Manager 1:1 Meeting & Team Performance Hub Excel Template

Manage the people, not the paperwork. The Manager's 1:1 & Team Performance Hub is a connected Microsoft Excel template for managers, team leaders, supervisors and small business owners who want a practical weekly rhythm for people management. Instead of separate forms that disappear into folders, this workbook brings regular conversations, commitments, performance evidence and review preparation into one organised manager view. WHAT IT HELPS YOU DO - Prepare structured, useful 1:1 conversations - Record wins, blockers, feedback, decisions and follow-ups - Track employee actions, priorities and deadlines - Monitor goals and OKRs with progress and health indicators - Keep balanced performance evidence throughout the year - Plan coaching and development activities - Capture recognition and positive contributions - Monitor support needs and RAG status - See overdue 1:1s, actions, at-risk goals and reviews due soon - Prepare for employee reviews with a focused readiness snapshot WHAT IS INCLUDED - 1 Microsoft Excel workbook - Quick Start PDF guide - Personal Use Licence PDF - Read Me file WORKBOOK SHEETS Welcome; Setup; Team Roster; Manager Dashboard; 1:1 Meeting Planner; 1:1 Meeting Log; Action Tracker; Goals & OKRs; Performance Notes Log; Coaching & Development; Recognition & Wins; Support / Risk Tracker; Review Prep; Team Performance Summary; Lists & Settings; Sources & Notes. SPECIALIST FEATURES - Weekly manager attention queue - Automatic overdue and due-soon indicators - Employee-level 1:1 cadence status - Action and goal health tracking - Review readiness scoring - Support and risk RAG overview - Individual review preparation view - Team performance summary - Dropdowns and conditional formatting - Connected formulas and dashboard charts - Realistic fictional sample data to show the workflow - Gridlines removed for a polished, professional finish WHO IT IS FOR - New and experienced people managers - Team leaders and supervisors - Department heads - Operations managers - Small business owners - HR-aware managers who want better records between formal HR processes COMPATIBILITY Designed for Microsoft Excel. The desktop version of Excel on Windows or Mac is recommended. Google Sheets, Numbers and other spreadsheet software may not retain all formulas, dropdowns, formatting or charts. PLEASE NOTE This is a digital download. No physical item will be sent. The workbook is an organisation and documentation tool. It is not an HR information system and does not replace employment law advice, professional HR guidance or your organisation's policies. Performance information can be sensitive; buyers are responsible for secure storage, access control and appropriate use. LICENCE For the original buyer's own use. Redistribution, resale, sharing, sublicensing and inclusion in another product are not permitted. See the included Personal Use Licence for full terms. HOW TO START 1. Download and unzip the customer file. 2. Read the Quick Start Guide. 3. Save a working copy of the workbook. 4. Complete Setup and add your team. 5. Use Manager Dashboard as your weekly people-management check-in.