Staff one-to-one meeting record
Keep a useful shared record of a staff check-in and the actions both people agreed.
Use it for a regular conversation between a staff member and their manager or team lead.
Edit the fields and wording, then type your answers or print.
Download PDFPrint and fill in by hand.
Free to use and adapt · 1 page · A4 · No signup
What’s in the form?
- Staff member, manager or team lead and meeting date
- Progress, successes and support needed
- Priorities and topics to discuss
- Three agreed actions, clarification notes and next check-in
Make it your own
Change the prompt headings in Word to suit your team. Let both people add topics, capture agreed actions in clear language and note any point that needs clarification. Set the next check-in date before finishing.
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