1-on-1 Progress Review Template

This 1-on-1 Progress Review Template is designed to help managers and employees conduct structured, productive check-ins. Whether used weekly, bi-weekly, or monthly, this template guides the conversation to focus on goal tracking, priorities, challenges, and development planning.

Because it’s fully integrated with Microsoft Teams and Outlook, this review template keeps everything in the flow of work—making recurring 1-on-1s easier to document and more impactful.

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What does the 1-on-1 Progress Review template include?

  • Goal Tracking Section
    Review active goals and objectives, update progress, and add reflections from both the employee and manager.

  • 1-on-1 Talking Points
    Prompts like “What’s top of mind?” and “Are there any blockers?” help guide a thoughtful, two-way discussion.

  • Challenge Identification
    Create space for employees to flag any roadblocks early, so support can be provided before performance is impacted.

  • Future-Focused Reflection
    Discuss changes for the next 1-on-1, communication improvements, or ways to make collaboration more effective.

  • Performance Snapshot
    Capture a quick overall rating or qualitative assessment of how things are going, based on recent progress and observations.

  • Development Plan Integration
    Add goals directly to the employee’s growth plan based on what emerges from the conversation—ensuring continuity beyond the check-in.

  • Digital Sign-Off
    Document the conversation and confirm alignment using Teamflect’s built-in signature fields, directly within Microsoft Teams.

How to use the 1-on-1 Progress Review Template in Microsoft Teams & Outlook

This template is perfect for keeping 1-on-1s consistent, meaningful, and documented across your team:

1. Tailor the prompts to your team’s style

Use default questions or customize them for your preferred check-in cadence or team dynamics.

2. Assign reviews automatically or manually

Schedule regular 1-on-1s in Teamflect and have the review template sent ahead of each meeting.

3. Complete reviews inside Microsoft Teams or Outlook

Both parties can fill out their section ahead of the conversation—no emails, spreadsheets, or separate tools required.

4. Track trends and support coaching

Managers and HR can view trends in progress, blockers, or performance sentiment over time—helping guide better support.

5. Link to broader performance reviews

Use insights from 1-on-1s to inform annual reviews, development plans, and goal-setting conversations.

Who should use this template?

This template is ideal for managers and employees who want to make their recurring 1-on-1s more structured and outcome-driven.

Best suited for:

  • Managers conducting weekly, biweekly, or monthly check-ins

  • Teams focused on real-time goal tracking and alignment

  • Organizations promoting continuous performance conversations

  • Remote or hybrid teams needing structured feedback loops

  • HR teams standardizing manager check-in practices

With this 1-on-1 Progress Review Template, you can transform routine conversations into powerful coaching and alignment tools—while keeping everything connected inside Microsoft Teams.

Frequently Asked Questions

Here are some of the most frequently asked and heavily researched questions about review templates.

What is the purpose of 1-on-1 Progress Review template?

How often/when should I conduct 1-on-1 Progress Review?

How does 1-on-1 Progress Review contribute to the company?

What topics/areas does 1-on-1 Progress Review template focus on?

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