One-to-one meeting template
A one-to-one is the team member’s time, not a project review. This template leaves room for how they’re doing, what’s blocking them, feedback both ways and their development, and ends with agreements you check at the next one.
When to use it
- Regular meetings between a manager and each team member.
- The first few weeks of someone new.
- Conversations to follow up on goals or career development.
The template
- 1
How you are
Workload, mood and anything the person wants to raise first.
- 2
Progress
What’s been done since the last meeting and what’s still half finished.
- 3
Blockers and help
What’s holding them back and what they need from their manager or other teams.
- 4
Feedback
Both ways: what the manager sees and what the person asks them to change or keep.
- 5
Development
Goals, what they want to learn and the next steps to get there.
- 6
Agreements
What each of you commits to doing before the next one, with a date if there is one.
To get it right
- Let the person bring their topics first.
- Always ask before recording: it’s a personal conversation and they may prefer you didn’t.
- Start by reviewing the agreements from the previous meeting.
- Don’t turn it into a status report: that can be done in writing.
With Echo, without writing it
- 1
Create the analysis type
In Settings, AI analysis, click “New template” and call it “One-to-one”. Under “General instructions” you can ask for a tone or for anything that mustn’t be left out.
- 2
Add the sections
For each section of this template, fill in “Section title”, choose the “Format” (List or Paragraph) and describe in “What it should include” what’s explained above. “Add section” takes you up to 12. Click “Save template”.
- 3
Use it in your meetings
Choose it under “Type of analysis” before you start in Live or Record, set it as your “Template for your uploads” or, in a meeting that’s already transcribed, pick it in the Summary tab and click “Generate”.
- 4
Have it applied automatically
In Settings, Automations, click “New automation”, type words such as “1:1, one-to-one” under “Has in its title” and choose your template under “Analyse it as”. It applies when no other type was chosen at upload.
Frequently asked questions
Can I take notes only I can see?
Yes. In each meeting’s “My notes” tab you write your own; only you see them and they save themselves. “Complete with AI” adds what was said, with the minute.
Do I need to record a one-to-one?
No. If the other person would rather it wasn’t recorded, you can still use the template and write your notes. If you do record, say so and ask first.
Who can see the transcript?
If it’s in your personal space, only you. In a team workspace, anyone with access to that workspace or folder can, so choose carefully where you keep it.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
- Leadership team meetingKey figures, decisions, risks and owners.
- Weekly team meetingWhat got done, priorities, blockers and tasks.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Competency-based interviewProfile, topics, quotes and conclusions per candidate.Built into Echo
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Client meetingWhat they ask for, what’s agreed and what’s open.
- Medical consultationReason, symptoms, history, examination and plan.Built into Echo
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
