Five meeting templates
Pick the format that fits the conversation, from regular check-ins to performance concerns.
Shared agenda questions
Invite the employee’s priorities and make room for obstacles, feedback and growth.
Follow-through notes
Leave with an owner, a next step and a date to check progress together.
See what you’ll use
A regular check-in template
For managers who want one-on-ones to make space for obstacles, feedback and growth. Use it before a regular check-in or a more focused conversation.
Choose an agenda, invite the employee’s priorities and finish with an agreement you can follow up on.
Practical guidance from Happily.ai
Happily.ai’s five meeting templates bring together practical agendas, question prompts and follow-through notes. The guide includes references to SHRM’s one-on-one guidance and Amy Edmondson’s research on psychological safety.
Practical guidance from Happily.ai
