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Run: Manager One-on-One Notes Form

A manager one-on-one notes form for capturing meeting context, wins, blockers, feedback, and follow-up in one place. Use it to keep recurring 1:1s consistent...

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Meeting Context

Meeting Date (required)

Select the date the one-on-one took place.

Meeting Type (required)

Choose the closest meeting type.

Who is completing this form? (required)

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.

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