One-on-One Meeting Form Name______________________________________________ Date_____________________

15 min Notes from your direct report’s agenda
If need to jump-start, ask open-ended questions like:
• How is it going?
• What are you working on these days?
• Experiencing any roadblocks?
10 min Your notes
This section should be populated before
the meeting; e.g. with follow-ups from past one-on-
one meeting (both the items that you promised and
the items they promised), or with reinforcement from
the past week (focus on positive).
5 min Misc
• Suggestions?
• Feedback for me? What I can do better?
• Anything that we have not fully discussed
that might require a separate discussion?

Have weekly 1:1 meetings with each

direct report

Do not cancel 1:1 meetings

Let them own it – it shall be “their”

meeting.

Prepare for the meeting, encourage

your directs to be prepared

Be constructive and non-threatening

Make good notes and follow-up on

promises

No phone and no computer during the

1:1 meeting

Immediately after the meeting – review the notes and copy those that
require follow-up to the future meetings’ forms. If during the week, you
come up with an item to discuss at a future one-on-one meeting, write it
down directly on this future meeting’s form in “Your notes” section.
If you prefer to store the meeting notes online – please visit
www.MyDirects.com and register for an account. MyDirects.com is an
online system that helps managers to manage their direct reports, to have
painless and productive one-on-one meetings, and to quantify the
performance of the team members.