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Confluence 1-2-1 Meeting Notes Template

Whether you're working with asynchronous meetings or a more traditional setup, this is the template for you.
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 Content Formatting Macros and choose it from the Confluence templates library.
Once you've installed Content Formatting Macros, follow these steps:
  1. In Confluence, click Templates in the top menu bar.
  2. Click on the templates search bar and type ‘Content Formatting Macros’.
  3. Select the ‘1-2-1 Meeting Notes’ template, then click Use template to get started.

You can also view and use all the templates from the Content Formatting Macros app homepage. Just click Apps > Content Formatting Macros, scroll down to the templates section, and choose a template.

We have many different Confluence templates - find the right one for you and save time through automation!

What is a 1-2-1 meeting notes page?

Do you wish your 1-2-1 meetings could leave all attendees feeling satisfied, full of clarity on the tasks ahead, and with a sense of gradual improvement week on week? Don’t leave it to chance. Our 1-2-1 Meeting Notes Template can support you before, during, and after those recurring meetings so you get the most out of your time.

Whether you're working with asynchronous meetings or a more traditional setup, this is the template for you.

Have a try today with our 1-2-1 Meeting Notes Template.

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


Look back

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.


Make meetings more comprehensive

It can be easy to forget what you’d like to raise in a meeting, leading to discussing the same old topics.Whether it’s a hint on what might work or some good news, 1-2-1 meeting notes can be used daily to log reminders of what to talk about, leading to more satisfying catch-ups.


Look to the future

1-2-1 meeting notes give direction on what’s ahead, leading to better time management and satisfaction for attendees.
A list of roadblocks and lessons learned on a Confluence 1-2-1 Meeting Notes page

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

Goals and progress

Use a table that can be filled in before the meeting with details on projects, any changes and progress plans. ‘Priorities since we met’ and ‘Priorities until we meet again’ make good points to cover.

You may want to write a note as a reminder to consider any potential blockers or barriers to success. By documenting in this manner, there's a clear reminder that now is the time to raise any concerns.


Important topics

You may want to use important topics to discuss any items impacting the work. This section should include potential barriers or notes of interest.


Action points

A well-designed template for 1-2-1 meetings will include action areas. You can tag other users in these actions too.

How to use our 1-2-1 Meeting Notes Template

Now that you know what a 1-2-1 meeting notes page is and why you definitely need one, you can download and use our 1-2-1 Meeting Notes Template.