Having frequent One on One meetings is one of the most powerful resources a team can use to strengthen communication, align priorities and measure the impact their efforts are having on the company. Regular check-ins, especially between a manager and his or her team, are a crucial part of most employee workflows.
What better way to encourage this engagement than providing an infrastructure for meetings which is tied to broader discussions about goals and performance?
So we built a tool for it: Dedicated 1:1 Meeting support
Article Quick Links
- How to setup and kick off a 1:1 meeting
- Your 1:1 meetings overview
- Setting meeting Talking Points
- Adding notes and action items
- Completing a meeting
- Working 1:1 meetings into performance reviews
- Company Overview for HR Admins
How to set up and kick off a 1:1 Meeting
There are two routes to setup a 1:1 meeting.
Method 1: Quick link for setting up a 1:1 meeting
- Click the "+Create" button in your top navigation bar and select '1:1 Meeting'.
- Choose the other participant using the search field, or navigate directly to your 1:1 Meeting home page. (see below)
- Once a co-worker is selected, you'll be redirect to the 1:1 Meetings page between you and them. This is your go-to place for all the meetings between you and your co-worker.
Method 2: Browse meetings / choose from your team members
- Choose '1:1 Meetings' from the navigation on the left-hand side of your screen
- Here you'll see a list of your existing 1:1's and also your team members too (especially handy if you're a manager of many team members). Click on one of the users.
- Additionally, you could also set up a 1:1 Meeting with anyone in your company by clicking the '+ New Meeting' button and searching for the user.
Your 1:1 Meetings Overview
From this page, you're able to manage all of the 1:1's you have with your colleague. Each meeting is made up of the following:
- Calendar link
- Talking Points
- Notes / Action items
- Meeting date
Each participant can add their own Talking Points and Notes, and these can be kept private from the other participant or made public later. Please read further for more information on Talking Points and Notes.
There is an easy option to timestamp your meeting, which can be useful when looking back through frequent check-ins.
Also included is the ability to link directly to the meeting hub. So if you have a standing invite for 1:1s in your shared calendar of choice, put the link there!
Setting Talking points
One of the main attractions of the feature is the ability to set some agenda items prior to the One on One. Both meeting participants can set areas of discussion they want to address, using them as a handy reference point to keep the conversation on track.
As the topics come to mind, you might want to compile your Talking Points over time. And since these agenda items have flexible visibility- You could potentially compose the topics and make adjustments with private visibility, and then right before the meeting, make them available for both participants to review. Or keep them private, up to you!
Talking point features:
- Easy To Add: quickly add Talking Points with keyboard shortcuts: Cmd./Ctrl. + Enter
- Organize Talking Points: give your 1:1 Meetings structure and flow by organizing Talking Points
- Feel Accomplished: check off Talking Points to ensure all important topics are addressed
You have the flexibility to have both private and shared Talking Points in the same meeting, can edit at any point, or delete.
Important! To edit either Talking Points or meeting notes, look for the downward facing arrow, like here:
Adding notes & Action items
During the meeting the opportunity to take notes or set actions items before the next check-in might arise. Both meeting participants can jot them down in real time, or transfer once the meeting is complete.
There are the same visibility options as the Talking Points section, and as the meetings begin to thread, the notes can become points of reference / actions items for future 1:1s.
Completing a meeting, threaded perspective
Once a meeting has wrapped up, simply click the "Complete Meeting" button to commit it to record. As the 1:1s begin to accrue, you can look back at past meetings for perspective, or just to quickly reference the last meeting as you anticipate the next.
When review time roles around, these threaded conversations can become really powerful to reflect on.
Working 1:1s into the Performance Reviews
When it is time to have a formalized check-in around performance between manager and team, we make it easy to rely on all of the past conversations captured in 1:1s. No stress in trying to remember a milestone, no need to dig through a series of notes- It is all available at the bottom of your review form.
360° feedback too!
Since you can use this feature to set Talking Points and take meeting notes with any colleague at your company, these conversations can also prove to be useful as part of a 360 process! If you've been asked to give feedback to a team member you've had meetings with, that threaded dialogue will be available as a resource to you as well.
If you are initiating a meeting with a colleague, you have the option to trigger an email notification to them:
Delivered to their inbox, it looks like this:
You will also receive in-application an email notifications when public Talking Points are added or adjusted- As well as when public notes are added or adjusted.
If you would like to disable 1:1 notifications to your inbox, you can do this by:
- Hovering over your profile pic in the upper right corner of your screen
- Clicking into your profile menu and selecting "Your Settings"
- Unchecking the 1:1 email notifications
1:1 Company Overview for HR Admins
As an HR Admin, you can discover the frequency of meetings that are performed between managers and their direct reports from the 1:1 Company Overview page.
You'll be able to filter 30, 60, and 90 days into the past to view meetings between team members and managers. We also offer a convenient search feature to look up employees and meetings by name.
Presenting to your team? Download our Keynote or Powerpoint below