Welcome Reader! You're likely here for one of 2 reasons:
1. My ingenious SEO manipulation helped you arrive here due to this post title.
2. We've talked about how I structure my 1:1s and you'd like the template.
If you simply want the template without explanation, click here for the Template.
Otherwise, see below for how I use the template and why it works.
Workflow for a 1:1 Meeting
Before the Meeting (Meta)
- The cadence (generally weekly if we work together closely, up to as far as monthly).
- The length of the meeting (generally 25min with a few exceptions)
- I'll schedule a recurring invite (I keep it something that they can edit
Before Each Session
- Copy the dated meeting block for todays date.
- Copy over any bullets from Next into the Results / Discussion
- Try to add something fun at the end under Items of Interest
The end result will look something like this:
During of the Meeting
Start of the session
"Here's the template I use for 1:1s, during the week you're welcome to add any bullets you want to the Next section.
About 45min before our 1:1 I'll copy over anything you've written there, along with my notes into the outline for our next meeting"
"I'm going to share my screen and run through the outline"
Working the Outline
Like a newscaster, I read the bullets in the doc.
The intention is for the other participant to ask questions if needed.
✅ Did the thing! Working as intended.
⚠️ Something’s wrong
- 🎉 This is a win, let's discuss
- 🔴 We're blocked on this
Bad Action Item: Complete quarterly objective Good Action Item: Generate new JIRA epic to outline quarterly objective work.
One of these items is measurable in a binary Done/Not Done way - The other will be a recurring item that is mostly ignored from session to session.
If working in Google Docs, `@task` will allow assignment of a task directly into my Google Tasks list.
Items of Interest
After the Meeting
Updating the Top Page
I've found this list to be especially helpful during self-review and manager lead review.