Director, Governance)
Great course - I plan to take the other course mentioned "Mastering your one-on-ones with your employees" next.
Anonymous
(Senior Accountant)
Very informative. Included ways to bring back the skills to your own 1:1 with examples and the why behind them
Anonymous
(Controller)
Excellent overview of how to have effective 1:1s. The instructor presented an simple but effective framework.
Anonymous
(Senior Director Internal Audit)
Excellent ideas on how to structure one on ones with your boss and what important items should be discussed.
Anonymous
(Card Program Administrator)
Very good course - points out items which can make or break a 1:1. Lots of common sense, but an eye opener.
Tyson Davenport
(Controller at Zonos)
This course gave me a new perspective on what the important parts of my one on ones with my boss should be.
Anonymous
()
This course provided valuable advice on having one-on-ones. I will be implementing these tips going forward.
Anonymous
(Senior Associate)
Super helpful course. Never really thought about one-on-ones this way so found the course to be very useful.
Lynnette Kettlewell
(Manager at DaVita)
Great presenter!!! Flowed well, positive upbeat presentation style, and helpful and practical information.
Anonymous
()
This was a great class that gave me some important tips that I hadn’t previously considered. Very useful!
Deborah Tabacco
( at Transcend Technology, LLC)
This course content was delivered in a simple and clear manner. The tips are easy to understand and apply.
Anonymous
()
Informative and provided greats tips on how to successfully approach 1-on-1 meetings with your superiors.
Anonymous
(Manager, Credit & Collections)
I thought this course had excellent content, was well put together and stuck to the course description.
Anonymous
()
This course is a helpful reminder of the steps to take during a one on one. I also liked the checklist.
Anonymous
(Vice President)
Great course, great content, would recommend this course to all CPA licensees that are looking for CPE
Anonymous
(Senior Revenue Accountant)
Thought it was good material. It didn't give advice for bosses who like to take over the conversation.
Anonymous
(Accountant)
This is a useful course to transform one-on-ones into powerful tools to boost work and career growth.
Anonymous
(Sr. Accountant)
The course offers great suggestions for how a 1:1 meeting can contribute to career building success.
Anonymous
(Auditor)
The course was very informative and gave me good insight for my next one on one with my supervisor.
Anonymous
()
This course was organized well and clearly and concisely got the information across to the student.
Anonymous
(Controller)
this was good reminded me of a course i had back in grad school or somehting tlike that...........
Anonymous
(Corporate Controller)
This was a very well prepared presentation and reminder of making 1:1 successful and productive.
Lauren Ream
(Accounting Analyst at Washington University)
I really enjoyed the way Carlann handled this topic. I look forward to taking more of her courses.
Christopher Esposito
( at None)
I was horrible at 1:1's so I signed up. Learned a few key details that should help going forward.
Anonymous
(CFO)
great course, good refresher for the importance of communication and transparency in today world
Anonymous
(CFO)
This was a high level refresher course that covered the importance of one on one's with a boss.
Anonymous
(Internal Auditor)
This course is practical and relevant for everyone. Good reminder that you own your own career.
Anonymous
(Risk Control Analyst)
This helps me out immensely as I am one of those dreaded one on one meeting people. Thanks.
Anonymous
(AP Specialist)
The course was very informative. It was clear and easy to follow. I learned a lot from it.
Anonymous
(Director, Accounting)
Good review of the importance of One-on-Ones and what to include to help drive your career.
Anonymous
(solo)
Great course. Great instructor. A lot of useful material packed into less than 45 minutes.
Anonymous
()
Great job. Thanks for the information. It is informative. Great questions. Great professor.
Anonymous
(Corporate Controller)
Practical & helpful content. I liked the way the content was organized in the slide deck.
Brian Cox
(Director of Accounting at Freddy's Frozen Custard)
I found this course very helpful. I am saving the slides to refer to them in the future.
Kari Oettinger
(Accounting Manager at ASQ)
Clear, effective instructor. Good tips. Digestible length with solid real-life examples.
Maya Walker
(Global Controller at Fourth Enterprises)
Really great advice! I need to spend some time updating my agenda for the next meeting!
Anonymous
(Senior Accountant)
Good points on taking ownership of the agenda during one on ones and not being passive
Anonymous
()
This was a great course with quality real life examples...............................
Anonymous
(Director, Financial Reporting)
i like that this course is very tangible and actionable. Something i can really use.
Anonymous
(Accounts Payable Specialist)
This course has made me more confident about when having one on ones with my boss.
Cheryl Husmann
( at Smiling Aviation, Inc.)
This really made me think about what I should be trying to get from these meetings!
Anonymous
(Finance Manager)
These are all very useful tip that will surely incorporate into my future meetings.
Anonymous
(Manager)
Good training course, efficient presentation of information and succinct approach
Derek Ettinger
( at GP Fund Solutions, LLC)
Useful course both professionally and personally. Instructor had great delivery.
