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One-on-One

Agenda Templates

The best meeting agenda templates for aligned, forward-thinking teams

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Borrow best practices from leading teams

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One-on-One: Goal Setting 1:1

Create an aligned roadmap for success with your team member using this sample agenda.
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One-on-One: Goal Setting 1:1
,  Wednesday, August 18
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Big Picture

Where do you see your career going in the short/long-term? 


Career Growth — Organizational Mandates Alignment 

Where do the organization’s mandates most closely align with your career goals? Discuss how [the direct report’s] job function fits into organizational goals.


Goal-Setting Part 1 - Aspirational

Brainstorm measurable, meaningful short and long-term career goals


Goal-Setting Part 2 - Actionable

Brainstorm measurable, meaningful short and long-term goals to create stepping stones towards achieving specific organizational mandates.


Follow-Up

Do we need solo time to build on this? Should we review our goals again? When will we connect again to measure progress? 


One-on-One

Cultivate strong relationships and get aligned in 30 minutes with our one-on-one agenda template.
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One-on-One
,  Wednesday, August 18
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Check-In

How are both of you feeling at work? Anything new? Anything exciting planned? Take some time to catch up with each other.

Roadblocks & Concerns

Have any issues or challenges come up since the last one-on-one? How can we help?

Recognize Wins

What have we accomplished since our last meeting? What valuable lessons were learned?

Update on Objectives

What are the most important things we'll focus on going forward? Are there any new objectives? How do these fit into the short-term and long-term goals?

Action Items

What steps must be taken to make progress on our goals? List them here as well as who is responsible for what. Set clear expectations and timelines.

Revisit Later

What was mentioned that should be noted and deferred? Is there anything either party would like to discuss during the next one-on-one?

Feedback

Is there any other noteworthy feedback? How can we help each other be more successful?

Follow-Up

How will we keep in touch and stay up-to-date about progress? Should we schedule another one-on-one?

One-on-One: Manager Monthly 1:1

Example meeting for managers to run strategic, growth-oriented one-on-ones on a monthly basis.
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One-on-One: Manager Monthly 1:1
,  Wednesday, August 18
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Opener Question

Start with an open-ended question. What has got you excited at work? 


Note Progress & Highlight Wins 

How is _____ going? Discuss long-term initiatives. 

Tell me about some recent successes? (AND/OR) What projects have we wrapped up successfully recently? Highlight shorter term wins. 


Review Lessons Learned

What have you learned over the past 1 - 3 months? Highlight learnings.


Overcome Persistent Obstacles

What is slowing you down, making your job less enjoyable, or preventing you from achieving your career goals? How can we fix that? 

Plan to remove specific roadblocks and create action items.


Open Evaluation and Feedback

How can we improve our working relationship? What could I (the manager) do better?


Open Floor

Open discussion. What’s been keeping you up at night? What do you want more of?


Follow-Up

Wrap up and follow up. When’s our next one-on-one?



Action items:

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One-on-One: Coaching Mentoring 1:1

Help employees grow and develop with a meeting agenda geared to coaching and mentoring.
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One-on-One: Coaching Mentoring 1:1
,  Wednesday, August 18
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Objective(s)

Outline the objectives of the session.


Review

Review actions and learning from or since the last session (if applicable).


Questions or Issues

What questions or issues keep coming up? Figure out what to do to avoid—or mitigate the impact of—persistent issues.


Future Planning

What do you need to do to continue growing and discovering? i.e. developing skills, changing your approach, etc.


Mentor/Mentee Feedback 

What can we do to make these sessions more valuable? Provide feedback both ways, mentee to mentor and mentor to mentee. 


Follow-Up

When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.


One-on-One: Remote Employee 1:1

Productive one-on-one meeting agenda template designed with remote team members in mind.
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One-on-One: Remote Employee 1:1
,  Wednesday, August 18
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Warm up

Start with a light, open-ended question. What’s been keeping you busy?


Highlight Achievements

What milestones have we hit since our last check-in? Note progress on important initiatives and emphasize takeaways.


Problem Solving

What’s stopping you from being more productive? How can management help you be more productive? 

Plan to remove specific inefficiencies or roadblocks. Create action items.


Two-Way Evaluation and Feedback

What are we doing well? What can we do better? Discuss ways to create value for manager, employee, and the organization.


Open Discussion

Provide space for open discussion. What’s got you excited? Worried? Annoyed?


Follow-Up

When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.



Action items:

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One-on-One: Manager Weekly 1:1

Simple meeting agenda example for managers to make the most of your weekly one-on-ones.
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One-on-One: Manager Weekly 1:1
,  Wednesday, August 18
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Intro question

Start with an open-ended question. How was last week? What’s been working well for you lately? 


Celebrate Wins & Lessons Learned

What have we accomplished since our last meeting? Note progress on important initiatives.

How can we be better? Highlight lessons learned from the previous week.


Remove Roadblocks

What (if anything) is stopping—or slowing down—your progress? How can we remove that roadblock? What support do you need? 

Plan to remove specific roadblocks and create action items.


Two-Way Evaluation and Feedback

How are we doing? How can we work together more effectively? 


Open Discussion

Provide time for open discussion. Is there anything else you want to talk about? 


Follow-Up

Should we schedule another one-on-one? Review any action items arising from the one-on-one.


Action items:

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One-on-One: Catching Up 1:1

Sync up with your teammates on important projects, tasks, priorities, and needs.
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One-on-One: Catching Up 1:1
,  Wednesday, August 18
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The Upcoming Week

Set expectations and align on near-term priorities for the week ahead.


Review Priorities

Where are we in relation to our goals/plan? Reiterate top priorities to reinforce focus.


Comment on Recent Work

Review recent successes or failures to guide future work.


Status Update and Course Correction

How is x, y, and/or z task going? Offer guidance on work in progress.


New Information

Review new, relevant information.



Follow-Up

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