1-on-1 Meeting

To ensure a meaningful and structured conversation, this 1-on-1 meeting agenda template follows a clear format that keeps discussions productive and employee-focused. Provide a space for open communication on progress, challenges, and goals. Discuss key achievements, ongoing projects, and areas for improvement. Align expectations, clarify priorities, and address career development needs. Identify obstacles, provide feedback, and offer guidance for professional growth. Use Eric.ai to document key points, action items, and follow-ups.

Feedback, Growth & Alignment

A discussion designed to provide direct feedback, align on goals, and support professional growth.

Check-in & Recent Progress

5 min

Review key achievements, challenges, and updates since the last meeting.

Goals & Performance Discussion

10 min

Discuss current tasks, progress toward objectives, and any blockers.

Feedback & Development Opportunities

10 min

Share constructive feedback, career development ideas, and skill-building opportunities.

Next Steps & Action Plan

5 min

Summarize key takeaways and assign follow-ups.

Total Duration: 

30 minutes

Tips for a Successful Meeting

  1. Use an agenda template for 1-on-1 meeting with manager to keep discussions structured.
  2. Keep the conversation open, constructive, and focused on growth.
  3. Encourage employees to share concerns and discuss career aspirations.
  4. Use One-on-One Meeting Software Eric.ai to record insights and follow-ups for ongoing progress.

Preparation Checklist

  1. Share the one on one meeting agenda template in advance.
  2. Gather updates on projects, goals, and feedback topics.
  3. Identify key discussion points for performance and career development.
  4. Ensure access to meeting notes from previous 1-1 meeting agenda template discussions.

Recommended Participants

  1. Manager / Team Lead
  2. Employee

After Your Meeting

  1. Summarize key points and distribute meeting notes.
  2. Assign follow-ups and track ongoing development goals.
  3. Use Eric.ai to ensure accountability and continuous improvement.
  4. Schedule the next session based on progress and priorities.

Useful Tools and Resources for Your Meeting

  1. 1-on-1 meeting agenda template for structured discussions.
  2. Eric.ai for automated meeting tracking and follow-ups.
  3. Performance review tools for ongoing feedback and growth tracking.
  4. Previous one to one meeting agenda template records for continuity.

1-on-1 Meeting

Team Operations
Innovation Workshop
Engineering Meeting
Marketing Meeting
Why use Eric.ai

Your team will thank you for inviting Eric

Install Eric.ai and then simply invite Eric to any Microsoft Teams, Zoom or Google Meet meeting

Reduce meeting admin by 50%

We are obsessed with creating a meeting system that cuts out the most time-consuming tasks

Made for managers and professionals

Eric.ai was designed for both the organizer and their team

Enterprise grade security

Eric.ai complies with the highest security standards, including ISO27001 and GDPR
Request demo

Reviews from happy customers

Discover how companies like yours use Eric.ai to improve their meeting performance
4.9
/5
The summaries are better than I could write on my own and they pick up on details I would not even have mentioned in my previous notes.
4.9
/5
Eric.ai has improved my working day significantly. It saves me time, money and the stress of keeping everything in order with pen and paper.
4.9
/5
Meeting notes are well written, concise but more informative than any others I've used. The set up is easy and efficient.
4.9
/5
I use Eric.ai in all my calls with clients as a grant writer and it is really helpful to not have to worry about taking notes when clients are talking about technically innovative things.
4.9
/5
The meeting transcriptions are extremely useful offering a really good overview of actions recorded during the meeting.

You data security and privacy is our top priority

ISO

ISO-27001 Certification

GDPR

GDPR
Compliance

SSL

SSL
Technology

Security Audit

Pentest by
SANCERT

1-on-1 Meeting

Annual Strategic Planning

Discuss and align on high-level goals and strategies for the upcoming year.

Manager & Employee

Budget Planning Session

Review and finalize budget allocations for the upcoming quarter/year.

Manager & Employee

Client Onboarding Meeting

Welcome new clients, set expectations, and discuss onboarding processes.

Manager & Employee

Customer Feedback Session

Gather and analyze feedback from customers to improve products/services.

Manager & Employee

Sales Strategy Session

Brainstorm and develop strategies to increase sales and achieve targets.

Manager & Employee

Innovation Strategy Session

Discuss and develop strategies to foster innovation and explore new ideas.

Manager & Employee

Product Launch Meeting

Plan and coordinate the launch of a new product, including marketing and sales strategies.

Manager & Employee

Project Kickoff Meeting

Introduce team members, review project scope, and set expectations for a new project.

Manager & Employee

Quarterly Business Review

Review progress towards quarterly goals, identify challenges, and adjust plans as needed.

Manager & Employee

Risk Management Meeting

Identify, assess, and develop mitigation strategies for potential risks to the business.

Manager & Employee

1-on-1 Meeting

Team Operations
Product Demo Meeting
Sales Team Meeting
Legal Team Meeting
Why use Eric.ai

Your team will thank you for inviting Eric

Install Eric.ai and then simply invite Eric to any Microsoft Teams, Zoom or Google Meet meeting

Reduce meeting admin by 50%

We are obsessed with creating a meeting system that cuts out the most time-consuming tasks

Made for managers and professionals

Eric.ai was designed for both the organizer and their team

Enterprise grade security

Eric.ai complies with the highest security standards, including ISO27001 and GDPR
Request demo

Reviews from happy customers

Discover how companies like yours use Eric.ai to improve their meeting performance
4.9
/5
The summaries are better than I could write on my own and they pick up on details I would not even have mentioned in my previous notes.
4.9
/5
Eric.ai has improved my working day significantly. It saves me time, money and the stress of keeping everything in order with pen and paper.
4.9
/5
Meeting notes are well written, concise but more informative than any others I've used. The set up is easy and efficient.
4.9
/5
I use Eric.ai in all my calls with clients as a grant writer and it is really helpful to not have to worry about taking notes when clients are talking about technically innovative things.
4.9
/5
The meeting transcriptions are extremely useful offering a really good overview of actions recorded during the meeting.

You data security and privacy is our top priority

ISO

ISO-27001 Certification

GDPR

GDPR
Compliance

SSL

SSL
Technology

Security Audit

Pentest by
SANCERT