One-On-One Meeting Template

What is the One-On-One Meeting template?

Check the team’s health by conducting regular weekly or bi-weekly 1:1 sessions with your coworkers. Use the ready-made template to follow a structure and enable employees to ask questions they might be too afraid to ask in front of a group. Host better meetings, help your colleagues accomplish their goals, and support them in their professional growth.

Divide your 1:1 session into two parts during which you will ask warm-up questions, allowing the team members to tell more about their hobbies or life events and open up about themselves. Devote the second part of the exercise to a conversation about their general tasks, responsibilities, and performance. Focus on:

• Priorities since you last met — Top things the employee focused on in the last few days.
• Employee’s talking points — Questions, learnings, or results that the employee wants to consult.
• Manager’s talking points — Strategic information, decisions, or suggestions for improvements that the manager wants to discuss.
• Priorities for the week ahead — List of tasks that need to be completed in the upcoming week(s).
• Blockers — Obstacles the employee encounters in their work and how they can overcome them.

What are the benefits of the One-On-One Meeting template?

Thanks to the One-On-One Meeting template, you can:

• Touch base with your team members to keep yourself in a loop by discussing how they are doing and feeling at work.
• Discover what your employees would like to learn and support their upskilling by offering mentoring or sending them on a training course.
• Help your teammates feel valued by spending dedicated time with them and talking about their professional development.
• Create a safe environment where your coworkers can address issues and concerns they’re too afraid to raise in a group setting.
• Keep your employees engaged in their work and increase their productivity.

How to use the One-On-One Meeting template in a few steps?

1. Open the template on a new board or add it to an already existing one.
2. Add images or GIFs that best represent you and the person you’re conducting the 1:1 meeting with. Add the employee’s name and date at the top of the template as well.
3. Start the meeting by asking warm-up questions like how things are outside work or if anything interesting happened that your coworker would like to share with you.
4. Move to the second part of the interview and start asking questions regarding priorities since the last 1:1 meeting, employee’s and manager’s talking points, priorities for the upcoming days or weeks, and blockers. Write down the notes on virtual sticky notes in appropriate places.
5. Move (or copy) the most important sticky notes to the Action Points frame. Turn them into actionable Jira tickets to start working on them right away.