One-on-one Meeting Template
Organize your one-on-one meetings to be more productive.
About the One-On-One meeting template
How do you structure a one-on-one meeting?
One-on-one meetings can be one of the most productive parts of your day--or a roadblock. It all hinges on how well you structure the meeting and prepare for it beforehand. The one-on-one meeting template empowers you to hold better meetings, accomplish your goals, and push your teammates to their full potential.
To run an effective one-on-one meeting, use the template to create an agenda. You don’t have to stick to the plan, but it can help to lay out a series of goals, discussion topics, questions, or action items. There’s no need to write in complete sentences; bullet points work well too! The template allows you to keep track of the conversation and ensure you stay on task.
In general, you can start by looking back at the previous week. Identify what went well and what could have gone better. Once you’ve done a quick retrospective, you can move into general discussion topics.
Here are some possible discussion topics for your template: What have you accomplished over the last week? Which tasks have you enjoyed? Which do you prefer? Is there any I could help make your project more enjoyable? Do you have any suggestions that could help us work better as a team? What bottlenecks have you encountered in your current projects? Do you feel like you’re learning and growing at work? What can I do to better support your growth?
Why have one-on-one meetings?
One-on-one meetings are a vital part of the relationship between managers and employees. It’s important for managers to develop a regular cadence of checking in, touching base, delivering feedback, and receiving feedback.
In the short term, one-on-one meetings help managers and their employees function better as a team. Managers can provide feedback on their employee’s projects, while employees can discuss things they would like to do better. One-on-ones are also an important tool for discovering interpersonal issues and problems with processes before they develop into something more serious. Most managers use one-on-ones to check on project progress and discuss the employee’s performance.
In the long term, one-one-one allow managers to help their employees succeed. Many managers use these meetings as opportunities to ask employees about their career path. Depending on the path their employees would like to follow, managers can provide tips and assign projects that suit their interests.
This or That
If you’re a social media manager, a designer, or just someone who loves photography, then you’ve probably seen the “This or That” game on Instagram. The premise is simple: You make two parallel lists that pit a series of choices against each other, like “apples or oranges” or “pizza or hot dogs”. The Instagram user chooses between the various options by circling the one that they prefer. Then they share the completed game with their followers. Although it was popularized on Instagram, you can use This or That on other social media platforms too, or even your website or blog.
The entire team meets to review the day before and discuss the day ahead. These daily meetings, also known as “scrums,” are brief but powerful — they identify roadblocks, give each team member a voice, foster collaboration, keep progress on track, and ultimately keep teams working together effectively. This template makes it so easy for you to plan daily standups for your sprint team. It all starts with picking a date and time, creating an agenda, and sticking with the same format throughout the sprint.
Optimized processes, improved flow, and increased value for your customers — that’s what the Kanban method can help you achieve. Based on a set of lean principles and practices (and created in the 1950s by a Toyota Automotive employee), Kanban helps your team reduce waste, address numerous other issues, and collaborate on fixing them together. You can use our simple Kanban template to both closely monitor the progress of all work and to display work to yourself and cross-functional partners, so that the behind-the-scenes nature of software is revealed.
When processes start to get messy, it’s a good idea to take a step back and visualize who does what and when. A swimlanes diagram takes a familiar, everyday physical place (a lap pool) and turns the idea of “swimlanes” into a metaphor for organizing processes within a team, work group, department, or multilayered organization. This digestible, one-stop visual representation uses the metaphor of lanes in a pool to clarify a complex process. Use a swimlanes diagram to clarify roles before a major project, to bring a new hire up to speed, to update your organizational structure, and much more.
What's on Your Radar
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.