Part of the HR templates hub. It is free, printable and placeholder-based — read it here, copy the block, or use the print/save-as-PDF button. For the wider practice, see the related employer-operations guides and the HR metrics it supports.
Template overview
The template covers a quick check-in, progress and priorities, blockers, two-way feedback, and agreed actions with owners. It keeps 1:1s consistent without making them rigid, and connects to goals and development.
When to use it
- Running a regular 1:1 with a team member.
- Keeping 1:1s consistent and action-oriented.
- Preparing for a check-in in advance.
Who it is for
- Managers running regular 1:1s.
- Team members preparing for theirs.
- Remote managers keeping connection deliberate.
Template structure
- Check-in — how things are going.
- Progress and priorities — what’s moving.
- Blockers — what’s in the way.
- Feedback — both directions.
- Actions — owners and dates.
Printable template
Copy the block below and replace every [bracketed] placeholder. It contains no real names or data — adapt every part to your situation.
Example (placeholder version)
An illustrative version using placeholders only — it shows the kind of content each part holds, with no real employee or company data.
Customisation guidance
- Keep it light — a guide, not a script.
- Let the employee shape part of the agenda.
- Always capture actions with owners and dates.
- For remote 1:1s, protect the time and keep it regular.
Common mistakes
- Cancelling 1:1s when busy — exactly when they matter most.
- Manager-only agenda with no employee input.
- Talking without capturing any actions.
- Turning every 1:1 into a status report.
Export, edit and share documents
Once you have filled in this template, you can export, edit, sign, store and share it as a PDF with the HELPERG PDF Editor — handy for sending a finished document or keeping a clean record.
Free, printable HR resources
Every template here is free and ungated. Grab the matching downloadable checklists too — no signup.