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Fillable Printable Simple One-on-One Meeting Template

Fillable Printable Simple One-on-One Meeting Template

Simple One-on-One Meeting Template

Simple One-on-One Meeting Template

San Mateo County Collaborative Performance Management System
Meaningful Goals. Motivated People. Maximum Results.
Collaborative Performance Management System
One-on-One Meeting Template
(for Direct Reports to complete)
Performance Goals - Status/Updates
Instructions: For each Performance Goal, provide the following information in bullet format:
Performance Goal #1
o Progress
On Track? Yes or No? If not, why not?
o Challenges/Changes
Brief list of current issues that may affect relevancy or achievement of
the goal (i.e. time, resources, etc.)
o Successes
Brief list of milestone achievements
Development Goals - Status/Updates
Instructions: For each Development Goal, provide the following information in bullet format:
Development Goal #1
o Progress
On Track? Yes or No? If not, why not?
o Challenges/Changes
Brief list of current issues that may affect relevancy or achievement of
the goal (i.e. time, resources, etc.)
o Successes
Brief list of milestone achievements
Other Action Items or Projects (If any)
Instructions: Identify Action Items or Projects (unrelated to a Performance or Development
Goal), and provide the following information in bullet format:
Action Item or Project #1
o Progress
On Track? Yes or No? If not, why not?
o Challenges/Changes
Brief list of current issues/information your Supervisor should know about
Coaching Support
Instructions: Be prepared to discuss:
What guidance or help is needed?
Other Business
Instructions: Be prepared to exchange information:
What Unit, Departmental or Organizational information or updates should be shared
(including rumors)
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