This 1-on-1 Progress Review Template by Teamflect 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.
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.
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.
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:
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.
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