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.
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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.