Team & People
1:1 Meeting Toolkit — run prep, dialogue, agreements, and follow-up on one board
Managers and their team members open this template right before a biweekly or monthly 1:1. The whiteboard holds the purpose and ground rules for the 1:1, a 30-minute flow for the session, question sets for four angles (condition, work, growth, relationships), a matrix for sorting what gets handled where, and a frame for notes. The task board starts with five parent tasks — set the cadence, collect the agenda, run the conversation, agree on next steps, and record — each with concrete subtasks waiting in To Do.
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Whiteboard preview
Task board contents
To Do 16 items
Set the 1:1 cadence
Collect the agenda
Run the conversation
Agree on next steps
Record and review
Set frequency & time
Share the purpose
Reread last notes
Ask their topics
Check how they are
Ask about blockers
Talk about growth
Write down actions
Sort escalations
Post notes on board
Review monthly