This guide covers every aspect of how to have effective and meaningful one-on-one meetings from both the employee and manager perspective. A comprehensive guide to starting with one on one meetings, including free templates and recommended questions.I do formal 1-on-1s twice a year. Annual review and a mid-course discussion. Identify annual shareholder meeting requirements and simplify your planning with a checklist of the steps and processes needed for success. A successful shareholder meeting is built on a wellcrafted plan. The first step is to determine the date, time, and location for the meeting. In most cases this is a 30-minute meeting held once a week. These are trusted, researchbased oneonone templates you can try out with your direct reports. 6.1 The chronological one-on-one format.