Creating and Managing 1-on-1 Agenda Templates

To get started with 1-on-1 meetings, it’s important to create customized agenda templates. These pre-designed agenda templates offer a structured framework for conducting productive 1-on-1 meetings, covering a range of discussion topics to ensure meaningful and well-rounded conversations.
Let’s explore the creation process.

Note: Only authorized users (HR managers, team leads) can create new agenda templates. These permissions are set within the Roles and Permissions section.

1. Go to Grow -→ 1-on-1s → Agenda Templates
2. Click + Add Agenda Template
3. Provide a title that reflects the agenda's focus (e.g., Performance Review Agenda, Career Development Agenda)
4. Write a description outlining the key discussion topics
5. Check the box to make the template Public or leave it unchecked for Private visibility
6. Click + Add Talking Point to include as many discussion topics as you wish
• Don’t forget to save each Talking Point by clicking the tick ✓, and use the cross icon ❌ to delete it if needed.
7. Click Save to finalize or Cancel to discard changes

The visibility of your agenda template depends on how you saved it:

• Public: Visible to all users within your organization
• Private: Accessible only to the template creator

You can manage your agenda templates with these actions:

• Duplicate: Create copies of existing templates for customization by clicking the Copy button
• Delete: Remove unnecessary templates by clicking the Delete button
• Edit: Modify existing templates by clicking on their names and using the Edit icon

To access these options, click the agenda template name you want to manage.