1:1 Meeting & Performance Toolkit

Make every 1:1 more structured, consistent and worthwhile.

The JMRT 1:1 Meeting & Performance Toolkit is a practical Excel-based people management tool designed to help managers hold better employee conversations, keep actions visible and make sure regular 1:1s actually happen.

Rather than relying on informal catch-ups or scattered notes, the toolkit gives managers a clear structure for discussing performance, priorities, challenges, development and support — while also providing a simple way to track meetings and follow-up actions across the team.

It is designed for small businesses, growing teams, line managers and owner-managers who want a more organised approach to employee 1:1s without introducing unnecessary complexity.

What’s included

The toolkit includes:

• Professional 1:1 Meeting Template

• Employee and manager details

• Meeting and next 1:1 dates

• Check-in and wellbeing prompts

• Wins and progress

• Challenges and blockers

• Performance and priorities

• Training and development

• Employee and manager feedback

• Agreed actions and commitments

• Meeting summary

  
  

You also receive:

• Team 1:1 Tracker — see when each employee last had a 1:1 and when the next meeting is due

• Automatic overdue and due-soon indicators

• Action Tracker — record commitments, owners, deadlines, priorities and status

• Manager Summary — quickly see overdue meetings, upcoming 1:1s and outstanding actions across the team

• Customisable employee and manager lists

• Flexible 1:1 frequencies including weekly, fortnightly, monthly and quarterly

  
  

Designed to create better management habits

The toolkit helps managers answer simple but important questions:

When did I last meet with each team member?Who is due a 1:1 next?What actions did we agree?Are those actions being completed?What support or development does each employee need?

The aim is to make 1:1s more than just a diary appointment — giving each conversation structure, continuity and accountability.

Who is it for?

Ideal for:

• Small businesses

• Growing teams

• Line managers

• Team leaders

• Owner-managed businesses

• Operations teams

• Sales and service businesses

• Businesses introducing a more structured performance culture

No specialist HR system is required.

Easy to customise

Simply add your own employees and managers, choose the normal 1:1 frequency for each team member and start using the templates.

The workbook will automatically calculate upcoming meeting dates and highlight where 1:1s have become overdue.

Digital Delivery

This is a digital product.

Your JMRT 1:1 Meeting & Performance Toolkit will be supplied electronically as an Excel workbook following purchase.

There is no physical product included.

Once delivered, you can save your own copy, customise it for your team and begin using it immediately.

Better conversations. Clearer actions. Stronger accountability.

JMRT Partners — Building Businesses That Last.