One-on-One Meeting Templates for 12+ Scenarios

One-on-one meetings are essential for fostering communication, alignment, and employee development. Whether you're a manager or an employee, having a structured approach ensures that these meetings are effective and meaningful.

Below are various 1:1 meeting templates designed for different purposes, each with a clear agenda and key discussion points.

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Weekly 1:1 Meeting Template

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Focus: Short-term updates, immediate concerns, and quick course corrections

• Quick Personal Check-In – How are you feeling this week?
• Work Progress & Key Updates – What have you accomplished since our last 1:1?
• Current Challenges & Roadblocks – Are there any blockers that I can help remove?
• Priorities for the Week – What are your top priorities for the coming week?
• Feedback & Development – Anything I can do differently to support you better?
• Action Items & Next Steps – Summarize key takeaways and follow-ups.

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Formal 1:1 Meeting Template

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Focus: Structured check-ins with clear progress updates and action items

• Meeting Objective – Purpose of the meeting (e.g., performance review, project update).
• Progress Updates – Key accomplishments and milestones since the last meeting.
• Challenges & Roadblocks – Any issues affecting work and proposed solutions.
• Feedback Exchange – Constructive feedback from both manager and employee.
• Goal Setting & Development – Review of short- and long-term goals.
• Action Items & Next Steps – Summarize key takeaways and responsibilities.

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Informal 1:1 Meeting Template

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Focus: Open-ended, relaxed conversations to build rapport and address concerns

• Personal Check-In – How has your week been? Any non-work updates?
• Current Work & Wins – What’s going well? What progress have you made?
• Roadblocks & Support Needed – Any frustrations or blockers you need help with?
• Feedback & Suggestions – Thoughts on team dynamics, management, or workplace culture?
• Future Plans & Ideas – Are there any projects or initiatives you’d like to take on?
• Closing & Next Steps – Anything urgent to follow up on?

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Project-Specific 1:1 Meeting Template

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Focus: Checking progress and problem-solving on specific projects

• Project Status Update – What’s been completed since our last check-in?
• Current Roadblocks – Are there any blockers or dependencies that need addressing?
• Timeline & Deadlines – Are we on track, or do adjustments need to be made?
• Collaboration Needs – Are there cross-functional teams or resources needed?
• Immediate Next Steps – Define action items and responsibilities.

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Performance Review-Focused 1:1 Meeting Template

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Focus: Evaluating employee performance, setting expectations, and planning improvements

• Performance Overview – Review progress against goals and KPIs.
• Strengths & Achievements – Recognize key accomplishments and contributions.
• Areas for Improvement – Identify 1-3 focus areas for growth.
• Challenges & Support Needed – Discuss obstacles and how management can help.
• Goal Setting & Career Path – Align on next performance objectives and professional development.
• Action Plan & Follow-Ups – Document key takeaways and next review timeline.

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Career Development 1:1 Meeting Template

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Focus: Employee growth, future aspirations, and long-term career planning

• Opening & Check-In – How are you feeling about your career growth?
• Career Vision Discussion – Where do you see yourself in 1-3 years?
• Strengths & Interests – What work energizes you the most?
• Growth Opportunities – Are there projects, mentorships, or training programs that interest you?
• Development Plan – Set actionable steps for skill-building and career progression.
• Follow-Ups & Next Steps – Assign action items and schedule check-ins.

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Coaching-Focused 1:1 Meeting Template

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Focus: Mentorship, skill-building, and professional development

• Current Progress & Learnings – What are some key lessons from recent work?
• Career Goals Discussion – What skills or experiences do you want to develop?
• Challenges as Growth Opportunities – Are there current work challenges that can be learning experiences?
• Manager Support & Resources – How can I support your career growth?
• Development Plan & Action Items – Set next steps for skill-building and mentoring.

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New Hire Onboarding 1:1 Meeting Template

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Focus: Helping new employees integrate, feel supported, and understand expectations

• Welcome & First Impressions – How has your experience been so far?
• Early Wins & Progress – What have you learned or accomplished in your first few weeks?
• Challenges & Questions – What’s been confusing or unclear?
• Team & Culture Fit – How comfortable are you with your team and company culture?
• Manager & Role Expectations – Do you have clarity on your role and my expectations?
• Next Steps – Set immediate goals and follow-ups for the next 30/60/90 days.

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Stay Interview 1:1 Meeting Template

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Focus: Retention, employee satisfaction, and identifying reasons employees stay or might leave

• Employee Experience – What do you enjoy most about your job?
• Engagement & Motivation – What keeps you excited to come to work?
• Pain Points – Are there aspects of your job that frustrate you?
• Work-Life Balance & Well-Being – Do you feel supported in maintaining a healthy balance?
• Growth & Recognition – Do you feel valued, and are there enough growth opportunities?
• Retention Action Plan – How can we improve your experience and keep you engaged?

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Skip-Level 1:1 Meeting Template

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Focus: Conversations between employees and their manager’s manager

• Opening & Relationship Building – What’s one thing I should know about your experience here?
• Feedback on Direct Manager – How is your relationship with your manager?
• Team & Company Culture – Do you feel aligned with company values and goals?
• Challenges & Roadblocks – Are there any issues that need leadership intervention?
• Growth & Career Path – Are you receiving the support you need to advance?
• Final Thoughts & Follow-Ups – What can I do to improve your experience?

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Performance Improvement Plan (PIP) 1:1 Meeting Template

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Focus: Addressing performance issues and setting improvement goals

• Setting the Context – Overview of performance concerns and expectations.
• Understanding the Challenges – What factors have contributed to performance gaps?
• Action Plan & Support – Define measurable goals and what resources are needed.
• Checkpoints & Timelines – Set a clear timeline for improvement milestones.
• Mutual Commitments – What will the employee do differently? How will the manager support them?
• Follow-Ups & Next Steps – Establish check-ins and reassess progress.

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Mental Health & Well-Being 1:1 Meeting Template

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Focus: Supporting employees’ mental well-being and work-life balance

• Emotional Check-In – How have you been feeling lately?
• Workload & Stress Levels – Are you feeling overwhelmed or burned out?
• Support & Resources – Is there anything I can do to better support your well-being?
• Work-Life Balance – Are you able to maintain a healthy balance?
• Company & Managerial Support – How can we improve our workplace to better support you?
• Next Steps & Resources – Offer guidance on wellness programs or workload adjustments.

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Exit Interview 1:1 Meeting Template

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Focus: Understanding why an employee is leaving and gathering insights to improve retention

• Reason for Leaving – What made you decide to move on?
• Workplace Experience – What aspects of your job did you enjoy most?
• Challenges & Pain Points – What could have been improved?
• Team & Leadership Feedback – How was your experience with management?
• Opportunities for Company Growth – What advice would you give to improve our workplace?
• Final Thoughts & Next Steps – How can we support your transition?

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PerformYard 1:1 Meeting Templates

PerformYard’s one-on-one meeting tool provides structured templates and integrated features that streamline manager-employee check-ins. The software offers collaborative agenda creation, allowing users to outline topics, set priorities, and build the agenda together in real time​. It also combines these agendas with continuous feedback and goal-tracking tools, so discussion points and performance updates are managed seamlessly in one place​.

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During each 1:1, managers and employees can log discussion points, document tasks or next steps, and review past performance history – all within the same platform for easy reference​. These features ensure every one-on-one stays organized and focused on the topics that matter most.

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PerformYard’s approach encourages open communication and stronger relationships: the platform prompts genuine dialogue, recognizes employee achievements, and documents performance context beyond just numeric ratings​.