All topics

One-on-One

Category: Business & Professional

Private 1:1 conversation. Tracks discussion topics, feedback both ways, and goal progress.

When to use this template

Use it for recurring manager-report, mentor-mentee, or other 1:1 conversations. It is tuned for two-person check-ins where the structure is "what is on your mind, what is going well, what needs to change, are we tracking on goals" — not a status update.

Fields captured

Discussion topics — the things you actually talked about (not just what was on the agenda).
Feedback given — what you told the other person.
Feedback received — what they told you.
Goals progress — how the conversation relates to existing goals (no separate action_items — concrete follow-ups live inside goal progress).
Key takeaways — the AI's prioritized summary points.

The standard summary, attendees, and per-section summaries also apply.

Sub-views, role views, and pipeline artifacts

Sub-views: none.
Role views: none.
Pipeline artifacts: Email draft (recipient, tone, optional subject hint).
Study mode: not available.

Exports

PDF, DOCX, and Markdown include discussion topics, feedback (both directions), and goals progress as separate blocks. Per-section summaries appear below. Approved email drafts appear in exports too.

See also: All templates, Personal Goals.