Monthly One-To-One Record Sheet - Meetings

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APPENDIX D
Monthly One-to-One Record Sheet
Monthly one to one meetings should take between 15 and 20 minutes. Use this sheet to
keep a record of achievement and issues throughout the year to inform the annual
appraisal and monitor the achievement of objectives and development targets. This
form is one suggested format and should be customised as appropriate to suit individual
requirements
Staff Member:
Manager:
Date:
Review of action point from previous one to one:
Workload: (Eg. variety, ideas of how to make work more interesting, rewarding)
Review of objectives and development targets from appraisal:
Additional information:
Learning & Development Needs:
Achievements
Compliments/complaints (If a customer complaint is received contact HR to agree
action plan):

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