What’s inside the 1:1 Notes.
2 screens with real content in place. Rewrite them, reorder them, or add your own.
- 1Screen 1The top of the doc: who meets, the weekly cadence, the next 1:1, the role the report is working towards, and who can see the page; a how-we-use-this-doc callout; then this week's 1:1: a check-in table (energy, workload, best thing this week), the report's topics with what was agreed, and the manager's topics.
- 2Screen 2Further down: feedback both ways in two columns, actions with last week's ticked off first and each new one with an owner and a date, a growth table against the career framework, a monthly question bank, earlier 1:1s folded into dated toggles, and topics saved for next time.
When to use it.
1:1 Notes is one running page in Notes for a manager and the person they manage, kept all year with the newest week on top. Properties give who meets, the cadence, the next 1:1, the role the report is working towards and who can see the page. Each week opens with a quick check-in on energy and workload, then the report’s topics before the manager’s, each with what was agreed. Feedback goes both ways, side by side, and the actions tick off last week’s first. A growth table tracks the career framework, with a monthly question bank and earlier weeks folded into toggles.
Made for
- Agencies and consultants running client work
- Project managers and team leads
- Sales and account teams
- Any team that writes things down together
Make it yours in four steps.
Open it in Notes and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put both names, your cadence and the role being worked towards in the properties, and keep the page private to the two of you.
- Step 2
Each week, add a dated heading at the top and fold last week’s notes into a toggle under Earlier 1:1s.
- Step 3
Let the report add their topics first, and write what was agreed under each one before moving on.
- Step 4
Tick off last week’s actions before anything else, and update the growth table once a month.
Start from the 1:1 Notes now.
Questions about this template.
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Is the 1:1 Notes template free?
Yes. Create a free account and it opens in Docsiv's Notes app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Geist with #ad2f6c, #fbeaf2, #1d1c1a, #37352f, #7d7a75, and you can change any of them, rewrite every word and add or remove blocks and sub-pages.
What can I export it as?
Notes in Docsiv offers: Pages, Markdown, Word and PDF exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the one on one meeting for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Start your notes with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your one on one meeting for you to edit, share and send.