Top 10 One-on-One Report Templates

One-on-One Reports are essential for maintaining clear communication and building strong relationships, whether in a professional setting with your team or in personal development with a mentor. They provide a structured way to track conversations, set goals, and reflect on progress. A One-on-One Reports template in Notion can streamline this process, ensuring that each meeting is productive and that no important details are overlooked.

Before you dive into creating your own One-on-One Reports, take a look at these Notion templates to make the process smoother and more efficient.

What Should One-on-One Reports Templates Include?

Choosing the right One-on-One Reports template in Notion can streamline the way you manage and document individual meetings. Here are key components to look for in an effective template:

Clear Objectives: The template should have a dedicated section for outlining the goals of the meeting. This ensures both parties are aligned and focused.
Action Items: A good template will include space to record action items and assign responsibilities, helping track progress over time.
Feedback Mechanisms: Look for templates that facilitate feedback sharing, which is essential for growth and development.
Follow-up Dates: Ensure the template allows you to set future meeting dates, which is vital for maintaining continuity.

Selecting a template with these components will not only improve the efficiency of your one-on-one meetings but also enhance their overall effectiveness.

What Should One-on-One Reports Templates Avoid?

Choosing the right One-on-One Reports template in Notion is essential for effective communication and record-keeping. However, certain elements can detract from the template's usefulness. Here are three key components to avoid:

Overly Complex Layouts: Templates with too many sections or complicated structures can be confusing and time-consuming to fill out, detracting from the main conversation.
Irrelevant Metrics: Avoid templates that include irrelevant performance metrics which do not align with the specific goals of the one-on-one meetings.
Fixed, Non-Customizable Fields: Templates that do not allow customization can limit the ability to address unique topics relevant to each employee, making the reports less effective.

When selecting a template, focus on simplicity, relevance, and flexibility to ensure it enhances the quality of your one-on-one meetings rather than hindering them.

1One-on-one Meeting Notes

Easy-to-use Notion template for managing 1-on-1 meetings with your team members. It helps you plan agendas, remember talking points, and follow up on action items. Stay organized and communicate better with this template!

A template preview for One-on-one Meeting Notes

21:1 Notes

This template is perfect for keeping all of your 1:1 notes and docs in one place. You can add dates to each meeting and even check off action items as the week progresses.

3Quick 1:1 meeting notes

Easily prepare for your one on one meetings with this quick meeting notes template. The template button automatically create prompts for your talking points, meeting notes, and action items. Use this template to simplify note-taking and always be ready for your next meeting.

A template preview for Quick 1:1 meeting notes

41 to 1 Check-in

Enhance the productivity of your 1-to-1 meetings by employing this template to track goal progression, set weekly priorities, share key updates, seek inputs, and exchange feedback. It encourages a two-way communication, ensuring that both manager and employee collaborate effectively.

5First 1:1 Questionnaire

Lara Hogan writes: "In the last few years, I’ve had the pleasure of kicking off lots of new reporting relationships with both engineers and engineering managers. Over time, I’ve learned that getting some particular data during an initial 1:1 can be really helpful, as I can refer back to the answers as I need to give a person feedback, recognize them, and find creative ways to support them." This template converts her questions into a Notion format.

A template preview for First 1:1 Questionnaire

61:1 meeting docs

As a manager, you can use this template to organize all of your running 1:1 docs with your direct reports.

71:1s for Engineering Managers

The template provides you a structured way of keeping all the information of past and future 1:1 meetings with your direct reports. You can add your agenda items, what is going good and bad, feedback as well as other notes. I recommend starting with the question: How are you feeling this week? Your report would then specify their feeling this week from 1 to 5.

A template preview for 1:1s for Engineering Managers

8Manager & Report

This template helps managers and reports stay on the same page. It allows you to keep track of what happened in your 1-1 meetings, track action items, follow goals, and share important resources. It also includes a helpful list of prompts for when you're struggling for content in your 1-1 meeting.

9Remote one-on-one

Use this template to keep a running history of all your one-on-one meetings with a teammate. You can create this page in the Private section of your sidebar and share it with just the other person. It will then appear under Shared and only be accessible to the two of you.

A template preview for Remote one-on-one

10One-on-one meeting

An easy-to-use template for tracking 1x1 conversations with your team members. Use the "Add 1x1" button to generate a new meeting template whenever you need one. Move old conversations into the archive as you create more.

A template preview for One-on-one meeting

Closing Thoughts

Utilizing these templates streamlines the process of tracking and managing individual meetings, ensuring nothing slips through the cracks. They provide a structured way to document discussions and follow-ups.

Implementing these tools in your workflow can significantly enhance communication and productivity within your team. Start today to see the benefits firsthand.

What is a Feedback Loop?

A feedback loop in one-on-one reports refers to the process of giving and receiving feedback between a manager and an employee to foster continuous improvement and communication.

What is a Performance Benchmark?

Performance benchmark in the context of one-on-one reports is a standard or point of reference against which the performance of an individual can be measured or assessed.

What is an Action Item Tracker?

An action item tracker is a tool used in one-on-one reports to list tasks assigned during meetings, tracking their progress and completion to ensure accountability and follow-through.