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stephenrogan
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manager-one-on-one-prep

Format portfolio updates into a structured manager 1:1 prep document.

1|Updated Mar 23, 2026
Search Tags:#development#blockers#coaching#agenda#one-on-one#account-updates#manager-prep
One-click install
npx skills add https://github.com/stephenrogan/csm-skills --skill manager-one-on-one-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: manager-one-on-one-prep
Source: https://github.com/stephenrogan/csm-skills/tree/main/skills/manager-one-on-one-prep
Command: npx skills add https://github.com/stephenrogan/csm-skills --skill manager-one-on-one-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepares structured updates and discussion points for a CSM's manager 1:1. Organises portfolio status, wins, blockers, asks, and development topics into a format that makes the 1:1 productive rather than a status update. Use when asked to prepare for a 1:1, build an agenda for a manager meeting, structure a weekly update for your manager, prepare discussion points for a check-in, or when a CSM wants their 1:1 to be more than "how are your accounts doing." Also triggers for questions about 1:1 preparation, manager meeting agendas, upward communication, how to structure a manager check-in, or making the most of manager time.

Core Features & Use Cases

  • Block 1: What Changed (5 minutes)
  • Block 2: Accounts to Discuss (10 minutes)
  • Block 3: Blockers and Asks (5 minutes)
  • Block 4: Development (5 minutes)
  • Block 5: Close (2 minutes)

Quick Start

Provide your latest portfolio highlights, blockers, wins, asks, and development topics to generate a manager 1:1 prep.

Frequently Asked Questions about manager-one-on-one-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I structure a manager 1:1 agenda for a productive meeting?▼

Structure a manager 1:1 agenda by dividing the meeting into timed blocks for portfolio changes, account discussions, blockers, development topics, and next steps to ensure the conversation drives outcomes.

What is the best way to prepare a weekly portfolio update for my manager?▼

The best way to prepare a weekly portfolio update is to consolidate your account wins, blockers, and asks into a structured template, shifting the focus from basic status reporting to active coaching and problem-solving.

Can I use a structured agenda for recurring CSM check-ins and coaching conversations?▼

Yes, you can use a structured agenda for recurring CSM check-ins and coaching conversations by applying a consistent template that allocates specific time slots for account updates, development topics, and manager asks.

How do I make my manager 1:1 more than just an account status update?▼

Make your manager 1:1 more than a status update by preparing a structured document beforehand that prioritizes blockers, development topics, and specific asks, ensuring the time is used for strategic coaching rather than reviewing account metrics.

What should be included in upward communication and manager meeting prep?▼

Upward communication and manager meeting prep should include recent portfolio changes, key wins, current blockers, specific asks for support, relevant development topics, and defined next steps to maintain a focused and productive dialogue.

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