Template

One-on-One & Growth Plan Template

A practical, fillable one-on-one meeting agenda combined with a linked short-term (3-month) growth plan. Collects check-in, wins, blockers, career topics, commitments, action items, and quick coaching signals (energy, clarity, confidence) so managers and reports leave with clear next steps and measurable checkpoints.

Interactive Tool

One-on-One & Growth Plan Template

Use this fillable template to keep recurring 1:1s focused on performance, development, and wellbeing. Capture observations, commitments, action items, and short-term growth goals so progress is visible at the next meeting.

Enter a date and time (e.g., 2026-09-01 10:00).
Name of the person whose progress is being discussed.
Name of the manager facilitating the 1:1.
A short personal or wellbeing check-in to start the meeting.
What went well since the last 1:1? Celebrate progress and momentum.
Describe obstacles that need support, resources, or decisions. Be specific about impact.
Longer-term aspirations, role readiness, stretch opportunities, or skills to explore.
Short clear commitments agreed during this 1:1 (who will do what and by when).
Describe an action the participant or manager will take.
Who is responsible for this action?
Enter an expected due date (e.g., 2026-09-15).
Scale: 1 = very low, 5 = very high
1.0 10.0
Scale: 1 = confused, 5 = very clear
1.0 10.0
Scale: 1 = low, 5 = high
1.0 10.0
Identify 1–3 focused skills or outcomes to develop over the next ~3 months. For each, define evidence of progress and checkpoints.
Small measurable checkpoints (e.g., complete course module, present to team, draft process) with target dates.
Enter a suggested date to review commitments and growth checkpoints.
Optional manager-only notes to capture coaching ideas, risks, or next-step prompts. Mark if confidential.
Select yes to share a copy of the saved meeting notes and growth plan with the report.
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