This template supports regular, meaningful 1-2-1 conversations – helping managers and employees stay aligned, build trust, and track progress over time. It’s also a helpful record if issues arise later.
Note: This is not a formal performance or disciplinary record unless explicitly stated.
Employee name:
Job title:
Manager name:
Date of conversation:
Any key topics or updates to cover in this session?
E.g. regular check-in, project review, development discussion, wellbeing catch-up.
Summarise main topics. Include updates, achievements, challenges, and any context.
How is the employee progressing against goals or expectations?
Use the table below to track progress against current objectives. Use the RAG status to highlight how each is going:
| Objective | Progress summary | RAG status | Support needed or next steps |
| e.g. Improve customer response times | Response time reduced by 15% this quarter |
🟢 Green |
Continue current approach |
| e.g. Complete training course | Slight delay due to workload |
🟠 Amber |
Adjust deadlines or offer study time |
| e.g. Reduce delivery errors | Not yet started |
🔴 Red |
Schedule team meeting |
Key:
🟢 Green = on track or completed
🟠 Amber = some progress, but risk of delay or issue
🔴 Red = off track, needs attention
Any career goals, training interests or areas to explore? Note down updates, progress and actions or next steps.
Use this space to note how the employee is feeling, how their workload is impacting them, whether they need any support and any action that needs to be taken.
Some prompts to guide the discussion:
How are you feeling at work and outside of it?
What’s your current workload like?
Is anything affecting your energy or focus?
Do you feel supported in your role?
Did the employee share feedback or raise concerns?
List clear, actionable steps – for both the employee and manager. Include deadlines or follow-up actions.
Use this space to record anything else discussed as a follow up to a previous 1-2-1. Have previous actions been completed? If not, why?
Schedule the next 1-2-1 and record the date here.
Record any relevant thoughts, reflections or information from the 1-2-1 here. Consider what went well, anything to do differently next time and if you require any support.
Alignment: keeps managers and employees on the same page, with regular conversations building trust and transparency.
Support: provides a safe space to raise challenges, wellbeing concerns, and career aspirations.
Progress: makes growth visible through clear objectives, updates, and next steps.
Protection: creates a consistent record to refer back to if issues arise later.
Find more templates, demo videos and practical tools inside Breathe’s Line Manager Essentials training – and start running effective, supportive 1-2-1s with confidence.