One-on-one meeting framework
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Review goals

Track performance goals and growth.
When tracking growth, we generally follow these steps:
Decide on a frequency for setting and checking in on goals (weekly? monthly? quarterly?).
Identify if these goals are already set appropriately elsewhere (and can be embedded / linked / copied) or if this is a unique list.
Decide who will conduct the evaluation—employee, manager, joint, or both independently.
Review goal progress from weekly discussion notes.
Clear sample data
and input your own goals when you’re ready to get started.
My goals this quarter
0
Goal
Expected outcomes/metrics
Progress (1-10)
Discussion notes
Notes from manager
1
Launch deployment of X feature
00
7
Open
2
Launch Y product by the end of the quarter
00
4
Open
3
Create wireframes for Z
00
3
Open
4
Set up B team
00
9
Open
5
Draft proposal for A
00
3
Open
6
Revise schedule for C
00
5
Open
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