Everything here is free. Making it takes time and money. Everything here is free.

Buy us a coffee

Staff records · SR-08

One to One Meeting Record

A free printable one-to-one form — what was agreed last time and what happened, how the work is going, what is in the way, and what was agreed now.

First page of the One to One Meeting Record — Give a regular short conversation some continuity, by starting from what was agreed last time instead of from a blank page.
Download Free · no sign-up

One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Give a regular short conversation some continuity, by starting from what was agreed last time instead of from a blank page.

Who it is for

Managers of small teams, supervisors, charity and club coordinators, and anyone who meets the same person regularly about their work.

How to use it

  1. Bring the last sheet to the meeting and read it back first.
  2. Let them fill in the 'what is getting in the way' section themselves.
  3. Keep the agreed actions short and few. Three real ones beat ten written ones.
  4. File them together so a year's sheets can be read in sequence.

What is on the sheet

One page, top to bottom:

Printed under the title: A short, regular conversation written down: how the work is going, what is in the way, and what was agreed.

Start with the last one. The value of a one-to-one is continuity — reading back what was agreed last time before anything else. Keep the sheets together and start each meeting with the previous one in front of you.

Write-on lines: Name · Manager · Date · Next meeting

Since last time

Table, 3 rows: What was agreed last time · What happened · Still open

Agreed this time

Table, 3 rows: Action · Who · By when

From the conversation — how the work is going, and what is getting in the way

Ruled lines

Related sheets

Supervision Record

Record a supervision session so both people agree afterwards what was discussed and what was agreed.

SR-09 1 page

Performance Review Form

Hold a yearly review that is about the work rather than about a score, with the employee's own comments recorded on the form.

SR-10 2 pages

Action Log

Keep every agreed action in one place with a name and a date against it, so the next meeting starts from what happened rather than from memory.

OC-03 1 page

Also in the resources library

The same subject, with a version you can fill in on screen.

First Ninety Days Plan

What you mean to learn, do and settle in each thirty-day stretch.

WC-361 Planner PDF Online

Everything here is free

Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.

Buy us a coffee

Opens PayPal in a new tab. Any amount, and nothing changes if you would rather not.