My 1-on-1 meeting template

Bilal
3 min readSep 18, 2023

I started officially managing a team (6 people) a little more than 2.5 months ago. One thing of prime importance to me is having one-on-one meetings with my team members. When I officially took over the position as manager, I had one-on-one meetings every week with every member of my team for three weeks. Here is the summary of the goals for these initial three one-on-one meetings:

  1. Understand my teammates better: Understand their motivations, life journey, and their journey at the company.
  2. Ask them to envision a possible great future for themselves: What are a few different futures that they can envision for themselves at the peak of their careers and lives?
  3. Based on the discussions in the previous two meetings, come up with a short-term (next 3 months), medium-term (6–12 months), and long-term (beyond 1 year) plan for them.

I will cover the details of these three meetings in another post, but for now, let’s move on to the template that I use for my one-on-one meetings.

My 1-on-1 template

First of all, it is very important to keep notes of your 1-on-1 meetings. It’s not only useful for both of you to refer back to but also useful when an employee changes managers. Otherwise, all this history will be lost for the most part.

I will briefly go over each part of the template:

Follow up from last week

This is the space to go over any action items that were defined in the last 1-on-1, convey the actions taken and results.

Today’s Agenda

In this section, me and my team member fill in the items that we want to discuss during the 1-on-1. Generally, I tend to avoid technical discussion during 1-on-1s. This is not what 1-on-1 is for.

Current sentiment about work

I like to ask my team member about how they are feeling about their work. This helps them be open about any frustrations that they might be feeling or highlight anything that they might be liking or disliking.

Stress Level

This field is here to make sure that my team member isn’t feeling overwhelmed by work even if it’s enjoyable for them. Stress levels have to be kept…

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Bilal

Learning new things everyday. Writing about things that I learn and observe. PhD in computer science. https://www.linkedin.com/in/mbilalce/