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Square’s 1-on-1 Toolkit: The secret to managing your team’s careers
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1-on-1 Toolkit

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1:1 Meetings

A dedicated space for direct reports to surface issues, questions, concerns, ideas, etc. This also works well on mobile (good for adding last-minute notes).

Before the meeting: Add topics

Prior to your weekly meeting, ask the employee to add any discussion topics they’d like to cover during this time.
Tip: Be sure to discuss the following topics on a regular basis:
Weekly: What can we add to
?
Monthly: Review
Monthly: Review

Add a meeting topic
Show discussed topics
Topic
Added by
Date to discuss
Discussed?
1
Brainstorm first-ever virtual thumb wrestling tournament.
Polly Rose
4/11/2021
2
Timelines for the event and marketing campaign.
Joel Davis
4/20/2021
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During the meeting: take notes

At the start of each one-on-one session, fill in your sentiments about how things are going. Then, review the sentiments together and discuss meeting topics.
Add meeting notes
Date
Direct Report sentiment
Manager sentiment
Notes
1
Mon, Mar 28, 2022
😄 Feeling good
🤷 Meh
There are no rows in this table

After the meeting: Action items

Keep track of important to-do’s that surface during your 1-on-1 meetings.
Add action item
Task
Owner
Due date
Done?
1
Schedule brainstorm for thumb wrestling swag
Joel Davis
4/11/2021
2
Decide which magic tricks translate best over Zoom.
Polly Rose
4/11/2021
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