2025 1 On 1 Meeting Template
- Free downloadable and printable 1-on-1 meeting template
- Expert tips for managers
- Strategies to boost performance
- Agenda and actionables tracking
- Clear ownership of tasks and deadlines
Supercharge Your Team Dynamics with Our Free 1 on 1 Meeting Template
Do your one-on-one meetings deliver real value, or just tick a box? For growing UK businesses, effective team management is the bedrock of success. But busy managers are stretched thin, often lacking the tools to turn a routine check-in into a powerful meeting. This leads to disengaged employees, missed opportunities for development, and blockers that can fester and become major problems.
One-on-one meetings are probably the single most important tool in a manager’s toolkit. When done right, they build trust between managers and employees, align goals, and unlock an employees’ true potential. The key to unlocking this value, to help your team thrive, is structure. A well-designed one-on-one meeting agenda ensures critical topics are covered, and empowers both manager and employee to come prepared for a meaningful discussion.
That’s why we’ve created a comprehensive 1 on 1 meeting template, free to download and especially designed for UK managers and HR leaders like you. This is not just a blank template document, it’s a strategic resource designed to guide productive conversations, track progress, and help foster genuine employee development. Our free templates are designed to help you succeed. Download this one-on-one meeting template resource now and read the following guide to start having conversations that drive performance and build a stronger, more motivated team.
Why your one-on-ones are your secret management weapon
Many managers view one-on-one meetings as a simple status update. This is a huge mistake. A great one-on-one meeting is a dedicated, protected time for coaching, support, and strategic alignment. It’s the primary channel for building rapport and understanding what truly motivates each of your team members at work. In a fast-paced business, this dedicated time prevents small issues from escalating, and ensures your employees feel heard, valued, and supported.
The key goals of a one-on-one meeting go far beyond a simple work review. They are designed to:
1. Provide and receive feedback: This is a safe, regular space for two-way, direct feedback. It’s not about waiting for the annual performance review. It’s for offering timely, constructive guidance, and, crucially, asking for feedback on your own management and the support you provide.
2. Support employee development: This is the perfect forum to discuss career aspirations, identify skill gaps, and map out development goals. A manager’s key role is to help their employees grow, and this meeting is where that work happens.
3. Align on priorities and goals: Managers must ensure employees’ work is directly connected to team and company objectives. This helps employees connect their daily tasks to wider company goals. Here, you can review progress on key goals, remove any obstacles, and make sure everyone is pulling in the same direction.
4. Build trust and open communication: This is dedicated time for direct report. As a manager, by listening actively and showing genuine interest, you build the psychological safety needed for all your employees to be open and honest about their challenges.
Using a structured 1 on 1 meeting template ensures you consistently hit these key goals. It acts as a prompt, reminding any manager to move beyond tactical updates and engage in the strategic conversations that foster growth and high performance.
Crafting the perfect meeting: formats, styles, and agendas
There is no single “correct” way to run a one-on-one. The best format depends on your team, culture, and the individual employee. Some meetings are a tactical 30-minute check-in, others are a 60-minute deep dive into career development. The key is intentionality. While many generic templates exist, a great 1 to 1 meeting template provides a flexible framework you can easily adapt and use. Feel free to use our template to create other templates based on these principles and the specificities of your teams.How often should one-on-one meetings be held?
For most teams, a weekly or bi-weekly cadence is ideal. Weekly meetings are great for fast-moving projects, like a new product launch, or when onboarding new team members. Bi-weekly works well for more established roles. Monthly is often too infrequent, allowing issues to build up. However, consistency is more important than duration. A regular, focused 30-minute meeting is far more valuable than sporadic 90-minute meetings.
What should be included in a one-on-one meeting agenda?
The best practice is a collaborative agenda. Your 1-1 meeting template should have sections for both parties to add discussion points beforehand. This fosters ownership, and ensures the time is spent on what both parties think matters most. A great agenda will include topics like these:
- The Check-In: Start with a human note. Ask how the employee’s week is going personally and professionally, to build rapport.
- Their Topics: Let the employee lead. Ask them to share things like wins, challenges, and key discussion points first. This is empowering.
- Progress on Goals: Review progress against KPIs or OKRs. Discuss what’s going well and what support you need to provide.
- Your Topics: This is where you can provide feedback, share important updates, and align on upcoming priorities.
- Future Focus: Discuss career development and learning opportunities. This shows you’re invested in their future development.
Our printable 1 on 1 meeting template includes prompts for all these areas, making it easy to build a comprehensive and effective agenda every time.
Mastering the conversation: tips for productive dialogue
A great template is only half the battle. The quality of the conversation itself is what truly drives results. As a manager, your role is to facilitate an open, honest, and productive discussion. This means listening more than you talking. Your goal is to create an environment where your direct reports want to share their real challenges and ideas without fear of judgment.
So, how can you encourage open communication? It starts with your mindset. View the meeting as their time, not yours. Be curious and supportive. Ditch simple “yes/no” questions and embrace open-ended ones. Instead of “Is the project on track?”, try to ask “What progress have you made, and what roadblocks are you encountering?”.
