One-on-One Basic Meeting Agenda Template

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A one-on-one meeting is typically held between an employee and their manager. Since these meetings are employee-focused, they provide an important chance for you to improve employee engagement and productivity. For the employees, it is equally beneficial as it helps them receive personalized guidance from their boss or mentor to grow in their roles.

Even though these conversations can be casual, using an agenda will save time, help you prioritize topics, monitor progress, and give structured feedback. With agenda items for both the manager and the employee, the one-on-one meeting agenda template at WordLayouts helps you strengthen professional relationships while providing a venue for a balanced conversation with your direct report. 

The template is developed for personalized discussions that help both employees and managers make the most out of a one-on-one session. It is neatly divided into sections where you can write down the date, time, and location of the meeting. After the welcome and introduction, you can proceed to review the previous meeting for follow-up. Any key announcements that affect the employee personally, such as changes in working hours or new criteria for employee evaluation, etc., can be discussed next.

The main discussion topics are focused on individual goals and feedback. They can include issues affecting the productivity of the individual or providing constructive feedback on recent performance and acknowledging the employee’s strengths. The template also includes a section for action items and next steps. Here you can discuss items such as scheduling time for a new training, testing a new software, or arranging meetings with other colleagues to discuss project progress, etc. 

The meeting agenda then includes an open floor for questions for the individual to discuss any concerns or their own topics. The open floor time allows the employees to discuss their expectations and challenges and ask for advice. You can end the meeting with a summary and any remarks about individual progress. 

This editable template can be easily personalized. You can add the logo of your company and the name of the company. The fields are customizable and you can add or remove any sections and tailor each session to your specific needs. The template can be used for both in-person and virtual meetings and is available in DOCX, DOTX, Google Docs, and ODT formats. 

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