Template

Agent One-to-One Meeting Template

by Agnes Schooling, from the Community

10+

Use this template to structure effective one-to-one meetings between team leaders and agents. Capture discussion points, follow-up actions, and completion status from the previous session. Record productivity feedback (tagging, after-call work, emails), quality scores and bonus qualifiers, behaviors, attendance and timekeeping, and bonus outcomes. Set goals for the month, note career interests, and obtain sign-off from both parties. Optionally send the completed form to Human Resources.

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 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
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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+
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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+
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Template
Back of House One to One Meeting Checklist
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.
by Stuart Marden, from the Community
Downloads: 20+
Get

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

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

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

Back of House One to One Meeting Checklist

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.

by Stuart Marden, from the Community

20+

Get

Agent One-to-One Meeting Template

About author

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One-to-One Meeting Template

One-to-One Manager Meeting Template

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Back of House One to One Meeting Checklist

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One-to-One Meeting Template

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