One-on-One Meeting

Team Productivity

A one-on-one meeting shouldn’t have to be a status update! This lightweight one-on-one meeting framework serves as a container where you can store and visualize all the engagement and records related to your meetings with your direct reports.

It’s also a place for you track what’s going well, record feedback from each employee, and track short- and long-term goals. As a manager, you can launch this template as many times as you like to create a unique workspace for each employee you meet with on a regular basis. Refer back to that employee’s workspace before and during each meeting, or whenever you want to capture a note or an update for future reference.
A one-on-one meeting shouldn’t have to be a status update! This lightweight one-on-one meeting framework serves as a container where you can store and visualize all the engagement and records related to your meetings with your direct reports. It’s also a place for you track what’s going well, record feedback from each employee, and track short- and long-term goals. As a manager, you can launch this template as many times as you like to create a unique workspace for each employee you meet with on a regular basis. Refer back to that employee’s workspace before and during each meeting, or whenever you want to capture a note or an update for future reference.

One-on-One Meeting

Tips for Success (before you begin)

  • Tips for great 1:1's

Weekly Agenda (Employee to define BEFORE meeting)

  • Store any/all tasks here from previous meetings to review and ensure accountability
  • Agenda: Define topic & goal

Action Items For Next Week

  • Capture and assign tasks from this meeting

Manager Feedback for Employee

  • Discussion: Are we doing what we agreed to?
  • Discussion: Are we getting measurable results?
  • Discuss: What went well? Topics to cover in next meeting (5 min)

Employee Development

  • Questions for the manager to ask employee
  • What are areas for professional growth?