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One On One Meeting: Sample Questions and 2 Best Agenda Templates

Open and frequent communication is the key to any relationship. It is especially important to a manager or supervisor and their direct reports, and this is usually achieved through one on one meetings. This article helps you prepare for this type of meeting by providing sample questions and a high quality one on one meeting template.

 

 

Part 1

A supervisor usually conducts a one-on-one meeting with a staff member to find out how they are at that moment. It is also done to keep track of the employee’s performance and if they are meeting their targets and goals. A 1-on-1 is an excellent opportunity to discuss any problems or issues that are hindering the employee from achieving their goals.

On the part of the supervisor, the one-on-one meeting is a great opportunity to conduct coaching and to provide feedback to a staff member.

The value of these meetings lies in the fact that they present an opportunity for the supervisor and the employee to communicate on a personal level. This increases the employee’s feeling of involvement and allows them to feel more confident in performing their job.

The interval between meetings shouldn’t be more than two weeks. However, if the circumstances within the organization mean this is not possible, no longer than one month should elapse between meetings. The meetings shouldn’t take more than 30 minutes, and should not be take an excessive amount of the supervisor’s or the employee’s time.

Here are some ways on how to make one-on-one meetings productive:

  1. Have a regular schedule for the one-on-one meetings and commit to it. While meeting on an ad-hoc basis can sometimes be a good idea, the supervisor and the employee will be much better prepared for the meeting if they know when it is going to happen in advance. There may be times that the one-on-one meeting will need to be rescheduled due to other pressing matters. If it’s necessary to change the time of a meeting, it’s important that supervisors don’t make their staff feel that their meeting is a dispensable part of the schedule.
  2. The supervisor should not dominate the discussion. This session is conducted to monitor how the employee is doing and to clarify anything that may seem vague to them. The key to making this one-on-one meeting as effective as possible is to allow both the supervisor and the employee to feel comfortable. The supervisor can get the most out of it by making the conversation less formal and thus more substantive.
  3. Encourage the employee to raise issues. This way, both the supervisor and employee can think of ways to better address any problems.
  4. Document everything discussed during the meeting by using a one on one meeting template. Using a template will makes the job easier. The template is structured into fields, columns, and rows that the supervisor can complete instead of having to write a full narrative of the discussion. One-on-one meeting templates may be in Word or Excel formats, depending on which option the supervisor prefers to use. The organization may also prescribe a uniform template to be used by everyone.

Lastly, the supervisor should give the employee his full, uninterrupted attention during the one-on-one meeting. 
Part 2

One On One Meeting Template: Free Download

one on one meeting

Click Here to Download One On One Meeting Agenda Template DOCX

 

one on one meeting 2one on one meeting 2 screen p2

Sample Questions: Click Here to Download One On One Meeting DOC

ProsperForms — Software for Daily and Weekly Status Reports
Fluxes — Project and Task Management Software
Springs — Personalized Reminders for Work (create reminders for yourself and for your team members)

 

 

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Templates on ProsperForms:

pre one on one meeting questions

Edit and use this template

 

post one on one action items

Edit and use this template

 

ProsperForms — Software for Daily and Weekly Status Reports
Fluxes — Project and Task Management Software
Springs — Personalized Reminders for Work (create reminders for yourself and for your team members)
meeting agenda

Edit and use this template

 

meeting minutes

Edit and use this template

 

meeting minutes with decisions and action items

Edit and use this template

 

Part 3

How to Make Meeting Agendas and Minutes 10x Easier

How to configure online meeting agendas and/or meeting minutes on ProsperForms:

Step 1: Create a “Meeting Agenda” or “Meeting Minutes” applet.

Step 2: Users will click the “Open Submission Form” button to fill it in and submit it.
Participants can comment on a meeting agenda in its comments section, which ensures the right context for discussion and further reference.

ProsperForms — Software for Daily and Weekly Status Reports
Fluxes — Project and Task Management Software
Springs — Personalized Reminders for Work (create reminders for yourself and for your team members)

Info such as the date and the name of the person will be added automatically.

Step 3 (Optional): Print it.
(Skip this step if you share meeting agendas and minutes online and don’t print them.)

Benefits:

  1. Make meeting agendas and minutes instantly available to the meeting participants.
  2. Save time with auto completion:
    Fields such as date, name, formatting, etc. are inserted automatically by software.
  3. For regular meetings:
    Configure recurrence and assign people who will receive automatic reminders to create and share upcoming meeting agendas and/or minutes.
  4. For irregular meetings:
    Start your agenda with info about the meeting date, time and place and this will work as mass-notification: ProsperForms will automatically send emails to all participants as soon as you submit it.
  5. Improve meeting agendas with the option to gather info for the upcoming meeting agenda from participants.
  6. Easy sharing:
    Meeting agendas and minutes can be either
    — exported to files and printed;
    shared online with selected people (in this case, an email with the full text of the meeting agenda will be sent automatically to those with “View” permission); or
    — shared online team-wide (the latest meeting agenda will be available online and a notification email will be sent automatically to each team member).

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Part 4

How to Spend Less Time on Meetings?

How to use ProsperForms for status reports:

  1. Peace of mind: No one forgets to fill in their status reports because ProsperForms automatically sends timely reminders according to the recurrence schedule you chose.
  2. Increase workplace satisfaction by improving transparency:
    Each status update has a separate section for comments, which is used by team members to clarify information, including upcoming goals, and by leaders to provide feedback and coordinate better without micromanagement.
  3. Use status reports for future reference and decrease time and efforts spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
  4. Spend less time on meetings by making them more productive because everyone is on the same page at all times.

How to configure status reports on ProsperForms:

Step 1:

  • Create a “Status Report” applet.
  • Setup reminders if you want your team members to receive automatic reminders when their reports are due.
  • Configure who will submit reports by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.

form template

Data such as the report type, date and name will be added automatically.

As soon as a new status report is added, participants with “View” rights can view it in real time.

Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)

Click “Generate Report”.

how to export your status report

 

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Part 5

Additional Resources

  1. How to Conduct an Effective Staff Meeting: Free Sample Agenda
  2. How to Run a Leadership Meeting + Free Template Download
  3. A Successful Team Meeting: How-to’s and Free Templates