5 One-On-One Meeting Agenda Templates
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
Standard One-on-One Meeting Agenda
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
- Write out and discuss your management style, like this:
- Company Core Values (15-30 min)
- List them in the agenda and discuss each one
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
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
Access the free agenda in Docs | Download all 50 for $47
One-on-One Performance Review Meeting Agenda
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
Access the free agenda in Docs | Download all 50 for $47
One-on-One Goal-Setting Meeting Agenda
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
Access the free agenda in Docs | Download all 50 for $47
How To Run A Remote One-on-One Meeting
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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:
Download These (And More) Meeting Agendas
Want to download these team meeting agendas in Google Docs or Word?
It’s part of our meeting agenda library that you can download here.
