Matt Mochary Manager Check-In Prep

Prepare for high-impact 1-on-1s with the Matt Mochary manager check in prep method by reviewing updates asynchronously before live meetings.

4 time blocks, 15 minutes in total.

Time blocks

Open Shared Check-In Document: 2 min
Open the shared check-in doc updated asynchronously by your report
Review Red Flags and Blockers: 5 min
Read where project progress is stuck or where assistance is needed
Check Energy Rating and Priorities: 3 min
Note emotional well-being scores and top weekly focus items
Draft Inline Comments and Discussion Agenda: 5 min
Add questions inline and pick the top two discussion items

About this routine

The Matt Mochary manager check in prep workflow focuses on replacing verbal status reports with pre-meeting reading. Mochary, executive coach to Silicon Valley leaders and author of The Great CEO Within, advocates using shared documents where direct reports outline wins, challenges, and priorities prior to meeting.

Spending fifteen minutes reviewing this written update allows managers to process information much faster than listening to a spoken recap. You identify project roadblocks, review energy scores, and leave inline comments before the conversation even starts.

By completing this preparation ahead of time, the live check-in can focus entirely on problem solving, feedback, and strategic guidance rather than passive status updates.

Why this routine works

Eliminates passive status updates during live 1-on-1 meetings
Identifies direct report roadblocks before the discussion begins
Tracks team member energy levels and mental bandwidth
Creates clear discussion topics focused on guidance and support

FAQ

What is the Matt Mochary check-in preparation method?

It is an asynchronous prep process where managers spend 15 minutes reviewing a shared document created by their direct report before a live meeting.

What should a direct report fill out before the check-in?

Reports list their key wins, current red flags or blockers, top weekly priorities, and a personal energy rating from 1 to 10.

How long does Matt Mochary's check-in prep take?

The manager's asynchronous review takes exactly 15 minutes prior to the scheduled meeting.

Sources

The Great CEO Within by Matt Mochary
Mochary Method Curriculum, Check-In Doc Template