Manager One-on-One Notes Form

Structured form for documenting one-on-one meeting notes, including wins, blockers, feedback, action items, and follow-up.

Meeting Context

• Meeting Date
  Select the date the one-on-one took place.
• Meeting Type
  Choose the closest meeting type.
• Who is completing this form?
  Select whether the notes are being entered by the manager or employee.
• Meeting Focus
  Select the main topics discussed. Use progressive disclosure in later sections based on what was selected.

Wins and Progress

• Recent Wins and Progress
  Summarize key accomplishments, completed work, or progress worth recognizing.
• Goals Advanced This Period
  Note any goals, projects, or milestones that moved forward.
• Recognition or Appreciation
  Capture any praise, recognition, or appreciation shared during the meeting.

Blockers and Support Needed

• Blockers or Challenges
  Describe anything slowing progress or preventing work from moving forward.
• Support Needed
  Describe any help, decisions, resources, or escalation needed.
• Current Risk Level
  Optional quick indicator of how urgent the blockers are.

Feedback and Discussion

• Feedback Shared by Employee
  Record feedback, concerns, or suggestions shared by the employee.
• Feedback Shared by Manager
  Record coaching, guidance, or feedback shared by the manager.
• Additional Discussion Notes
  Add any other important notes from the conversation.

Action Items and Follow-Up

• Action Items
  Add one row per action item so each next step has a clear owner and due date.
• Follow-Up Date
  Choose the date for the next check-in or follow-up.
• Follow-Up Notes
  Record anything that should be revisited at the next meeting.