Anonymous
(Auditor II)
Contains some helpful information when trying to schedule time with management
Melissa Embry
( at TDI Fleet Services)
very good course. the examples from the real world were helpful and insightful
Robyn Cleaves
(Team Lead Accountant at Phia Group)
I enjoyed the course and the instructor. I will use this information at work.
Oksana Sofron
(Accountant at none)
Interesting course and will help in future to discuss projects with management
Anonymous
(Project Manager)
Very good course, I am now ready to brag about my awesome skills in my 1 on 1
Jennifer DiGiovanna
(Managing Director at CNM LLP)
great course- really helpful information. Directly relevant to my day to day
Troy Rial
(Financial analyst at Pulte Group)
Was Great to get additional insight on discussing my accomplishments in a 1:1
Anonymous
(Manager Financial Planning and Analysis)
Good course! Thanks for providing this material! I’m glad I sign up for it!
Scott Anderton
(CFO at HCA)
Simple topic but great ideas to master the one on one time with your boss.
Anonymous
(Senior Auditor - Payroll)
The information presented in this course was very useful and well-presented.
Doug Norfleet
(Assistant Controller at Energy Impact Partners)
Great course! Straightforward and helfpul for me ahead of year end reviews!
Anonymous
(Accountant)
Great course, clear and concise, would recommend others to take this course
Anonymous
(Analyst)
What could be more important than mastering your one-on-ons with your boss?
Anonymous
()
Great suggestions. I'll need to incorporate some of these into my meetings.
Anonymous
()
This was a helpful course and had many good tips. The slides were helpful.
Erynn Stainback
(Financial Controls & Compliance .. at Cisco Systems Inc.- FCRM)
Surprised to learn about how helpful the "follow-up" portion is to 1:1s.
Anonymous
(Consultant)
Course was a good reminder on ways to approach my 1:1. Helpful content.
Brian Meister
(- at International Hillel)
Fun class...good use of slides...can apply what ive learned right away!
Anonymous
(AP Specialist - Payments Team)
good insight for when I have my one on one with my bosses in the future
Michael Johansen
(Senior Accountant at Woodard & Curran)
Great overview on how to conduct 1-on-1s! I would recommend to anyone.
Matthias Weise
(Anlagenbuchhalter at Novelis)
Der Kurs gibt wichtige Einblicke beim Verhalten beim 1 zu 1 Gespräch.
Anonymous
()
I liked that I was able to learn skills to help progress in my career
Eric Wolniak
( at sennder)
Course provides insights to better structure and improve your 1on1's
Anonymous
()
Excellent information to allow preparation for one on one meetings.
Anonymous
(Controller)
Excellent! I only wish I had taken this course early in my career.
Clayton Armfield
(Senior Financial Analyst at Stryker)
I passed the test the first time with 100%, and it said I failed.
Anonymous
(Systems and Procedures Analyst)
The Mastering Your One on Ones with Your Boss was very beneficial.
Anonymous
(Manager, Financial Shared Services)
Awesome course. Extremely helpful at any stage of your career.
Anonymous
(Supervisory Auditor)
Liked the concise information provided w/examples.
No dislikes.
Anonymous
(Accounts Receivable Representative)
Helpful perspective on how to approach meetings with a superior
Anonymous
(Accountant)
Not much original or useful information here. Waste of an hour.
Emily Powers
(Accounting Team Lead at self-employed)
Course gives new perspective into the value of one-on-ones.
Corey Gibb
( at UC Law SF)
the narrative is clear and concise, and hit upon key issues
Anonymous
()
Presenter was knowledgeable and course content was thorough.
Anonymous
(APS)
A How to guide for one on one meetings. Very informational!
Syed Kazmi
(Controller at Encompass Capital Advisors LLC)
Very nice matter for self improvement of managers to learn.
Poli Zhong
(Head at NA)
Very informative and pragmatic coaching on 1:1 with boss.
Maurine Dyer
(Sole Proprietor at MDyer Information Management)
Provides good guidance on what to discuss for one on ones.
Anonymous
(Senior, SEC Reporting)
very helpful! the narrator provided very helpful insight.
Anonymous
(accountant)
The slides were presented well and were easy to follow.
Catherine Choi
(Program Manager at CBP - Customs & Border Protectio..)
It was helpful and hope to use it in future one on ones.
Anonymous
(UP Specialist)
Good course and great reminders for one on one meetings
Christopher Koyama
( at Koyama)
good overview on mastering meetings with boss/employers
Ryan O'Donnell
( at Maiden Holdings, Ltd)
Nice content, clear and concise which is appreciated.
Jae Liu
(Lead Auditor at Air Products)
Many good tips and practical suggestion in the course
Anonymous
(Sr. Program Manager)
Robust discussion of keys to having effective 1:1's.
Debra Lindquist
(controller at SafeRide Health)
Good solid reminders of the benefits of 1 on 1s.
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers(2 Questions)
There are no questions. Answers to Frequently Asked Questions (FAQs)
Carlann FergussonLeader Accelerator, Propel Forward LLC
About Illumeo
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