One-on-one Meeting

Template

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?

Backlog

 

Preparation

 

  • 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

Feedback

 

  • 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

Done

 

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