Free project template
Recurring 1-on-1 meeting checklist with every task back on the list when it's due
A regular 1-on-1 with a direct report: a shared running agenda, the meeting itself and actions that actually get done.
- 4 sections
- 12 tasks
- Opens as a list
- Repeats on its own
1-on-1: [name]
Meeting
- 1-on-1Every 2 weeks
- How are you, really
- Their topics first
- Your topics
- Progress on their goals
- Agree actions and owners
- Talk about growth and careerEvery 3 months
Agenda
- Their topic: [add here]
- Your topic: [add here]
Actions
- [Action] ([owner])
Notes to remember
- Things they said matter to them
- Wins to mention in their review
About this template
A 1-on-1 belongs to the report. Status updates can go in a message. It goes stale when there is no agenda and the same topics roll over for months.
The meeting repeats every two weeks with its steps inside. Between meetings, both of you add topics to the agenda section, and actions sit in their own section with owners.
Tips from the template
- Name the project after your report and share it with them.
- Add topics to the agenda the day they come up, so the meeting starts with a list.
- Start every meeting with their topics.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find 1-on-1 meetings and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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