Template

One-to-One Manager Meeting Template

by Ryan Hegarty, from the Community

10+

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.

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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
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+
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Template
One on One Employee Coaching Form
Use this one on one employee coaching form to guide structured conversations with direct reports. Record performance concerns across metrics and KPIs, behavior, safety and work environment, customer service, rules and regulations, and attendance. Add detailed notes, agree on action steps, and set a follow-up review date. Capture signatures from the employee and supervisor to confirm completion. The template can be customized in SafetyCulture, cascaded to leaders, and restricted with appropriate access and editing permissions.
by Twinique Megginson, from the Community
Downloads: 0
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Template
Stockloss One on Ones Meeting Template
Use this Stockloss one on ones template to guide focused one to one discussions with team members about the Stockloss Action Plan, shrink trends, and current stock losses. Review progress on actions, identify gaps, agree preventive measures, and record clear commitments to reduce future losses. Capture who is responsible, timelines, and any disciplinary expectations tied to non compliance. This template helps standardize conversations, improve accountability, and drive consistent loss prevention across retail stores.
by Justin Van Zyl, from the Community
Downloads: 10+
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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

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

Template

One on One Employee Coaching Form

Use this one on one employee coaching form to guide structured conversations with direct reports. Record performance concerns across metrics and KPIs, behavior, safety and work environment, customer service, rules and regulations, and attendance. Add detailed notes, agree on action steps, and set a follow-up review date. Capture signatures from the employee and supervisor to confirm completion. The template can be customized in SafetyCulture, cascaded to leaders, and restricted with appropriate access and editing permissions.

by Twinique Megginson, from the Community

Get

Template

Stockloss One on Ones Meeting Template

Use this Stockloss one on ones template to guide focused one to one discussions with team members about the Stockloss Action Plan, shrink trends, and current stock losses. Review progress on actions, identify gaps, agree preventive measures, and record clear commitments to reduce future losses. Capture who is responsible, timelines, and any disciplinary expectations tied to non compliance. This template helps standardize conversations, improve accountability, and drive consistent loss prevention across retail stores.

by Justin Van Zyl, from the Community

10+

Get

One-to-One Manager Meeting Template

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One-to-One Meeting Template

Back of House One to One Meeting Checklist

One on One Employee Coaching Form

Stockloss One on Ones Meeting Template

You might also like

One-to-One Meeting Template

Back of House One to One Meeting Checklist

One on One Employee Coaching Form

Stockloss One on Ones Meeting Template