9 One-on-One Meeting Templates

9 One-on-One Meeting Templates

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Looking for a one-on-one meeting template for your meetings with direct reports?

Here are 9 different one-on-one meeting agenda templates you can use to have great conversations:

  1. Weekly check-in
  2. Chronological one-on-one meeting
  3. Bi-weekly one-on-one meeting
  4. First one-on-one meeting
  5. Skip-level one-on-one meeting
  6. Remote one-on-one meeting
  7. Peer one-on-one meeting
  8. Quarterly performance review
  9. End of year one-on-one meeting
  10. [BONUS TEMPLATE]

?? Fun fact: We built a one-on-one meeting app where you can create and customize your own templates!

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#1 Weekly Check-in

A template for your weekly one-on-one meetings with direct reports.

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  1. Personal/Top of mind: Start your one-on-one meetings with a personal check-in. How are things outside of work? Any important updates that you should talk about?
  2. Employee?s talking points: Important decisions, learnings, results, questions, and FYI topics that you (the manager) should know about.
  3. Manager?s talking points: Information to cascade down to your direct report, recognition, and suggestions for improvement.
  4. Priorities for the week ahead: Encourage your direct report to come prepared with a list of tasks for the upcoming week. Then, spend some time coaching them on those priorities.
  5. Development and growth: Follow-up on skills development, career objectives, and previous feedback.

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#2 Chronological One-on-One Meeting

Structure your one-on-one meetings based on past challenges, present priorities, and future opportunities.

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We call this the chronological one-on-one meeting template:

  1. Last week?s wins and challenges
  2. Present priorities
  3. Future opportunities

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#3 Bi-Weekly One-on-One Meeting [8 Key Topics]

Using these 8 headings will ensure that your one-on-one meetings cover key topics that might get overlooked otherwise ?

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  1. What?s top of mind: Updates/Things we should talk about.
  2. Things that went well these past weeks: Recent wins and positive news.
  3. Learnings: Things we?ve learned or could?ve done differently.
  4. Priorities: Top things we?re focusing on, from now until the next time we meet.
  5. Challenges: Roadblocks/concerns ? and ways we can work them out.
  6. Team Dynamics: Is there anything we can do to improve team culture?
  7. Feedback: Recognition and suggestions for improvement.
  8. Career Development/Career Conversations: Follow up on your direct report?s career goals.

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#4 First One-on-One Meeting

A template for your first one-on-one meeting with a new employee.

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  1. What do you like to do outside of work?
  2. What motivates you the most?
  3. What kind of projects are you most excited to work on?
  4. What is your preferred method of communication?
  5. How do you prefer to receive recognition ? publicly or privately?
  6. What makes one-on-ones the most valuable for you?
  7. What are your short, medium, and long-term career goals?
  8. What does success look like in the next 30 days?
  9. How can I help / What are some questions you?d like to ask me?

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#5 Skip-Level One-on-One Meeting

Whether you?re a senior manager, director, or CEO, use this Skip-Level Meeting template to connect with the employees that don?t report directly to you.

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  1. Are you happy in your role? What could make it better for you?
  2. When have you felt the most proud about being a part of the company?
  3. What?s one thing we should start, stop, and continue doing as a team?
  4. What do you find unclear about our strategy and vision?
  5. What?s the best part of working with <their manager>?
  6. What do you wish <their manager> would stop doing/do more of?
  7. What do you like to do in your free time? / What?s your favorite book, podcast, or movie?

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#6 Remote One-on-One Meeting

A one-on-one meeting template to build rapport, set priorities, and support employees that work remotely.

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  1. Top of mind: Things you should talk about.
  2. Priorities since we last met: What have you been working on?
  3. Priorities until we meet again: Top things you?re focusing on, from now until the next time we meet.
  4. Things that went well this week: Recent wins and positive news.
  5. Challenges: Roadblocks/concerns and ways we can work them out.
  6. Feedback: Recognition and suggestions for improvement.

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Other suggested questions for your remote one-on-one meetings:

  • Are you happy with our team?s level of communication? How could we improve it?
  • Do you feel that the company supports remote staff effectively? How can we support you more?
  • Do you think our decision-making processes include those that work remotely?
  • How do you manage distractions during the day? Is it a challenge for you?

#7 Peer One-on-One Meeting

One-on-one meeting questions to improve cross-departmental collaboration.

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  1. What?s one thing I can do to make your job easier?
  2. What?s something we could change about our processes?
  3. What projects/initiatives/events should our teams know about?
  4. How can my team help your team be successful in the next couple of weeks?
  5. What?s something we can do to improve cross-departmental/cross-functional collaboration and communication?

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#8 Quarterly One-on-One Meeting / Performance Review

A meeting agenda template to exchange feedback, celebrate wins, and set goals for the upcoming quarter.

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  1. 360 Feedback: Shoutouts and suggestions for improvement from your fellow teammates.
  2. Achievements: What are you most proud of this quarter?
  3. Opportunities: What would you like to improve?
  4. Ideas for the team/company: What could we (team/company) do better ? what should we try?

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#9 End of Year One-on-One Meeting

A one-on-one meeting template for your end of the year review.

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  1. What are you most proud of this year?
  2. What could have gone better this year?
  3. What are 3 things you learned?
  4. What would you like to focus on/improve in the upcoming year?

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BONUS TEMPLATE:

10 One-on-One Meeting Questions Great Managers Ask their Direct Reports

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  1. How?s life outside of work?
  2. What are your top priorities this week?
  3. What?s one recent win and one recent situation you wish you handled differently?
  4. Would you like more or less direction from me?
  5. Are there any skills that you?d like to acquire in the short term?
  6. How do you find working with the team? What we can do to improve team culture?
  7. Are our meetings a good use of your time? What can we do to improve them?
  8. Do I give you enough feedback?
  9. What?s something I should consider changing or start doing?
  10. What are your short, medium, and long-term professional goals?

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Looking for more meeting agenda templates?

Check out the Fellow meeting template library ?

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