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Get Monthly One-to-one Record Sheet 2020-2025
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How to use or fill out the Monthly One-to-One Record Sheet online
The Monthly One-to-One Record Sheet is a tool designed to document key discussions and achievements during one-to-one meetings. This guide provides step-by-step instructions to help users complete the form effectively and efficiently online.
Follow the steps to complete the Monthly One-to-One Record Sheet online.
- Click the ‘Get Form’ button to access the document and open it in your preferred online editing tool.
- Begin by entering the name of the staff member in the designated field. This identifies the individual involved in the one-to-one meeting.
- Next, input the manager's name in the relevant section to indicate who is conducting the meeting.
- Fill in the date of the meeting to ensure a proper record is maintained for reference.
- Review previous action points from the last one-to-one meeting. Document any progress or unresolved issues in the corresponding space provided.
- Assess the workload by noting aspects such as the variety of tasks and any suggestions for enhancing job interest and satisfaction.
- Evaluate the objectives and development targets from the previous appraisal, ensuring alignment with current goals.
- Provide any additional information that may be relevant to the meeting. This could include updates on projects or other noteworthy points.
- Outline any learning and development needs for the staff member to foster professional growth.
- Record achievements, ensuring to highlight key successes since the last meeting.
- Document any compliments or complaints received, and remember to note that customer complaints should involve HR for an agreed action plan.
- Indicate if there is anything to report in the areas of Health and Safety, Equal Opportunities, Working Relationships, and Attendance/Time Keeping by marking ‘Yes’ or ‘No’ as applicable.
- If applicable, provide further details regarding any of the reporting areas noted in the previous step.
- Capture comments from both the staff member and manager to provide a comprehensive overview of the discussion.
- Finally, set the date and time for the next one-to-one meeting, and ensure both the staff member and manager sign and date the document as a record.
Start completing your Monthly One-to-One Record Sheet online today!
Recording meetings can be done in various ways, such as taking notes, using audio or video recordings, or filling out a structured form. To ensure accountability, record key points, decisions made, and action items for each meeting. A Monthly One-to-One Record Sheet can serve as an excellent tool for archiving this information neatly and making it accessible for future reference.
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