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Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

Read the new issue of Erfolg magazine and the article about the role of WEDO collaboration platform in managing meetings and tasks in a company.

Enjoy the read! (Article only in German)

::button-primary[Read the article]{link="https://wedo-assets.sos-ch-gva-2.exo.io/Saas_Loesung_ba1e662f69.pdf"}

Read the new issue of Erfolg magazine and the article about the role of WEDO collaboration platform in managing meetings and tasks in a company. Enjoy the read! (Article only in German)

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Découvrez le nouveau numéro du magazine Erfolg et son article sur le rôle de la plateforme collaborative WEDO dans la gestion des réunions et des tâches au sein d’une entreprise. 

Bonne lecture ! (Article uniquement en Allemand)

::button-primary[Lire l'article]{link="https://wedo-assets.sos-ch-gva-2.exo.io/Saas_Loesung_ba1e662f69.pdf"}

Découvrez le nouveau numéro du magazine Erfolg et son article sur le rôle de la plateforme collaborative WEDO dans la gestion des réunions et des tâches au sein d’une entreprise. Bonne lecture ! (Article uniquement en Allemand)

Une solution SaaS suisse pour la gestion des réunions et des tâches

Lesen Sie die neue Ausgabe des Magazins Erfolg und den Artikel über die Rolle der Kollaborationsplattform WEDO bei der Verwaltung von Besprechungen und Aufgaben in einem Unternehmen.

Viel Spass beim Lesen!

::button-primary[Artikel lesen]{link="https://wedo-assets.sos-ch-gva-2.exo.io/Saas_Loesung_ba1e662f69.pdf"}

Lesen Sie die neue Ausgabe des Magazins Erfolg und den Artikel über die Rolle der Kollaborationsplattform WEDO bei der Verwaltung von Besprechungen und Aufgaben in einem Unternehmen. Viel Spass beim Lesen!

Eine Schweizer SaaS-Lösung für die Verwaltung von Sitzungen und Aufgaben

A Swiss SaaS solution for managing meetings and tasks

Small businesses don’t have time to waste on complicated software. The right project management tool should fit seamlessly into their daily operations, helping teams track progress, manage tasks, and collaborate without friction.

The problem is that many tools feel either too complex or too limited. Some require weeks of training before teams can use them effectively. Others seem simple at first but lack essential project planning and task tracking features. And then there’s pricing. Some platforms look affordable upfront but quickly become expensive as soon as you need real-time updates, Kanban boards, or Gantt charts.

A tool built for [small businesses](https://wedo.com/industries/sme) should be easy to use, flexible, and scalable. It should make it effortless for teams to allocate resources, track deadlines, and automate workflows without turning daily work into a struggle. More importantly, it should support team collaboration by keeping conversations, files, and action items in one place, so nothing gets lost in endless email threads or scattered apps.

In this blog post, we’ll break down the top project management tools for small businesses in 2025 to help you find the best fit for your team.

![A chart listing the key features to consider when looking for project management software](https://wedo-assets.sos-ch-gva-2.exo.io/what_to_consider_when_choosing_a_project_management_tool_en_b0c0ccca49.png)

## What Small Businesses Should Look for in a Project Management Tool
Before we jump into the best project management tools for small businesses, let’s talk about what actually matters when choosing one. Small teams have different needs than massive enterprises drowning in complex workflows and endless approval chains. 
A tool that slows you down, forces you into rigid processes, or charges extra for basic features likely won’t be a good fit. The goal is to make work easier, not more complicated, which is why the right software should actually match the way your team operates.
Here’s what small businesses should look for when choosing a project management software that works:

### Ease of Use
If a tool takes weeks to learn, it’s already a problem. Small teams need something they can start using right away, drag, drop, assign, check off, and move on. Whether it’s Kanban boards, Gantt charts, or simple task lists, it should be intuitive enough that your team isn’t wasting time figuring out how to do basic things.

### Affordability
A free trial is great, but what happens when you actually need to use the tool long-term? Paid plans can quickly pile up in cost, especially if essential project management features, like task dependencies, tracking progress, or automation, are locked behind expensive upgrades. Look for transparent pricing that scales without hidden fees.

### Collaboration Features
A small business project management software shouldn’t just be a task tracker, it should help your team collaborate without the back-and-forth hassle. Built-in file sharing, meeting follow-ups, and real-time updates keep everything connected, so no one is hunting down notes from last week’s meeting or getting lost in endless email chains.

