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?
- Open the template on a new board or add it to an already existing one.
- 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.
- 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.
- 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.
- 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.