One-to-one meeting notes
A repeatable record for a useful, confidential check-in.
Open on a laptop or print a clean copy for your notes.
One-to-one meeting notes
Use the form to prepare a meeting, not to collect unnecessary personal information. Agree which notes are shared and follow your organisation’s approach to sensitive records.
Name or project: ____________________________________ Date: __________________
Progress and useful wins
What changed since our last conversation? What work should be recognised?
Priorities and expectations
Which outcomes matter most before the next meeting? How will we know they are complete?
Blockers and support
What is getting in the way? Which decision, resource or introduction would help?
Development and feedback
What could the person practise next? What feedback would help them improve?
Agreed next steps
Record action, owner, date and the next check-in.
How to use this worksheet well
Keep answers specific and manageable. Use the questions as prompts, not a form that must be filled perfectly. Where other people are involved, invite their perspective and agree any actions together.
For example: A manager uses the form to capture an agreed deadline and a support request. They do not record private medical details or irrelevant personal impressions.
For the full method, read the related guide. These worksheets are general educational resources, not legal or formal HR documents.