5 One-On-One Meeting Agenda Templates

This is part of our series on meeting agenda templates. You can edit these one-on-one meeting agendas in Google Docs or Word or print them out. 

Meeting Agenda Templates > 1:1 Meeting Agendas

Here are five types of one-on-one meeting agenda templates you can use throughout the year. Use the links below to jump to a one-on-one meeting template that fits what you’re looking for:

• Standard one-on-one
• First one-on-one meeting (onboarding)
• Weekly one-on-one
• Performance review
• Goal-setting meeting
• How to run a remote team meeting
  • Download the meeting agenda library

 

Standard One-on-One Meeting Agenda

Access the free agenda in Docs | Download all 50 for $47

Purpose: An open-ended meeting agenda for any two employees (or an employee and manager) to use on any frequency (weekly, bi-weekly, monthly, etc.)

Template:

• Attendees: Manager and new employee
• Frequency: Weekly, bi-weekly, quarterly
• Duration: 30-60 minutes

Agenda:

• Introduction (5 min)
  • Open with unstructured personal or professional chit-chat
• Role/Project (15 min)
  • Go over the basic metrics and responsibilities of the role or project
• Questions (15 min)
  • Ask questions each way to surface issues to be resolved
  • Discuss any questions that need decisions to be made
• Feedback (5 min)
  • Does either person have constructive feedback or praise for the other?
• Next Steps (5 min)
  • Write down which tasks were committed to, and revisit in the next meeting

Access the free agenda in Docs | Download all 50 for $47

 

First One-on-One Meeting Template

Purpose: To help a new employee get acquainted with his or her manager, the role, the company, and more.

Template:

• Attendees: Manager and new employee
• Frequency: Ad-hoc (once)
• Duration: Multiple meetings, 60-90 minutes each

One-on-One Onboarding Meeting #1

• Personality Tests (30 min)
  • Read and discuss the new employee’s personality test
  • Read and discuss the manager’s personality test
  • Assign to the new employee to read each team member’s personality test
• Your Interests (15 min)
  • What do you like to do outside of work?
  • What did you like and dislike at your last job?
  • What interests you most about this role?
• Management Style (15 min)
  • Write out and discuss your management style, like this:
    • I’ll train you on what we know and our processes
    • When comfortable, you’ll improve and change the processes
    • My role is to help you, get obstacles out of your way, and prioritize your responsibilities
    • Your role is to get better, improve our company, try new ideas that push us forward
• Company Core Values (15-30 min)
  • List them in the agenda and discuss each one

See Also: How To Write A Meeting Agenda

One-on-One Onboarding Meeting #2

• Role & Responsibilities (30 min)
  • Describe each responsibility the new employee will own
• KPIs (30 min)
  • Go over the metrics you’ll use to determine if the job is being done well
• Accountability (Org) Chart (15 min)
  • Discuss the organizational chart so the employee knows who to ask for what
• Onboarding Plan (15 min)
  • Go over the onboarding plan – when will the new employee receive new clients? When will they fully take over new responsibilities?

View many more employee onboarding meeting agendas here to get a complete picture.

 

Weekly One-on-One Meeting Agenda

Access the free agenda in Docs | Download all 50 for $47

Purpose: To catch up on weekly progress, address immediate concerns, and provide guidance for the upcoming week.

Template:

• Attendees: Employee and manager
• Frequency: Weekly
• Duration: 30 minutes

Agenda:

• Review of the Past Week (10 min)
  • Discuss completed tasks and accomplishments
  • Address any challenges faced
• Upcoming Week’s Priorities (10 min)
  • Outline key objectives for the next week
  • Set specific deadlines for tasks, remove any low-priority tasks, and help prioritize
• Feedback and Support (5 min)
  • Provide and receive feedback
  • Ask how you can clear roadblocks as the manager
• Next Steps (5 min)
  • Write down which tasks were committed to, and revisit in the next meeting

 

One-on-One Performance Review Meeting Agenda

Access the free agenda in Docs | Download all 50 for $47

Purpose: To review achievements, provide feedback, and discuss career development.

Template:

• Attendees: Employee and manager
• Frequency: Monthly, Quarterly, Annually
• Duration: 1 hour

Agenda:

• Monthly Achievements (15 min)
  • Review metrics and key accomplishments
  • Discuss upcoming metrics/goals
• Areas for Improvement (15 min)
  • Identify areas for skill development
  • Create an action plan for improvement
• Career Development (15 min)
  • Discuss career aspirations and potential growth opportunities
  • Plan for skills or training needed for career progression
• Feedback and Open Discussion (15 min)
  • Allow time for the employee to give feedback to the manager
  • Discuss any other personal or professional matters

See Also: Performance Review Meeting Template

 

One-on-One Goal-Setting Meeting Agenda

Access the free agenda in Docs | Download all 50 for $47

Purpose: To set or review quarterly goals and align them with personal and organizational objectives.

Template:

• Attendees: Employee and manager
• Frequency: Quarterly, Annually
• Duration: 1 hour

Agenda:

• Review of Previous Quarter (20 min)
  • Assess progress toward previous goals
  • Discuss successes and areas for improvement
• Sett New Goals (20 min)
  • Establish SMART goals for the upcoming quarter
  • Align goals with company objectives
• Resources (10 min)
  • Determine resources and support needed to achieve goals (“How can I help?” – Manager)
• Feedback and Questions (10 min)
  • Open discussion about the goals

See Also: 31 Useful Meeting Goals & Objectives

 

How To Run A Remote One-on-One Meeting Before Buildremote, I worked at a fully remote marketing agency for eight years. I ran the company for six of those years. That’s where I learned how to run a remote team meeting. Here are my best pieces of advice: Show up on time, be ready, present well on camera, and end on time.  Set aside intentional time for non-work talk. Always encourage video for team meetings (you need the non-verbal cues). Set an appropriate meeting length and stick to it. Prepare an agenda beforehand and share it. Prepare all of the numbers, metrics, and updates beforehand and share them. Keep the presentations, updates, and metrics short (those can be done asynchronously if needed) to clear more time for the discussions, solutions, and ideas.  Screen share when you are showing numbers, metrics, and progress updates. Do not screen share when having discussions (to put the focus on the people). Record tasks that are decided upon in the meeting, then revisit progress on the tasks in the next meeting.

 

Similar Meeting Agendas

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