One-on-one Meeting


The One-on-one Meeting Template will help you schedule and organize all the demands for your meetings.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

New one-on-one meeting

  1. Employee’s name
  2. Employee’s email
  3. Employee’s department
    • Finance
    • Quality
    • Human Resources
    • Information Technology
    • Marketing
    • Operations
    • Purchase
    • Sales
  4. Suitable meeting time
  5. What do you expect from this one-on-one meeting?



  1. Make sure you are ready for the meeting.
    • Check your employee’s latest 360-degree evaluation.
    • Verify the employee’s productivity results.
    • Revisit your latest one-on-one meeting notes with this employee.

Meeting notes

  1. Goals
  2. Obstacles
  3. Opportunities
  4. Decisions


  1. Leave some feedback as an encouraging message for your employee. We’ll see he gets it!
  2. Do you believe this meeting helped the employee define their goals for the next period?
    • Do not agree
    • Agree
    • Totally agree
  3. Do you believe this meeting helped align the employee with the company’s values?
    • Do not agree
    • Agree
    • Totally agree

Finished Campaigns

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