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Performance & GrowthAvailable
1:1 Agenda & Notes
A shared 1:1 agenda, notes each of you keeps to yourself, and action items that carry forward.
The problem
1:1s without structure become status updates. Action items get lost, there is no continuity from one week to the next, and neither person has anywhere to note the thing they are not ready to say out loud yet.
What it covers
The building blocks of 1:1 Agenda & Notes.
- A 1:1 between one person and someone who reports to them — either of you can put the next one in the diary
- A shared agenda both of you can add to before the conversation
- Private notes that only their author can ever read — enforced in the database, not by a setting
- Action items assigned to one of you, that either of you can tick off
- Open action items from your earlier 1:1s shown on the next one
- An optional link from a talking point to one of your goals, when Goals & OKRs is on
- Marked done or cancelled, with everything written on it kept
Typical use cases
A few of the ways teams use 1:1 Agenda & Notes.
Weekly manager 1:1s
Skip-level conversations
Keeping a private record before a difficult conversation
Making sure what you agreed actually gets done
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