A simple, consistent record of regular one-to-ones – progress, priorities, feedback, wellbeing and actions – with a running log for the year.
People & HR
One-to-One Meeting Record
About this document
A short record for regular one-to-one meetings between a manager and a team member. It gives a consistent agenda, captures progress, feedback, wellbeing and agreed actions, and builds up the evidence that makes mid-year and annual reviews fair and accurate.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
People & HR
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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