One on One Meeting Template

Need to log your one on one meetings in your work management tool? You can use this template to organize your meetings, show new hires how one on one meetings work, and keep your meetings notes transparent.

If you’re holding your one on one remotely, you can try screen-sharing this task during your meeting so your report can see what the plan is for each meeting. Feel free to swap in questions specific to you and your report’s needs.

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Title

One on one with [name] - [date]

Description

General check-in (15 mins)

  • What do you want to talk about?
  • How are things outside of work?

Reflections on previous week (15 mins)

  • How did you feel about that project you were working on? How did it go?
  • What blockers did you face? Anything I can help with for next time?

Update on week ahead (10 mins)

  • How do you feel about what you’ll be working on next week?
  • What can I do to help?

Manager feedback (10 mins)

  • Do you need feedback on anything?

Career goals and objectives check-in (10 mins)

  • How are you progressing on your goals?
  • Is there anything you need to help you succeed?

Action items

  • [Enter your action items here]

Tips

  • If your tool supports subtasks, you can use them for your action items, assigning them to yourself or your report as necessary. This gives you an easy way to track what needs to happen and you can easily reference your meeting notes.