W3 Check-In Worksheet
Capacity OS™ · CLEAR™ System · W3D3 Quick Win Method™

W3 Check-In Worksheet

A structured 3–5 minute conversation to create clarity, surface needs, and build trust. Use before or during any 1:1 conversation.

Date
Leader / Coach
Team Member
Check-In Method
The 3Ws Clarity Check-In
Hi-Lo-Learn Reflection Check-In
The 3Ws — Clarity Check-In

What's Going On? What Do You Need? Who Can Help?

Use when clarity, alignment, or momentum is needed. Do not jump to fixing — listen first.
W1
What's Going On?
Listen. Mirror back. Do not fix.
What I heard...
W2
What Do You Need?
Get specific — resources, decisions, information, training.
What they need...
W3
Who Can Best Help?
Ask WHO — not "how can I?" Empower others to meet the need.
Who will help / next step...
Hi-Lo-Learn — Reflection Check-In

High. Low. Learn.

Use for reflection, project debriefs, and team learning. Do not jump to fixing.
Hi
What went well?
Top win, high point, or what is good right now.
Notes...
Lo
What was challenging?
Where are you struggling or not feeling successful?
Notes...
Learn
What did you learn?
Growth, new skills, best practices, insights.
Notes...
Action Capture
What I Will Do Next
By When
One Thing I Want to Remember From This Check-In