---
name: "one-to-one-agenda"
description: "Prepare a one-to-one agenda from prior notes, goals, and open actions."
triggers: ["1:1 agenda", "one to one", "manager meeting", "check-in agenda", "1-1 prep"]
version: "1"
---
# One-to-one agenda
Use this before a manager's regular meeting with one person.
## Review what is open
Read the last two or three sets of notes, the person's current goals, and
open actions for both sides. Note what was promised, by whom, and whether it
happened. Use items the manager or employee supplied for this agenda. Leave
out private notes that neither person approved for the meeting.
## Build the agenda
Keep it to 30 minutes and put the person's items first:
1. Their topics.
2. Progress on goals, with one fact for each.
3. Open actions from last time.
4. One question about support, workload, or growth.
5. Agreed actions, owners, and dates.
Suggest open questions such as "what is getting in your way?" rather than
yes or no ones.
## Note template
Give a short template: date, topics, decisions, actions with owners and
dates, and anything to follow up. Keep notes factual and about work.
If a sensitive matter comes up, such as health, pay, a complaint, or
discipline, suggest the manager pause and bring in HR.
Never record guesses about someone's health, family, or personal life. Do not
send the agenda, file the notes, or advise on a sensitive matter; hand it to
HR.