🗓️ Monthly 1:1 Template

A lightweight, performance-led conversation for reports and managers

✍️ Pre-1:1 Reflection (Complete before the meeting)

Both report and manager complete this ahead of the 1:1. Use this to spark a better conversation.

▶️ Self-Reflection – (IC Only)

  1. What’s going well?
  2. What do you need support with?
  3. What’s your focus for the next month?

▶️ Mini Performance Snapshot – (IC & Manager)

Use: 🔴 (Not meeting) / 🟠 (Meeting) / 🟢 (Exceeding)

Complete your column honestly – we’ll compare and discuss together.

Pillar Team Member’s View Manager’s View
Results
Execution
Behaviors

Optional notes/context:

–

💬 Live 1:1 Agenda