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Confluence 1-2-1 Meeting Notes Template

Whether you're working asynchronously or in a more traditional setup, this is the template you need for your one-on-one meetings.
A GIF of a user scrolling to show the Confluence 1-2-1 Meeting Notes Template
Want to use our 1-2-1 Meeting Notes Template? Simply install Mosaic for Confluence and choose it from the Confluence templates library.
Once you've installed Mosaic, follow these steps:
  1. Create a new page or live doc in Confluence, then click All templates from the bottom menu.
  2. Click on the templates search bar and type ‘Mosaic’.
  3. Select the ‘1-2-1 Meeting Notes’ template to get started, or hover over it for a preview.
We have many different Confluence templates - find the right one for you and save time through automation!

What are 1-2-1 meeting notes?

Whether you're working with asynchronous meetings or a more traditional setup, 1-2-1 meeting notes support you before, during, and after those recurring one-on-ones so you get the most out of your time and leave with clarity on the tasks ahead. You can also use them to record individual progress with each meeting.

Two tin can telephones surrounded by multicoloured shapes

Why does your company need a 1-2-1 meeting notes page?

What were the results of that change you made? Did any action get taken on last week's suggestions? Looking back helps us see what was done and if it ‘moved the needle’ on goals.
Colourful, stylised image of a magnifying glass
One-on-one meetings are great chances for casual chit-chat, but it’s easy to forget particular subjects you want to address. Whether it’s a helpful tip or some good news, 1-2-1 meeting notes can be used to log reminders of talking points, leading to more satisfying catch-ups.
Collage-style image of a speech bubble with a question mark in it and a lightbulb
1-2-1 meeting notes give direction on what’s ahead, leading to better time management and satisfaction for attendees.
A target with three arrows in the centre
What were the results of that change you made? Did any action get taken on last week's suggestions? Looking back helps us see what was done and if it ‘moved the needle’ on goals.
One-on-one meetings are great chances for casual chit-chat, but it’s easy to forget particular subjects you want to address. Whether it’s a helpful tip or some good news, 1-2-1 meeting notes can be used to log reminders of talking points, leading to more satisfying catch-ups.
1-2-1 meeting notes give direction on what’s ahead, leading to better time management and satisfaction for attendees.
Colourful, stylised image of a magnifying glass
Collage-style image of a speech bubble with a question mark in it and a lightbulb
A target with three arrows in the centre
What were the results of that change you made? Did any action get taken on last week's suggestions? Looking back helps us see what was done and if it ‘moved the needle’ on goals.
Colourful, stylised image of a magnifying glass
One-on-one meetings are great chances for casual chit-chat, but it’s easy to forget particular subjects you want to address. Whether it’s a helpful tip or some good news, 1-2-1 meeting notes can be used to log reminders of talking points, leading to more satisfying catch-ups.
Collage-style image of a speech bubble with a question mark in it and a lightbulb
1-2-1 meeting notes give direction on what’s ahead, leading to better time management and satisfaction for attendees.
A target with three arrows in the centre

What elements should 1-2-1 meeting notes include?

Accomplishments

After a short introduction to the page, clarifying the date or the week/month in discussion and the person the meeting is for, provide a space to record any accomplishments from that period.
Our template uses Advanced Cards to make the date and attendee stand out, partly to avoid any possible mix-up with notes from other one-on-one meetings, and also to make the page more personal, especially with the inclusion of a profile picture.
A screenshot of part of the 1-2-1 Meeting Notes template for Confluence

Current priorities

Next, you should record the priorities set during the meeting for the next period of time, whether it’s for a particular sprint or just until the next one-on-one.
A screenshot of part of the 1-2-1 Meeting Notes Template for Confluence, showing a section titled "Priorities for the next week" and bullet points below.

Challenges, roadblocks, and lessons learned

Lastly, remember to include anything that held back progress in the week or month discussed and anything that can be learned from for a more productive future. One-on-one meetings are a great opportunity for non-judgmental reflection.
A screenshot of the last part of the 1-2-1 Meeting Notes Template, showing two sections titled "Challenges/Roadblocks" and "Lessons Learned/Opportunities for Improvement" with bullet points beneath both.
Three colourful Confluence templates stacked over each other

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