### Task and Workflow Automation
The best tools help save time by taking care of the repetitive stuff. Task dependencies, recurring assignments, and checklist templates keep projects moving without managers manually checking in on every single task. 
### Scalability
What works for a three-person team today might not cut it when you’re handling bigger projects and more people. A good software lets you allocate resources, track progress, and expand workflows without suddenly becoming too complicated to manage.
Picking the wrong tool means wasted time, messy projects, and frustration. The best project and task management software will fit the way your team works today while giving you room to grow. 

Now, let’s take a look at the top project management tools of 2025 and see which one actually makes sense for your business.

## 1. Monday.com: The Visually Intuitive Project Manager
For small businesses seeking a visual approach to project management, Monday.com offers a user-friendly platform. Its color-coded boards, customizable workflows, and drag-and-drop task management make organizing work straightforward. Teams can easily view who's responsible for tasks, upcoming deadlines, and overall project progress at a glance.

### Key Features:
**- Multiple Views:** Access to Kanban boards, Gantt charts, calendar views, and more, depending on the subscription plan.
**- Integrations:** Seamlessly connects with popular apps like Google Drive, Slack, and Microsoft Teams, centralizing your tools.
**- Automation:** Streamlines repetitive tasks to enhance efficiency.

### Pricing:
**- Free Plan:** Suitable for individuals or pairs, offering up to 3 boards, unlimited docs, and 200+ process templates.
**- Basic Plan:** Priced at $9 per user/month (billed annually), includes features like unlimited items, 5 GB file storage, and priority customer support.
**- Standard Plan:** At $12 per user/month (billed annually), adds timeline and Gantt views, 250 automations (actions) and integrations per month, and 20 GB file storage.
**- Pro Plan:** For $19 per user/month (billed annually), offers advanced features like time tracking, chart views, 25,000 automations and integrations per month, and 100 GB file storage.

### Hosting Location:
Primarily USA; EU Data Region available for certain plans.​

### Considerations:
While Monday.com provides a robust set of features, some advanced tools, such as time tracking, chart views, and higher limits on automations and integrations, are only available in the Pro Plan or higher tiers. Additionally, the free plan is limited to 2 users, making it more suitable for very small teams or individual use.

### Best suited for:
Small businesses that prioritize a visually intuitive interface and are willing to invest in higher-tier plans to access advanced features.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Monday’s official website._

## 2. Asana: The Structured Task Manager for Small Teams
For small businesses seeking a structured approach to project management, Asana offers a comprehensive platform designed to streamline workflows and enhance team collaboration.

### Key Features:
**- Multiple Views:** Asana provides list, board, and calendar views in its free Personal plan, with timeline (Gantt chart) views available in the Starter plan and above.
**- Task Management**: Assign tasks with due dates, set priorities, and establish dependencies to ensure projects progress smoothly.
**- Automation:** Automate routine tasks to increase efficiency, with the number of automations per month varying by plan.
**- Integrations:** Connect Asana with popular tools like Slack, Google Drive, and Microsoft Teams to centralize your work environment.

### Pricing:
**- Personal Plan** – $0 (Free): Basic project management for individuals or small teams (up to 10 users), with list, board, and calendar views.
**- Starter Plan** – $10.99 per user/month (billed annually): Adds timeline & Gantt charts, workflow builder, 250 automations per month, and dashboards.
**- Advanced Plan** – $24.99 per user/month (billed annually): Includes portfolios, goal tracking, time tracking, critical path, and advanced reporting.
**- Enterprise & Enterprise+** – Custom pricing: Offers unlimited portfolios, enhanced security, and compliance features.

### Hosting Location:
Primarily the USA.

### Considerations:
While Asana’s free plan is useful for small teams, it’s limited to 10 users and lacks essential features like Gantt charts, task dependencies, and advanced reporting. To access these, businesses will need to upgrade to a paid plan, which can become costly as teams grow.

### Best suited for: 
Small businesses that need structured task tracking, workflow automation, and multiple project views, with room to scale as their needs grow.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Asana’s official website._

## 3. ClickUp: The Customizable Powerhouse
For small businesses seeking a highly customizable and feature-rich project management solution, ClickUp stands out as a versatile platform designed to adapt to various workflows and team needs.

