Once you've gotten your bearings with the 1:1 Conversation tool layout, it's time to set one up.
When you are on a 1:1 conversation page with an individual and haven't had any meetings with them, you'll see this screen. Click on Create Meeting to get stared.
A modal window pops up asking you to define the parameters around the 1:1. You can pick the date and cadence.
During the meeting creation work-flow, you'll soon be able to connect this to an existing calendar. Soon, Reflektive will be able to create reminders on either Google Calendar or Outlook.
After you select the date and cadence, you'll see a date appear along with Add a topic and Conversation Starters.
Clicking on Add a topic pops open a window that lets you set the topic title along with whatever context you'd like. You can also change privacy settings (shared or private). Feel free to format your comment using the shortcuts listed.
While you can set any topic, it's highly encouraged that you begin with Conversation Starters.
Employees and managers are both able to leverage a series of pre-populated templates, or create their own topics to guide upcoming conversations. Since all of this is housed in the Reflektive platform, users receive suggestions based on performance activity that can be quickly added as discussion topics.
After you select your template, go through and pick the question(s) that you discuss. That's it! Email notification reminders will be sent out by the system a day prior to the 1:1, as well as the day of. You are able to opt out of these communications within your personal email communication preferences.
To learn about how to have Impactful 1:1 Conversations and other best practices, please check out these articles.
Print this Guide
Use this guide for reference or share it with your team by saving or printing this page. Right-click anywhere on this page to save or print.