# Goal-Setting 1:1 Template

Purpose: A working session to review the last period, connect to bigger priorities, and co-create clear, measurable goals a direct report owns and commits to.

- Duration: 45 minutes
- Cadence: Quarterly
- Participants: Manager and direct report

## Agenda

- [ ] Review the last period (8 min)
- [ ] Connect to the bigger picture (8 min)
- [ ] Draft the goals together (15 min)
- [ ] Pressure-test and prioritize (9 min)
- [ ] Commit and define success (5 min)

## Questions to ask

- What did we learn from last period's goals?
- How does this goal connect to the team's priorities?
- How will we know this goal is achieved?
- If you could only hit one, which matters most?
- What might get in the way, and how do we plan for it?
- What support do you need to make this happen?

## Action items

- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________

Free template from OrgTP. Adapt or run it live at orgtp.com/templates/goal-setting-one-on-one