1:1 Meeting Prep

Prepare for a productive 1:1 meeting with a direct report or manager

🧪 Tested by a human Beginner 👤 Manager 👤 Executive
Prepare for my upcoming 1:1 meeting with [PERSON]. Create a structured agenda that includes: (1) Check-in — an icebreaker question and general wellbeing check, (2) Their Updates — space for them to share wins, challenges, and blockers, (3) My Updates — key information I need to share with them, (4) Review Actions — status of action items from our last 1:1, (5) Discussion Topics — [LIST ANY TOPICS], (6) Career Development — one question about their growth and goals, (7) Feedback — one piece of positive reinforcement and one constructive observation, (8) Action Items — space to capture new actions. Allocate time for a 30-minute meeting.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Replace [PERSON] and [LIST ANY TOPICS] with your specifics
  • In Copilot Chat (Work mode), ask it to review recent interactions with this person
  • Create a recurring template in Loop or OneNote for ongoing 1:1 tracking
  • Follow up with “Summarise action items from today’s 1:1 and send as a follow-up”
💬