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One-on-One Meeting Record

Record the team member's perspective and the actions both parties agree to take. Respect the stated sharing scope when saving or distributing the record.

One-on-One Meeting Record

Meeting date
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Team member
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Manager / meeting partner
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Who may access this record
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Next review date
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Topics for this meeting

Topics to discuss
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Follow-up from last meeting

Previous agreementCurrent statusRemaining issues
———

Team member's situation

Recent situation
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What is going well
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Difficulties
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Priorities & support needed

Team member's priorities
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Support needed
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Agreed actions

Action / supportOwnerDue dateWhat to review next time
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