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One on One Meeting Template

A one on one meeting is a recurring private conversation between a manager and someone who reports to them, usually weekly or fortnightly, covering current work, blockers, feedback and career. This template is a single screen: a dated header, an agenda, a notes area, a questions section where each question gets its own answer line, and an actions checklist. Duplicate it per meeting so the record builds over time.

One screen: date, agenda, notes, question and answer pairs, and a carried-over action list.

What's included

  • A dated header. Day, month and year at the top, so a folder of these reads as a timeline rather than a pile.
  • A numbered agenda. An ordered list both people can add to before the meeting starts.
  • A notes area. Free bullets for what actually gets said, kept apart from the agenda.
  • Paired questions and answers. Each question line has an indented answer line beneath it, so the reply gets written down rather than just heard.
  • An actions checklist. Checkboxes with an open item and a completed one, so anything unfinished is visible at the next meeting.

Why use a one on one template?

  • Open actions carry forward. Last meeting's unchecked item is the first thing both people see, which is usually the item that keeps quietly slipping.
  • Answers get recorded, not just asked. The indented answer line under each question means "I'll find out" becomes visible when it's still blank a fortnight later.
  • The report can set the agenda first. Sharing the doc beforehand lets them add their items ahead of yours, which changes who the conversation serves.
  • It builds the evidence for review season. Six months of dated 1:1s is the raw material a performance review needs.
  • One screen means it actually gets filled in. A template short enough to complete during the conversation doesn't become homework nobody does.

How to use this template

  1. Duplicate it per meeting. Copy the template each week and set the date, rather than appending to one growing document.
  2. Share it before you meet. Send the link a day ahead and ask your report to add agenda items first, so their topics aren't last.
  3. Work the agenda, write in the notes. Keep the agenda as the plan and let the notes section hold what the conversation actually turned into.
  4. Fill in the answer lines. When a question comes up, write the answer underneath it, or leave it blank on purpose to show it's still open.
  5. Close the meeting on the actions. Spend the last two minutes checking off what's done and adding what's new, with a name against each.
  6. Start the next one from what's open. Carry unchecked actions into the new doc so nothing disappears between meetings.

One on one meeting vs performance review

A one on one is a recurring conversation, usually weekly, about current work, blockers and feedback, and nothing formal hangs on it. A performance review is periodic and formal: it produces a written assessment, a rating, and often decisions about pay or promotion. The two connect in one direction. Good one on ones mean the review contains nothing surprising, because everything in it has already been said out loud.

Frequently asked questions

  • A one on one meeting is a regular private conversation between a manager and one of their direct reports, typically held weekly or every two weeks for 30 minutes. It covers current work, blockers, feedback in both directions, and longer-term career topics. Unlike a status update, the point is the conversation rather than the reporting, and the report's agenda matters as much as the manager's.

  • Four cover most sessions. What's blocking you that I could remove? What's the least useful part of your week right now? Is there anything you were hoping I'd ask about? And what feedback do you have for me? The last one is the hardest to ask well and the most useful, because it only produces honest answers once you've acted on the first few.

  • Ask about scope and expectations rather than reassurance. Good one on one meeting questions to ask manager side: what does good look like for me next quarter? Which of my work has been most useful to you? Is there anything you're hearing about my work that I'm not? Keep a standing one about what's changing that you don't know yet.

  • Weekly is the common default for direct reports, with fortnightly working once a relationship is established and the person is senior. Monthly tends to be too infrequent: the agenda fills with status updates because too much has happened to discuss anything properly. A weekly one on one meeting template makes the shorter cadence sustainable, since each doc only needs a few lines.

  • The manager schedules it and the employee owns the agenda. That split matters: a one on one meeting with manager topics only becomes a status report, and a one on one meeting with employee silence becomes small talk. The same applies to a one on one meeting with boss dynamics, where the report often waits to be asked. A shared doc both people edit beforehand fixes it.