Resolve Dental Consultancy
One-on-One Meeting Template 2026
One-on-One Meeting Template 2026
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A Structured Agenda and Recording Tool for Monthly One-on-One Meetings in Dental Practices
- Open — personal check-in (3–5 minutes): A genuine question, not a formality — "How are you going generally, inside and outside of work?"
- Wins — celebrate what is going well (5 minutes): Specific, observed positive feedback — "One thing I've really noticed this month is [specific behaviour]. That made a difference because [impact]."
- Performance and accountability (10 minutes): The core of the meeting — with a situation-by-situation language guide covering strong performance, performance needing improvement, a previous commitment that was met, a previous commitment that was not met, and a gap in KPIs
- Challenges and blockers (5 minutes): "What is making your role harder than it needs to be right now?" — the question that surfaces what the PM would not otherwise know
- Development (5 minutes): "Is there anything you'd like to learn or develop in your role over the next few months?" — because people who feel they are growing stay, and people who feel stagnant leave
- Practice updates (2–3 minutes): News and changes communicated directly, not through the grapevine
- Close — action items and next meeting (2 minutes): Both people leave with specific, written commitments — team member commits to, PM commits to, with a signature block for acknowledgement
- Practice Managers who want a consistent, structured approach to monthly one-on-ones that builds trust and drives accountability
- PMs who currently have informal check-ins but no structured record or follow-up system
- Practice Owners who want their PM to have a documented, repeatable one-on-one process
- Any PM who wants to improve team engagement and reduce the number of performance issues that escalate because they were never caught early
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Before this template, our one-on-one meetings were inconsistent — sometimes useful, sometimes just a catch-up with no real outcome. This template gives both the manager and the team member a clear structure to prepare for and run the meeting. The agenda prompts, the action item tracking, and the follow-up section have made our one-on-ones genuinely valuable.
The preparation prompts in this template — for both the manager and the team member — are what make it work. When both people come prepared, the meeting is focused and productive. We've gone from one-on-ones that felt like a chore to meetings that both sides look forward to. Really well designed.
I was overcomplicating our one-on-one meetings. This template simplified everything — a clear agenda, space for the team member to raise their own topics, and a structured action item section. Meetings are now shorter, more focused, and more productive. The team has responded really positively to having a consistent structure.
This template provides a solid structure for one-on-one meetings that keeps them focused and productive. The preparation prompts are useful for both the manager and the team member. We've adapted it slightly for our practice but the core framework is exactly right. Good value.
This template provides a clear, practical structure for one-on-one meetings. The agenda format is easy to follow and the action item tracking section ensures follow-through between meetings. We've been using it for four months and the consistency has made a real difference to how we manage individual team members. Good value.