One-on-One: Catching Up 1:1

Sync up with your teammates on important projects, tasks, priorities, and needs

Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.

Use template in Hugo

Still using Microsoft Word or Google Docs?

Download

Open

TEMPLATE BY

Hugo

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

How to use this template for your next

One-on-One: Catching Up 1:1

Catching up in a one-on-one sounds casual, and it can be. But that doesn’t mean this kind of meeting isn’t as (or more) critical as any other.

One-on-ones provide a unique forum in that they enable you to have a much more honest conversation with your colleagues—relative to other kinds of meetings. This makes these meetings very effective for ensuring your direct reports are happy and contributing.

Drilling down further, holding relatively frequent but short one-on-ones helps you course-correct and focus on improving work going forward. When you hold these meetings too infrequently, there’s a tendency to focus on past work. And while retrospectives have their place, you still want to skew the focus on action items for moving forward.