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
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
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
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
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
Review the summary together
Spend the last two minutes checking the captured follow-ups together, so both sides leave with the same understanding.
- 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.
Frequently asked questions
Not by default. A 1:1 note belongs to the two people in the conversation. Share a specific item only when both people agree it needs wider visibility.
Use it for every scheduled 1:1, whether that is weekly, fortnightly or monthly. Consistency is what builds a useful history over time.
A good item is small, owned by one person and tied to the next check-in, for example preparing a draft, booking a training session or raising a blocker with a named team.
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