[1:1 Meetings] Getting Started

Frequent one-on-one meetings are one of the easiest ways for managers to strengthen communication, align priorities, and keep a pulse on engagement with their teams. Managers can also use this time to recognize employees for their wins and to raise performance issues early and proactively.

Small Improvements' 1:1 Meetings module gives both meeting participants an opportunity to add talking points to the agenda ahead of time, giving each other a chance to prepare and ensuring that they are using their meeting time efficiently. Participants can also assign action items and log meeting notes to hold each other accountable for following through on any outstanding to-dos.

There are two routes to create a 1:1 meeting.

You can create a meeting from anywhere in the application by clicking the “+" button in the lower left corner above your name and selecting "1:1 Meeting".

Or, you can navigate to your 1:1 Meetings dashboard by selecting "1:1 Meetings" from the navigation bar on the left-hand side of the screen. Here you’ll see a list of your previous and upcoming 1:1’s. You can click on one of the users to view your meeting history and any existing agendas for upcoming meetings, or click the "+ Create Meeting" button in the upper right corner to create a new meeting.

Then:

Be sure to set the meeting date, time, and title for easy reference when looking back through previous meetings.

One of the main attractions of the 1:1 Meetings module is the ability to add talking points to the agenda prior to the meeting. Both meeting participants can add topics for discussion and then use them as a handy checklist to keep the conversation on track.

You have the flexibility to add both private (visible only to you) and shared talking points. You can add, remove, or edit talking points at any time.

You can add templated talking points from a personal or company meeting template.

If you didn't apply a template when first creating the meeting, you can apply it later here:

Participants can assign each other action items for accountability. Action items automatically follow participants into future meetings until they are marked complete, and action items also appear in a nifty to-do list on each user's homepage.

During the meeting, you'll likely want to take notes for future reference. Both meeting participants can jot down meeting notes in real time while the meeting is underway, or they can always come back to add notes later.

Meeting notes save automatically as you draft them. Once you’re finished drafting your note, click “Add note” to share it with the other participant. If you would prefer to keep the note private, be sure to check the “visible only to me” box.

You’ll find the button to upload an attachment below the meeting notes. Files can be made visible to everyone with access to the meeting, or kept private and visible to only you.

You can share the meeting with other users, who will be able to view the agenda but will not be able to add to it.

The Meetings Search menu allows you to quickly search through the content of previous meetings.

You have the option to create a draft if you’re not quite ready to share the agenda with the other meeting participant.

When you initiate a meeting with a colleague, they will receive the following notification via email:

Participants will also be notified when new talking points are added to the agenda:

To manage your 1:1 email notifications:

​