Template

Back of House One to One Meeting Checklist

by Stuart Marden, from the Community

20+

Use this practical one to one meeting template for back of house teams. Review last weeks action points, log internal and external calls, record latest BOH results and current month totals, confirm monthly summaries and focus points are on display, and ensure customer quality items are visible with analysis. Capture staff training needs, maintenance issues and any other business. Add photos and signatures for accountability.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
One-to-One Manager Meeting Template
Use this one-to-one manager meeting template to run consistent weekly one on ones. Record the date, owner, and location; review objectives and progress; surface issues or concerns; identify training and support needs; and capture next steps with sign off. Ideal for teams seeking structured performance conversations across departments.
by Ryan Hegarty, from the Community
Downloads: 10+
Get
Template
One-to-One Meeting Template
This one-to-one meeting template helps managers and employees run focused check-ins and document progress. Capture personal achievements, set 12‑month goals, review work wins and challenges, identify training needs, and rate overall satisfaction. Record discussion notes, action items, and follow-ups, plus comments and signatures from both parties. Customize and use in SafetyCulture to standardize conversations, improve support, and track outcomes across teams.
by Mauricio Silva, from the Community
Downloads: 0
Get
Template
RGM One-on-One Discussion Template
Use this RGM one-on-one discussion template to structure performance conversations between district managers and restaurant general managers. Review sales drivers, labor control, food cost and cash analysis, QA and health standards, guest surveys, and operational pathing. Plan shift leader meetings, readiness tasks, and weekly checklists. Capture goals, action items, training and manpower updates, and signatures to drive accountability and store results.
by Dennis DeRouen, from the Community
Downloads: 10+
Get
Template
Monthly and Weekly Retail One-on-One Meeting
This one-on-one meeting template is designed for retail teams to facilitate weekly and monthly performance check-ins. Capture the period under review, document sales targets, UPT, basket size, shrinkage control, and merchandising standards. Track punctuality, housekeeping, strategy awareness, and implementation of promotions, markdowns, and price changes. Record participation in innovation, deadlines and reporting, and engagement programs like friends and family sign-ups and linking. Use the 1–5 scale to rate results and calculate an overall score to guide coaching, development, and next steps.
by Justin Van Zyl, from the Community
Downloads: 10+
Get

One-to-One Manager Meeting Template

Use this one-to-one manager meeting template to run consistent weekly one on ones. Record the date, owner, and location; review objectives and progress; surface issues or concerns; identify training and support needs; and capture next steps with sign off. Ideal for teams seeking structured performance conversations across departments.

by Ryan Hegarty, from the Community

10+

Get

Template

One-to-One Meeting Template

This one-to-one meeting template helps managers and employees run focused check-ins and document progress. Capture personal achievements, set 12‑month goals, review work wins and challenges, identify training needs, and rate overall satisfaction. Record discussion notes, action items, and follow-ups, plus comments and signatures from both parties. Customize and use in SafetyCulture to standardize conversations, improve support, and track outcomes across teams.

by Mauricio Silva, from the Community

Get

Template

RGM One-on-One Discussion Template

Use this RGM one-on-one discussion template to structure performance conversations between district managers and restaurant general managers. Review sales drivers, labor control, food cost and cash analysis, QA and health standards, guest surveys, and operational pathing. Plan shift leader meetings, readiness tasks, and weekly checklists. Capture goals, action items, training and manpower updates, and signatures to drive accountability and store results.

by Dennis DeRouen, from the Community

10+

Get

Template

Monthly and Weekly Retail One-on-One Meeting

This one-on-one meeting template is designed for retail teams to facilitate weekly and monthly performance check-ins. Capture the period under review, document sales targets, UPT, basket size, shrinkage control, and merchandising standards. Track punctuality, housekeeping, strategy awareness, and implementation of promotions, markdowns, and price changes. Record participation in innovation, deadlines and reporting, and engagement programs like friends and family sign-ups and linking. Use the 1–5 scale to rate results and calculate an overall score to guide coaching, development, and next steps.

by Justin Van Zyl, from the Community

10+

Get

Back of House One to One Meeting Checklist

About author

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One-to-One Manager Meeting Template

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Monthly and Weekly Retail One-on-One Meeting

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One-to-One Manager Meeting Template

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