One-on-one meeting notes template
Make room for the conversation that does not fit in a status update. Keep priorities, feedback, and support visible from one check-in to the next.
Free template + filled example. No account required. How to use the Skill
- Made for
- People & management
- Suggested conversation
- 25–40 minutes
- Take it with you
- Markdown · Prismical Skill
See the finished note.
Use this for a recurring manager–teammate conversation. Start with the teammate’s priorities, then agree what support would help. This fictional example concerns a blocked research project; it is not a performance assessment.
Notes / worked exampleOne-on-one · Sam & Jordan
Check-in & priorities
Sam’s priority is finishing the onboarding study. Recruiting is taking longer than expected.
Progress since last time
Sam completed the interview guide. Recruiting three more participants is still open.
Blocker & support needed
Sam needs an introduction to the customer success team to reach more participants.
Feedback & development
Jordan suggested testing the interview guide with a colleague first. No development goal was agreed in this conversation.
Agreed follow-up
Jordan will introduce Sam to customer success by Wednesday. Sam will run a practice interview on Thursday.
Revisit next time
Check whether the introduction unblocked recruiting. Next meeting date: not confirmed.
Read the source dialogue for this example
- Sam: The onboarding study is my priority. The interview guide is finished, but I still need three participants.
- Sam: Recruiting is slower than expected. An introduction to customer success would help.
- Jordan: I will introduce you by Wednesday. Could you try the guide with a colleague first?
- Sam: Yes, I will run a practice interview on Thursday.
- Jordan: Let’s check whether that introduction helps recruiting when we next meet.
Start with a blank page.
Keep the useful structure.
Each field earns its place. Use the prompts as reminders, then replace them with your own meeting evidence.
Check-in & priorities
Ask what is taking the most attention this week. Let the teammate set the agenda before adding the manager’s items.
Progress since last time
Record the result of previous commitments, including work that remains open. Do not equate activity with progress.
Blocker & support needed
Name the specific obstacle and the support requested. Avoid diagnosing motivation or assigning blame from limited context.
Feedback & development
Capture a concrete example and its impact. Distinguish feedback actually discussed from private interpretations; agree who can see sensitive notes.
Agreed follow-up
List commitments with an owner and a date only when stated. Read them back together so both people can correct the record.
Revisit next time
Keep unresolved questions on the next agenda rather than presenting them as decisions. Record a next meeting date only if confirmed.
# One-on-one meeting notes template Date: [add date] Participants: [add names] Purpose: [add purpose] ## Check-in & priorities [Ask what is taking the most attention this week. Let the teammate set the agenda before adding the manager’s items.] ## Progress since last time [Record the result of previous commitments, including work that remains open. Do not equate activity with progress.] ## Blocker & support needed [Name the specific obstacle and the support requested. Avoid diagnosing motivation or assigning blame from limited context.] ## Feedback & development [Capture a concrete example and its impact. Distinguish feedback actually discussed from private interpretations; agree who can see sensitive notes.] ## Agreed follow-up [List commitments with an owner and a date only when stated. Read them back together so both people can correct the record.] ## Revisit next time [Keep unresolved questions on the next agenda rather than presenting them as decisions. Record a next meeting date only if confirmed.]
Make it part of the meeting.
Before · carry forward open items
Read the last note together and bring forward only commitments that still matter. Add a personal agenda without turning it into a required disclosure of private information.
During · leave room for support
Discuss the obstacle behind the update. Ask what help is useful and whether the teammate wants advice, a decision, or simply space to work through a problem.
After · agree access and follow-up
Confirm the next steps and who may read the note. Keep confidential topics out of broadly shared team folders, and revisit commitments without rewriting the original record.
What to watch for
- Using this note as an automatic performance rating.
- Recording sensitive personal information without agreeing its purpose and audience.
- Letting the manager’s agenda crowd out the teammate’s concerns.
Turn the template
into a Prismical Skill.
Import the file
Download the Skill JSON above. In Prismical, open Settings → Skills → Import and select the file. This downloads a file; it does not install anything automatically.
Run it on a note
Open the note with your meeting transcript. Run the imported Skill from the note dock. It asks for this template’s sections and appends the result for review.
Check before sharing
Verify quotes, owners, dates, and missing context against the transcript. AI can make mistakes. Keep the original note and follow your team’s sharing policy.
A few useful answers.
Practical details before you use this resource.
Should a one-on-one include project status?
A little context helps, but status should not consume the whole conversation. Use the note to uncover blockers, offer support, discuss feedback, and preserve agreements that need attention between meetings.
Who should own the notes?
Agree that together. A shared working note can help both people follow through, while sensitive topics may need a different access policy. This template does not replace your organization’s personnel-record guidance.
Keep the work moving.
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