Running Effective 1 to 1s for Finance Managers

This beginner course path helps finance managers plan and lead productive 1:1 conversations. The path begins by covering how to ask purposeful questions and listen closely to strengthen trust and build personal connections.

You will then learn to use 1:1s to clarify priorities, solve problems, manage time, and monitor project progress while supporting team members’ ownership and development. As you progress, you will practice encouraging feedback, applying a growth mindset, and aligning team members’ responsibilities with their professional aspirations.

Finally, you will learn how to recognize meaningful contributions, express appreciation authentically, and connect individual work to broader team and organizational outcomes.

Syllabus

Build trust through purposeful questions, active listening, and personal connection
Guide problem-solving, prioritization, time management, and project tracking
Encourage feedback and model a growth mindset during 1:1s
Align team members’ work with their development goals and aspirations
Recognize meaningful contributions and connect them to broader outcomes
Express appreciation in ways that support motivation and retention