Effective 1 on 1's and my Personal Template

They should always be for the benefit of you team memebers. Fair warning, these are notes, not full sentences.

The Short of it

  • Build a relationship: This is space to get to know someone beyond the daily grind and deadlines. Learn motivations, aspirations, and challenges.
  • Be open, be safe: Be the person that your team can lean on to voice concerns and frustrations. Address the small problems early and often.
  • Support the individual: This is your time and chance to tailor support to each of the unique people on your team. Make it about them.
  • Recognition and Feedback: If it isn’t positive, it better be constructive. No IC should leave a 1 on 1 feeling like things are slipping away.
  • Respect time: Your IC’s set the time, not you. Don’t break up a focus time block.
  • Listen, focus, follow up: Listen actively and thoughtfully, focus on the discussion for the individual, and follow up on action items and commitments.
  • Encourage Upward Feedback: It’s easy to forget that managers can improve too and the best source of how is from the people.

My 1-on-1 Meeting Notes Template

Date: Employee Name:

1. Check-In & Personal Wellness

  • How are you feeling today?
  • Weekly highlights and challenges (work and personal).
  • Stress management and breaks.
  • Support in role and personal life.

Notes:

2. Career and Development

  • Feelings about current role and responsibilities.
  • Desired skills or areas of development.
  • Obstacles to growth or satisfaction.
  • Training or resources needed.

Notes:

3. Upward Feedback

  • What can I do to make your experience improve?
  • What areas can I work on as your manager?

Notes:

4. Open Floor

  • Additional topics or concerns.
  • Feedback for the manager.
  • Suggestions for team or process improvements.

Notes:

Action Items & Follow Ups:

Written on June 27, 2024