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.
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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

The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.

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