1:1 Meeting Template

1. Personal Check-in

Wellbeing Check

  • Energy level: 1-5
  • Work satisfaction: 1-5
  • Work-life balance: 1-5

Personal Updates

  • Highlights since last meeting:
  • Challenges faced:
  • Support needed:

2. Progress Review

Recent Achievements

  • Key accomplishments:
    1. Achievement
    2. Achievement
  • Impact created:
    • Specific impact

Current Focus

  • Priority projects:
    1. Project + Status
    2. Project + Status
  • Blockers/Challenges:
    • Blocker + Support needed

3. Career Development

Growth Progress

  • Skills being developed:
    • Skill + Progress
  • Learning activities:
    • Activity + Impact

Career Goals

  • Short-term goals (3-6 months):
    1. Goal
    2. Goal
  • Long-term vision (1-2 years):
    • Vision
  • Support needed:
    • Specific support request

4. Feedback Exchange

Manager Feedback

  • What's going well:
    • Positive feedback
  • Growth opportunities:
    • Area for improvement
  • Specific suggestions:
    • Action item

Upward Feedback

  • What's helpful:
    • Positive feedback
  • What could be better:
    • Improvement suggestion
  • Requested support:
    • Specific ask

5. Team Dynamic

Team Collaboration

  • Relationship quality: 1-5
  • Communication effectiveness: 1-5
  • Areas for improvement:
    • Suggestion

Role Clarity

  • Current responsibilities:
    • Clear areas:
    • Unclear areas:
  • Desired responsibilities:
    • Area of interest

6. Action Items

Short-term Actions

ActionOwnerDue DateSuccess Metric

Long-term Development

GoalTimelineResources NeededProgress Indicators

7. Next Meeting

Preparation

  • Date: Next meeting date
  • Key topics to prepare:
    1. Topic
    2. Topic

Follow-up Items

  • Review previous actions:
  • Documentation location:
  • Additional resources:

Notes

  • Keep conversation balanced between tactical and strategic topics
  • Document decisions and commitments
  • Review previous action items at start of next meeting