Log in
Book a demo

Goal Setting 1:1 Meeting Template

Introduction

Effective goal setting is fundamental to individual growth and team success. This template provides a focused framework for 30-minute goal-setting conversations that create clarity and accountability.

Before the Meeting

  • Schedule 30 minutes in a private setting
  • Review team objectives
  • Consider individual’s strengths
  • Gather key performance data
  • Prepare SMART goal examples
  • Send brief pre-work prompt

Meeting Structure

Opening (3 minutes)

Set a collaborative tone:

“Today we’ll establish clear, meaningful goals that will guide your work and support both your development and our team’s success. We’ll focus on creating SMART goals that align with our priorities.”

Quick Context (5 minutes)

Establish essential context:

Key points:

  • Team priorities
  • Individual’s role
  • Timeline considerations
  • Current performance

Goal Development (17 minutes)

Create focused, actionable goals:

SMART Framework Discussion:

  • Specific: Clear actions and outcomes
  • Measurable: Success metrics
  • Achievable: Realistic with resources
  • Relevant: Aligned with priorities
  • Time-bound: Clear deadlines

Focus Areas (pick 2-3):

  • Performance goals
  • Development goals
  • Project goals
  • Innovation goals

For each goal, define:

  • Specific objective
  • Success metrics
  • Key milestones
  • Required support

Action Planning (5 minutes)

Create immediate next steps:

Quick Plan:

  • First actions
  • Key check-points
  • Support needed
  • Progress tracking

After the Meeting

  • Document goals
  • Share summary
  • Schedule check-ins
  • Monitor progress

Monthly Goal Review (30 minutes)

Progress Check (10 minutes)

  • Review metrics
  • Discuss actions taken
  • Identify wins

Obstacles & Support (15 minutes)

  • Address challenges
  • Adjust timelines
  • Provide resources

Next Steps (5 minutes)

  • Update actions
  • Confirm support
  • Schedule follow-up

Additional Resources

Remember: Focus on quality over quantity. A few well-defined goals are more effective than many vague ones. Schedule deeper planning sessions for complex goals as needed.