10 Sample One-on-One Meeting Templates to Streamline Meetings

Published on:
October 20, 2023
Updated on:
November 21, 2024
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Although there is no easy way of connecting with your employees, one on one meetings can assist you in building a stronger work relationship with your them by engaging in a productive dialogue.

Given the importance of one on one meetings, we designed 10 great one on one meeting templates for you to improve your meeting efficiency.

Integrate Templates Into Your Virtual Meetings

Before we move forward, we’d like to tell you that you can transform your virtual meetings with ease by integrating templates directly into them!

You will not only streamline agendas, and collaboration but also elevate your virtual presence by using our templates!

You can click the button to use Teamflect completely free with full functionality for up to 10 users!

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What is a One on One Meeting Template?

A One-on-One Meeting Template is a template built to communicate the structure a one-on-one meeting will be following to all its participants. One-on-one meetings, often a key aspect in managing the relationship between manager and direct report, serve as a platform for open dialogue, collaboration, and alignment. A well-designed template provides structure to ensure that every discussion covers the most critical topics, helping both parties maximize their time together.

Typically, a one-on-one meeting template includes prompts or sections for key areas such as recent achievements, challenges, feedback, and goal-setting. One on one meeting templates often follow the structure below:

  • Agenda Items: A space to outline the key topics or questions to discuss during the meeting.
  • Recent Achievements and Updates: A section to review what the employee has accomplished since the last meeting.
  • Challenges or Concerns: An area to identify and address obstacles or issues the employee may be facing.
  • Feedback Exchange: Space for both the manager and employee to share constructive feedback.
  • Goals and Development: A section to discuss ongoing goals, new objectives, and opportunities for growth.
  • Action Items: A list of tasks or follow-ups to address before the next meeting.

Sample One on One Meeting Templates

Below you will find our one on one meeting templates that are designed to offer a structured framework for you and your employees. By using our one on one agendas you can streamline your planning efforts.

Using our one on one templates instead of creating your templates from scratch will save a lot of time.

On top of that, you’ll have a standard and consistent meeting format which will make it so much easier to monitor progress over time.

Furthermore, these 1 on 1 meeting agendas will help your employees openly discuss their concerns. This will lead to stronger work relationships, higher levels of job satisfaction,and improved performance.

1. One on One Meeting Template for Goal Check-ins

one-on-one-meeting-for-goal-check-ins

This one on one meeting template assesses goal progress while setting new goals. By reviewing previous goals and future goals together you’ll have a more holistic approach.

Furthermore, this one on one meeting template includes a section where you can list the action items and future goals that are agreed upon by both parties.

This will not only help both of you have clarity but also make it easier to remember the important points discussed during the meeting.

2. Career Development One on One Meeting Template

one-on-one-meeting-for-career-development

This one on one meeting template focuses on creating a roadmap for professional development by addressing an employee’s aspirations and career opportunities within a company.

This template starts with setting a clear vision and moves forward to identifying the skills that need to be developed.

Then it provides structure to determine areas such as potential career paths and how to achieve career progression by defining the necessary steps.

3. Weekly One on one Check-in Template

one-on-one-meeting-weekly

This weekly one on one check-in template provides you with a framework to discuss progress as well as weekly projects.

It also allows you to give feedback which will help you build a culture of continuous improvement.

Lastly, it includes a section where you can list the key takeaways and action items that will streamline your meetings so that you can end the meeting with clear objectives in mind.

4. One on One Meeting Template for Mentoring

one-on-one-meeting-for-mentoring

You can use this one on one meeting template to streamline your mentoring efforts. It starts with accomplishments and moves forward to how to set professional goals with the SMART goal-setting framework.

This template covers the most needed talking points when it comes to helping mentees reach their goals and potential.

Furthermore, its clear and concise structure will help mentors guide their mentees effectively.

5. Project Closure One on One Meeting Template

One-on-one project closure template

This template will help you wrap up your projects easily with its talking points such as lessons learned, the outcomes, and project documentation.

Moreover, by using this template, you will make sure that you’ve completed the necessary tasks in your projects.

6. Daily Stand-up One on One Meeting Template

one-on-one-meeting-for-daily-stand-up

With our daily stand-up one on one meeting template, you will be able to tackle daily tasks easily. It will help you address potential obstacles and discuss solutions.

On top of that, this template helps you set priorities for the day and this will improve your efficiency.

7. Work-life Balance One on One Meeting Template

one-on-one-meeting-for-work-life-balance

This one on one meeting template provides a structure for discussions about work-life balance.

It includes the most important items to discuss such as stressors that affect well-being, resources that will help create a healthy work-life balance, and specific steps to improve work-life balance.

8. Feedback One on One Meeting Template

feedback one on one template

Ongoing feedback will not only facilitate communication but also help create the ideal work environment by improving your workplace culture.

Our feedback one on one meeting template will help you exchange specific and actionable feedback that will set the stage for performance improvement.

9. Peer One on One Meeting Template

peer-one-on-one-meeting-template

With this employee 1 on one template, you can improve collaboration between peers.

Furthermore, this one on one meeting template allows peers to talk about updates on current projects which will promote a more productive work relationship.

10. Skip-level One on One Meeting Template

This one-on-one meeting template will help leaders understand employees who aren’t in their direct reporting line. The aspirations, challenges, and perspectives of employees will become more clear.

This will provide valuable insights into creating a more harmonious and productive organization.

Closing Remarks

Regular one-on-one meetings are an essential part of keeping strong working relationships and effective communication within a team.

When done properly, these meetings create an opportunity to address concerns, give feedback, and discuss progress and goals.

Using these one on one meeting templates as a guide during one-on-one meetings can bring a multitude of benefits. First and foremost, it ensures that all necessary topics are addressed, from performance updates to career development goals.

It also provides a structured framework for the conversation, making it easier for both parties to prepare and stay on track.

Regular one-on-one meetings are essential for the overall success of your company, so don’t forget to implement a one-on-one software. Schedule a demo with Teamflect now!

Frequently Asked Questions

What is a One on One Meeting?

One on one meetings are spaces that are allocated for understanding your employees’ perspectives and productively engaging with them.

What Are the Types of One on One Meetings?

Goal check-ins
Career development one on one meetings
Weekly check-ins
Mentoring one on one meetings
Project closure one on ones
Daily stand-up one on ones
Work-life balance one on one meetings
Feedback one on ones  
Peer one on one meetings
Skip-level one on ones

What is the Optimal One on One Meeting Frequency?

The optimal one on one meeting frequency depends on your team’s schedules and their roles but there are some rules of thumb you can take into account. You should start with forming a habit of holding one on one meetings in the first place.
The sweet spot of one on one meeting frequency is meeting once a week but if you need to collaborate with your direct reports more closely, you can think about having one on ones twice weekly.
Meeting once a month is not recommended since you may lose touch with your employees if you don’t communicate with them regularly.

Why Should I Conduct One on One Meetings?

One on one meetings can focus on numerous topics so their aim can vary as well. You can achieve the following with one on one meetings:
Allocate time to discuss agenda items and priorities.
Provide and receive feedback.
Address professional development.
Increase employee motivation and engagement.
Coach and mentor your employees to improve their performance.
Establish rapport and know your employees more personally.
Align employees’ work with broader goals and mission of your company.
Address challenges.
Create action items.
Receive status updates on your projects.
Go over team meetings and discuss key talking points.

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