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How to Create a One-on-One Template

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Introduction

One-on-ones are based on templates – each template consists of different sections with questions, KPIs, targets, or other things you would like to discuss during the meeting with your employee. Team managers decide what to include in the template and how to organize it.

The templates help you lead meetings, take notes, keep track of the previous discussions, and more. You can create, edit, and reorganize the sections in each template however you see fit.

Only employees with team manager access can create and edit one-on-ones and access the one-on-one templates.

How to create a template

  1. Go to Coaching > One-on-one templates > + New template.

  2. Add a template title, such as Monthly meeting, Personal development, or others.

  3. Click + Add section to start building your template. You can add as many sections to the template as you see fit. Learn more about section parts below.

  4. Click Save to finish and create the template.

Template sections

Here's a breakdown of all the section items:

  1. Title – This is where you ask a question or write down what you want to discuss in this section.

  2. (Optional) Description – Add leading ideas, the points you want to discuss, and so on. Adding description is optional, but it can help you build a better structure for your conversation.

  3. (Optional) Allow notes – If enabled, you'll be able to write down the meeting notes, such as employee responses or comments.

  4. (Optional) Allow rating – If enabled, your employee will have to give a 1-5 rating of their experience. Useful for questions such as "How satisfied are you currently...?"

  5. (Optional) Allow employee to edit notes or rating – Once you start a one-on-one meeting and share the document with your employee, you can give them a chance to take notes and edit the one-on-one.

  6. Order – This is the section order. We are working on improving the feature to make it more user-friendly, but until then you will have to manually add the question order (lowest value shown first).

  7. (Optional) Tracked KPI and Target KPI – If you're discussing performance, you can select a formula and add it to the section.

  8. Time period – Works in relation with the Tracked KPI. Choose the time period, and you will see the tracked and target KPIs for the current and previous time periods.

Example

The section example and image above illustrate how a section is shown in the one-on-one.

  • Title – How are you feeling?

  • Description – Can you give a recent highlight of something good that's happened to you both professionally and personally?

  • Allow notes – enabled

  • Allow rating – enabled

  • Allow employee to edit notes or rating – disabled

  • Order – 1

  • Tracked KPI – Number of Deals Won

  • Target KPI – Target - Won Deals

  • Time period – Month

What happens if I change the template?

Your existing one-on-ones will not change. If you modify a template, all new one-on-ones will use the updated template, and all existing one-on-ones will keep their original templates. The same applies if you delete a template.