Here are some tips to make your conversations even more powerful:
- Ask powerful, open-ended questions: Use questions that encourage reflection. Good examples include: “What’s on your mind this week?”, “What support do you want from me right now?”, “If you could change one thing about how our team works, what would it be?”.
- Practice active listening: Don’t just wait for your turn to speak. Listen to understand, not just to reply. Summarise what you’ve heard to confirm your understanding (“So, what I’m hearing is...”). Give them your full attention during this conversation.
- Give balanced and specific feedback: Feedback should be a core part of every one-on-one. Use the “Situation-Behaviour-Impact” (SBI) model to provide concrete, actionable feedback, both positive and constructive.
- Be a coach, not a problem-solver: When an employee brings you a challenge, resist the urge to immediately fix it. Instead, ask coaching questions like, “What have you already tried?”. This will help build their problem-solving skills.
The follow-up: from discussion to action
The conversation was great. You both leave the meeting feeling aligned. What happens next? This is where many one-on-one meetings fail. Without a clear system for follow-up and accountability, even the best discussions can amount to nothing. The meeting itself is just the beginning, the real work happens in the days and week that follow.
This is another area where a dedicated 1 to 1 meeting template is invaluable. It provides a written record of the discussion, and, most importantly, a clear list of actionable items. The final part of any effective one-on-one should be dedicated to summarising key takeaways, and agreeing on next steps. Who is doing what, and by when? Documenting these points is non-negotiable.
Here are the best practices for follow-up and action items post-meeting:
- Document everything: Use your template to jot down key discussion points, decisions, and agreed-upon action items.
- Assign clear ownership and deadlines: Every action item must have a single owner (the employee or the manager), and a realistic due date. Vague actions are useless.
- Share the notes: After the meeting, share the completed template or a summary of notes with your employee to ensure you’re both on the same page.
- Review previous actions: The very first step of your next one-on-one should be to check and review the action items from the last one. This regular check on progress is vital. It closes the loop, and sets a clear focus for the new week.
By turning your one-on-ones into a continuous cycle of discussion, action, and review, you create a powerful engine for performance and development. Our template is designed to make this process the best way to manage your team members and make progress on the key drivers of success.
What’s in our free 1 on 1 Meeting Template?
- A customisable, printable agenda structure, with sections for employee and manager talking points.
- Prompts and example questions to guide conversations around performance, goals, and career development.
- A dedicated section for providing and receiving constructive feedback in a structured way.
- An integrated action item tracker to document next steps, owners, and deadlines, ensuring clear follow-through.
Download this resource to:
Save time and reduce admin
by using a proven, ready-made meeting framework.
Boost team performance and engagement
through consistent, meaningful, and future-focused conversations.
Develop your people
by creating a dedicated space to discuss career goals and support their professional growth.
Build a culture of trust and accountability
where feedback is shared openly and commitments are always followed up.
FAQs
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What is the main difference between a one-on-one meeting and a performance review?
A one-on-one is a frequent, informal coaching conversation about current work and ongoing development. In contrast, performance review meetings are a more formal, backward-looking evaluation held once or twice a year. You can learn more about elevating your review process in our guide on performance management.
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My direct reports are quiet. How can I get them to open up?
Building psychological safety is key. Be consistent with your meetings, always follow through, and ask open-ended questions. Sharing your own challenges can also make it easier for your direct reports to be open. Improving team well-being is a great start. Discover more on this in our employee wellness guide.
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Should I use the same 1-1 meeting template for every employee on my team?
Our template is a strong foundation, but you should absolutely tailor it. Some employees may want to spend more time on career development, while others need to discuss tactical challenges. Use the core structure, but collaborate with each employee to decide which topics are most important for their dedicated time.
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What should we do if we always run out of time to cover everything on the agenda?
This is a common challenge. Prioritise the agenda beforehand with your employee’s input. If it’s a recurring issue, consider lengthening the meeting from 30 to 45 minutes. Alternatively, be strict about tabling less urgent topics for the next discussion. The goal is a quality discussion, not just finishing a list.
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How can I ensure compliance with HMRC requirements when offboarding employees?
You must provide the leaving employee with a P45. Also, if the employee is leaving on or before the 5th of April, they should not receive a P60 for that tax year. For more on this, read PayFit’s article on What is a P60? And who should get one?.
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How does effective one-on-one management connect to things like pay and bonuses?
Regular one-on-ones provide a continuous record of performance and progress. This data is incredibly valuable for formal reviews and compensation decisions because it removes bias and provides a holistic view of an employee’s contributions. Learn how Payfit simplifies this with dedicated performance tracking and people management features on our payroll software page.
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Where can I find more resources for managers on team development?
PayFit is passionate about helping UK businesses build incredible teams. For more insights on everything from onboarding to employee engagement and leadership, we highly recommend exploring the extensive resources available on the PayFit Blog.
