One on One Agenda Outline for Manager-Employee Meetings

Outline for Meeting with Your Direct Reports

The following is a sample template to use your direct reports (those who report to you). This template is designed to serve as a meeting agenda for managers to use on a routine basis—weekly, every two weeks, or monthly.

Our Company’s Core Values

  1. Integrity
  2. Excellence
  3. Innovation
  4. Trusted Advisor
  5. Attorney & Staff Satisfaction
  6. Teamwork

Ratings:

+ means “consistently present”
+/- means “sometimes present”
– means “rarely present”

Note to supervisor: Learn how to do this by reading chapter 4 (“The People Component: Surround Yourself with Good People”) of Traction: Get a Grip on Your Business, by Gino Wickman.

Essential Skills for This Position

  • Written communications
  • Phone communications
  • Java programming
  • Project management

Ratings:

+ means “consistently present”
+/- means “sometimes present”
– means “rarely present”

Note to supervisor: These are the skills listed in the job description for this position. They will vary for each position.

Your 1-Year Plan for Your Key Responsibilities

  • 1 Year Goals:
    • Complete Project A
    • Complete Project B
    • Complete Project C
  • Milestones & Dates:
    • Complete Phase 1 of Project A by March 3
    • Complete Phase 1 of Project B by June 11
    • Complete Phase 1 of Project C by May 1
  • Should be Completed by Our Next Meeting:
    • Complete Task 1-4 of Project A
    • Complete Task 1-4 of Project B
    • Complete Task 1-4 of Project C

Note to supervisor: This section is highly customized for a person’s projects, goals, and duties. If a person has a quota or expectations regarding completing work, you would review their progress here.

Your Dreams

What are your personal dreams (bucket list)? Here are some example areas:

  • Learning
  • Adventure
  • Family
  • Volunteer
  • Financial
  • Life Goals
  • Physical

Note to supervisor: Learn how to do this by reading The Dream Manager, by Matthew Kelly. Then consider how you can help your direct report pursue these dreams.