One on one meeting - Excel template

Excel gives you the advantage of its CRM-like features. You can have columns for meeting date, task assigned etc. This helps you maintain the entire meeting very well. A good overall template that you can use is:

#1 - Discuss (15 mins)

• Pineapple on Pizza. Yay or Nay? 😇
• What has been the work highlight/lowlight from the past week?
• Are you happy with our level of communication? How would you change it?
• Do you want less feedback from me or more?
• Do you feel like your ideas are being considered?
• Was there a recent team discussion where you did not get to share your thoughts?
• What can we do to improve our planning & goal setting exercises?

#2 - Wins (5 mins)

• What about work, culture, or how the team is run do I need to pay closer attention to as a leader?
• What is #1 product feature we should fast track / build soon?
• What is 1 thing we did well in the past 3 months? What could we have done better as a team last month?
• How are we doing as a team on diversity, equality & inclusion (gender, age etc)
  

#3 -Blockers, if any (10 mins)

• Don’t miss this opportunity to understand how the team member is doing. Some great questions:
• Are you worried about the progress of any team projects?
• How’s life outside work? All good?
• Are you clear about your goals for this quarter? What needs clarity?
  

#4 or #1 - Pending from last time (5 mins)

Include any action items on you or the team member from the last meeting here.