### Key Features:
**- Multiple Views:** Access a variety of project perspectives, including List, Board (Kanban), Calendar, Timeline (Gantt), and more, allowing teams to visualize tasks in the format that suits them best.
**- Task Management:** Create and assign tasks with due dates, priorities, and dependencies. Use native time tracking to monitor the time spent on tasks and projects.
**- Customization:** Tailor your workspace with Custom Fields, Custom Statuses, and over 35 ClickApps to add specific functionalities as needed.
**- Collaboration Tools:** Enhance team interaction with real-time chat, collaborative whiteboards, and document sharing, ensuring seamless communication and idea exchange.
**- Integrations:** Connect ClickUp with popular tools like Slack, Google Drive, and Microsoft Teams to streamline workflows and centralize information.

### Pricing:
**- Free Forever Plan:** Ideal for personal use, this plan offers features such as 100MB storage, unlimited tasks, collaborative docs, whiteboards, and Kanban boards.
**- Unlimited Plan:** At $7 per user/month (billed annually), this plan includes unlimited storage, integrations, dashboards, Gantt charts, custom fields, and guests with permissions.
**- Business Plan:** Priced at $12 per user/month (billed annually), it adds advanced features like Google SSO, advanced time tracking, workload management, timelines, mind maps, and advanced automation.
**- Enterprise Plan:** Designed for large teams with complex needs, this plan offers white labeling, advanced permissions, enterprise API, custom roles, single sign-on (SSO), and more. Pricing is available upon request.

### Hosting location:
Data is stored in one of five AWS regions: Oregon (USA), Ohio (USA), Sydney (Australia), Singapore, and Dublin (Ireland).

### Considerations:
While ClickUp offers a comprehensive suite of features, its extensive capabilities can present a learning curve for new users. Teams may need to invest time in setup and training to fully leverage the platform's potential. Additionally, some advanced functionalities are reserved for higher-tier plans, which could impact budgeting for small businesses.

### Best suited for: 
Agencies and service-based businesses that need a highly customizable tool to track time spent on tasks for billing and resource management, while supporting diverse workflows and team collaboration.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit ClickUp’s official website._

## 4. Trello: The Best Lightweight Kanban Solution
For small businesses seeking a straightforward and visual project management tool, Trello offers an intuitive platform centered around Kanban boards. Its simplicity and flexibility make it ideal for teams looking to manage tasks without unnecessary complexity.

### Key Features:
**- Kanban Boards:** Use boards, lists, and cards to organize tasks and workflows visually.
**- Unlimited Cards: Create as many task cards as needed to keep track of project components.
Power-Ups:** Enhance functionality with integrations and add-ons, with unlimited Power-Ups per board, even on the free plan.
**- Collaboration Tools:** Assign tasks, set due dates, and add comments to facilitate team communication.
**- Automation:** Built-in automation (Butler) to streamline repetitive tasks, with command runs varying by plan.

### Pricing:
**- Free Plan:** Ideal for individuals or small teams, offering up to 10 boards per Workspace, unlimited cards, unlimited Power-Ups per board, and 250 Workspace command runs per month.
**- Standard Plan:** At $5 per user/month (billed annually), this plan includes unlimited boards, advanced checklists, custom fields, 1,000 Workspace command runs per month, and unlimited storage (250MB/file).
**- Premium Plan:** Priced at $10 per user/month (billed annually), it adds multiple views (Calendar, Timeline, Table, Dashboard, and Map), unlimited Workspace command runs, and advanced administrative and security features. 
**- Enterprise Plan:** Designed for larger organizations, starting at $17.50 per user/month (billed annually) for up to 250 users, with pricing decreasing as more users are added. This plan offers organization-wide permissions, unlimited Workspaces, and enhanced security options.

### Hosting location:
The Trello servers (including the databases) are hosted on Amazon Web Services (EC2, in the United States.

### Considerations:
While Trello's free plan is robust, it limits users to 10 boards per Workspace and offers basic functionalities. Advanced features like multiple project views, increased automation capabilities, and enhanced administrative controls require a move to paid plans. Additionally, teams managing complex projects may find Trello's simplicity lacking in advanced project tracking and reporting tools.

### Best suited for: 
Small businesses that prefer a lightweight, visual task management tool and do not require extensive advanced features.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Trello’s official website._

## 5. WEDO: The Best Alternative for Businesses That Need More Than Just Task Tracking
Most project management tools focus on organizing tasks—but what happens when those tasks come from meetings? [WEDO](https://wedo.com/features) is designed to bridge the gap between meetings, follow-ups, and execution, ensuring that decisions don’t get lost and action items are always followed through.

