One-on-One (1:1) Meeting Template

This template gives managers and direct reports a private, consistent note for every 1:1, covering wins, challenges, feedback and growth goals. Use it for regular one-on-ones where continuity matters and you want last time follow-ups in front of you, not buried in old chat threads.

Template preview

One-on-One (1:1) Meeting Template

WHAT IT CAPTURES

  • Check-in and current priorities
  • Wins since the last 1:1
  • Challenges and blockers
  • Feedback in both directions
  • Growth goals and development
  • Follow-ups from last time
  • Action items for both people

Use this template on a recording

What this template generates

  • Check-in and current priorities
  • Wins since the last 1:1
  • Challenges and blockers
  • Feedback in both directions
  • Growth goals and development
  • Follow-ups from last time
  • Action items for both people

How to use this template, step by step

  1. 1

    Start with last time follow-ups

    Open the previous 1:1 note alongside this template so open items and promised support are visible before the conversation starts.

  2. 2

    Record the conversation with permission

    Agree recording at the start. A 1:1 only works if both people are comfortable, so confirm before you press record.

  3. 3

    Let sensitive topics stay organised

    The template separates feedback, blockers and growth goals, which keeps a personal conversation structured without making it feel formal.

  4. 4

    Review the summary together

    Spend the last two minutes checking the captured follow-ups together, so both sides leave with the same understanding.

  5. 5

    Keep the note private by default

    Share the note only with the two people in the meeting unless you both agree wider sharing would help.

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