One on One Meeting Template for Managers | Excel Tracker for 1:1 Check-ins, Action Items and Goals | Team Leader, No Macros

When did you last meet with whom – and what was still open? This Excel template keeps your regular one-on-one meetings on track: a meeting frequency per person, color-coded status, agreed action items and goals. Before the next meeting you print one page to prepare.

Made for managers and team leads with up to 30 people – in any industry.

REQUIREMENTS
Excel file (.xlsx) without macros – no security warning. Works with Excel 2016 or later – Microsoft 365 is not required (Windows or Mac). Also tested with LibreOffice Calc. Not designed for Excel on phones. Dates follow your computer's regional settings.

HOW IT WORKS
• Add your team once: name, role, frequency (weekly to quarterly)
• After each meeting add one row: date, name, topics as keywords
• Add agreed action items and goals – done

WHAT'S INSIDE
• Team: last meeting, next due date, status (overdue, due soon, ok, paused), open action items and active goals per person
• Meetings: 1,000 rows; a planned next date takes priority over the frequency
• Action items: who, due by, status – overdue items turn red
• Goals: measure, deadline, support, status
• Prep sheet: last 5 meetings, open action items, active goals and room for notes – on one page (A4 or US Letter)
• Year overview: meetings per person and month
• Start page with key figures and 4 color themes

PRACTICAL
• Frequencies and the “due soon” threshold can be changed
• Sheet protection without password – you can adjust everything
• Example file and quick guide (PDF, A4 and US Letter)

WHAT YOU GET (instant download, ZIP)
• One_on_One_Meetings.xlsx (blank) + example file with a fictional team
• Quick guide as PDF (A4 and US Letter) + “Read me first”

UPDATES
Minor updates (1.x) are free.

GOOD TO KNOW
The template plans and records – it does not rate people. There are deliberately no fields for ratings, mood, health or private matters; the “Topics” field is meant for short, factual keywords. The file contains information about your team – please keep it confidential. If your organization has its own guidelines for one-on-one meetings, check them with HR.

ALSO IN MY SHOP
For annual performance reviews and onboarding new hires: the Leadership Kit (Word and Excel templates).

I created this template with the help of AI tools and checked it myself.

Digital download – nothing will be shipped. No subscription, your data stays with you.

Manufacturer(s):

MindOnDigital – Inhaber Dieter Strak
Strandbadstr. 18a
88090 Immenstaad am Bodensee
Deutschland
info [!at] mindondigital.de
https://mindondigital.de

Product safety:

Digital item: Excel file (.xlsx) and PDF for download. No physical product is delivered. The file contains no macros or executable programs. No special security instructions are included. This template is a working aid and does not replace legal review.