For teams that rely on structured collaboration, project tracking, and real-time updates, WEDO makes managing tasks effortless by connecting meetings, action items, and ongoing work in one seamless platform. Instead of juggling multiple tools for task management, file sharing, and meeting follow-ups, WEDO keeps everything in sync, helping teams stay aligned and productive.

### Key Features:
**- Seamless Meeting-to-Task Integration:** Most tools separate meetings from task tracking, but WEDO [automatically links meeting discussions](https://wedo.com/features/meetings), decisions, and action items to tasks, so nothing falls through the cracks.
**- Multiple Views for Flexible Workflows:** Teams can customize their workspace with List, Kanban, and Gantt chart views, ensuring everyone can [track progress](https://wedo.com/features/tasks) and manage tasks in a way that works for them.
**- Meetings Integrated into Gantt Charts:** WEDO is the only [project management tool](https://wedo.com/features/project-management) that directly integrates meetings into project timelines. From the Gantt chart, users can access task details, meeting agendas, and meeting minutes, ensuring complete visibility over ongoing work.
**- Collaboration-First Approach:** Designed for teams that work together, WEDO brings meetings, tasks, and files into one workspace, eliminating the need for endless email threads and scattered documents.
**- Enterprise-Grade Security:** As a Swiss-made platform trusted by 700+ companies, WEDO prioritizes data security and compliance, with features like SAML 2.0 Single Sign-On, SCIM provisioning, and Bring Your Own Key (BYOK) for encryption.
**- Fast, Personalized Support:** Unlike other project management tools where support feels distant, WEDO offers dedicated training and fast customer service to ensure teams get the most out of the platform.

### Pricing:
**- Pro Plan** – $19.90/user/month: Includes unlimited meetings, tasks, [checklists](https://wedo.com/features/checklists), project management (including Gantt Chart), file sharing, and live chat support.
**- Enterprise Plan** – $24.90/user/month: Includes everything in Pro, plus Active Directory integration, SAML 2.0 SSO, SCIM provisioning, enforced two-factor authentication, Bring Your Own Key (BYOK), audit logs, and custom terms.
A 14-day free trial is available—no credit card required.

### Hosting location:
Europe (Switzerland), ensuring data security and compliance with European regulations.

### Considerations:
Many small business project management software options focus only on task tracking. But without meeting follow-ups and structured collaboration, tasks often get lost in a backlog. WEDO keeps everything connected, meetings, discussions, tasks, and follow-ups, so teams stay aligned and nothing gets forgotten.

For businesses looking for a modern, collaboration-driven project management solution, WEDO is the best alternative to traditional task managers; because great teamwork starts with great communication.

### Best suited for: 
Teams that want a fully integrated workspace where meetings, tasks, and follow-ups happen in sync, eliminating scattered tools and keeping collaboration seamless.

![An illustration listing the benefits of the WEDO project management platform, such as the seamless integration of meetings with tasks, the integration of meetings into Gantt charts, the collaborative approach, enterprise-wide security and fast, personalised support.](https://wedo-assets.sos-ch-gva-2.exo.io/why_is_wedo_more_than_just_a_task_management_tool_en_ca300550aa.png)

## Conclusion
Managing projects is more than tracking tasks. You have to keep momentum, turn discussions into action, and create a workflow that supports success. The right tool brings all that together, making it easier for teams to stay aligned, track progress, and complete projects efficiently.

[WEDO](https://wedo.com/features) connects meetings, follow-ups, and execution in a single workspace. Instead of switching between tools, teams can assign tasks directly from meeting agendas, track progress in real time, and keep follow-ups organized. With integrated Gantt charts, multiple task views, and enterprise-grade security, WEDO supports structured collaboration that keeps teams productive and projects on track.

🚀  [Start your free trial today](https://wedo.com/signup) and experience how WEDO transforms the way teams manage meetings, tasks, and collaboration.


Discover the best project management tools for small businesses in 2025. Compare features, pricing, and find the right fit for your team.

People working together using an online project management tool

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Best Project Management Tools for Small Businesses in 2025

Looking for the best Asana alternatives? Explore top project management tools and find the right fit for your team’s collaboration, meetings, and task tracking.

An image showing people working together around a table, using a laptop to monitor discussions and plan actions.

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6 Asana alternatives for efficient team collaboration

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

an executive assistant overwhelmed by work and demands

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

::button-primary[Schedule a live demo]{link="/demo"}

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

A Swiss SaaS solution for managing meetings and tasks

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