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How to run the most effective one-on-one meeting [+Template]
Build trust and and alignment with this one-on-one meeting template
1:1 Notes for Direct Report
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1:1 Notes for Direct Report

Expand and collapse the bullets below to see a template to follow for each meeting. For the next meeting, just copy and paste the folded 1:1 Notes and change the date!

1:1 Notes for
@Evan Davies
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-
Apr 1, 2020
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Topics

Go over quota
Feedback on new product launch
Offsite travel plans

Goals

Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes

Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items


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Add an Action Item
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Item
Date
Owner
1
Add myself to HR planning meeting this week
4/1/2020
PR
Polly Rose
No results from filter
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1:1 Notes for
@Evan Davies
⁠
-
Mar 25, 2020
⁠
⁠

Topics

Go over quota
Feedback on new product launch
Offsite travel plans

Goals

Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes

Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items


⁠
Add an Action Item
⁠
⁠
Item
Date
Owner
1
Send deck for kickoff meeting to sales team
3/25/2020
Evan Davies
No results from filter
⁠


1:1 Notes for
@Evan Davies
⁠
-
Mar 18, 2020
⁠
⁠

Topics

Go over quota
Feedback on new product launch
Offsite travel plans

Goals

Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes

Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items


⁠
Add an Action Item
⁠
⁠
Item
Date
Owner
1
Work with finance to revise Brian's quota
3/18/2020
Evan Davies
2
Hire an account coordinator to support Brian
3/18/2020
Evan Davies
No results from filter
⁠

1:1 Notes for Evan Davies - Apr 1, 2020
Topics
Goals
Notes
Action Items
1:1 Notes for Evan Davies - Mar 25, 2020
Topics
Goals
Notes
Action Items
1:1 Notes for Evan Davies - Mar 18, 2020
Topics
Goals
Notes
Action Items
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