Prep Time:
Time to Run:
30 min

One-on-One Template

Build trust, problem solve, and be radically candid.

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About the one-on-one template

This template makes it easy to provide a useful and engaging structure to your regular one-on-one meetings. Whether you’re a manager or an employee, this One-on-one Meeting template makes your meetings more transparent and useful over the long term, as you track changes or accomplishments, go over any concerns, and outline next steps.

Also included are dedicated spaces for check-ins and check-outs, which help break the ice and get the conversation flowing, as well as make action items clear as you bring the meeting to a close.

5 reasons why one-on-one meetings are important

1.  Improved communication

One-on-one meetings between managers and employees can help to improve communication within a company. These meetings provide an opportunity for managers to give employees feedback on their performance and for employees to ask questions or express concerns. Also, when done right, these meetings can help to build relationships between managers and employees, which can improve communication overall.

2.  Increased productivity

One-on-one meetings can also help to increase productivity within a company. These meetings allow managers to identify any issues that employees may be having and provide them with the resources they need to overcome these issues. Additionally, one-on-one meetings give employees a sense of ownership over their work, which can lead to increased motivation and productivity.

3.  Improved morale

Another benefit of one-on-one meetings is that they can improve morale within a company. One-on-one meetings show employees that their managers are interested in their development and are willing to invest time in them. Not only that, but one-on-one meetings provide employees with an opportunity to receive recognition for their accomplishments, which can boost morale.

4.  Greater engagement

One-on-one meetings can also lead to greater employee engagement. These meetings allow managers to get to know their employees on a personal level, which can make employees feel more valued and appreciated, improving connection and ultimately collaboration. One-on-one meetings also give employees a chance to provide input on company decisions, which can make them feel more invested in the company’s success.

5.  Lower turnover

Finally, one-on-one meetings between managers and employees can help to reduce turnover within a company. These meetings provide employees with the opportunity to voice their concerns and have them addressed promptly. And, one-on-one meetings give managers the chance to identify any red flags that may indicate that an employee is considering leaving the company.

Related: How to Run your Best One-on-One Meeting Yet

How to use the one-on-one template

This template is free and easy to adapt to your needs. You can use it as-is by simply filling out the sections as prompted by the instructions included within the template, or you can modify it to fit your specific needs.

To begin, define your:

  • Purpose for having the regular meeting (group and individual goals)
  • Preferred style of communication
  • Subject or interests inside or outside of work
  • Schedule for these meetings

Once you have an overarching understanding, it’s time to dive into the specifics. The template comes with three prefabricated sections, each one meant to be used for a single meeting (you can copy and paste them as many times as you’d like, and take advantage of MURAL’s infinite canvas to keep all your meeting information in one place).

At the top, add your agenda items and recurring tasks asynchronously (before the meeting starts), so that you know what you’ll discuss.

To kick off the meeting, pick a check-in question (or two), and then move on to your agenda items. Once you have covered these, you can talk through any related or off-topic items using the sticky notes below, before running a check-out to make sure that you’re aligned on everything until the next meeting.

How to create a One-on-One Template

One-on-One Template Frequently Asked Questions

How should I set up a document for one-on-one meetings?

How can I improve my one-on-one meetings?