Conduct your 1on1s on Workboard to remove operational roadblocks, build momentum and loyalty, help people grow, and prevent misalignment or misunderstanding. You can set up and manage your 1on1s from the web app or from mobile while on the go! 1on1s can be set up by the Manager and the reporter only. 1on1s can also be set up for users with dotted-line reporting.
Set up your 1on1s
Easily schedule your 1on1s with your direct and dotted managers or reports.
1. Click the Meetings icon in the top navigation, then click the New 1on1 button at the bottom of the side pane.
2. In "Who do you want to meet with?" you'll only be able to select from those that you report to, or that report to you.
Note: Optionally, click on your direct or dotted-line reports on the right side of screen.
Note: You can only set up 1on1s with direct & dotted-line reports in WorkBoard.
3. Choose a Workstream for all of the Meeting Action Items (Takeaways) to be added to.
4. Choose a date, time and set up a recurrence.
5. Select Set.
Prepare the Agenda
Add any topic you'd like to discuss to the agenda. Use the smart bullet to organize your agenda and highlight risks, ideas and FYIs.
Use the buttons at the top of the agenda to add action items, workstreams, objectives, key results or files to make sure you can spend your 1on1s removing roadblocks and staying focused on results.
Using the PACE Meter
Visualize and act on perception gaps using the Performance, Engagement, Competence and Alignment (PACE) meter. Both manager and team member can compare how they feel about current performance, alignment, competence and engagement levels. Over time, you’ll be able to see if you're on the same page or if your perception is starting to diverge. By finding and discussing the differences early, you can avoid any surprises during a larger performance review.
Performance: the quality of the their work.
Alignment: how in sync they are with company and team objectives and priorities.
Competence: the knowledge and skills they need for their role.
Engagement: how much they contribute to the company and their team.
This can be a great way to start a conversation about gaps in perception – if the member rates themselves as a 3 but the manager thinks they are a performing at a 5, then perhaps the member is feeling unmotivated or unappreciated. If the opposite occurs, then perhaps the team member thinks they're doing great work, but the manager believes they have misaligned priorities and are doing the wrong work.
When you adjust the four sliders, you will see suggested meanings for each rating. Don't take the rating too seriously; just select what you're feeling and address the gaps from there.
The PACE meter allows the manager and team member to visualize ratings over time; the chart gets more powerful and insightful the more 1on1s you conduct in Workboard.
Viewing the Manager & Reports Objectives
The Objectives drop-down (located just below the PACE meter dropdown) in 1on1s lets you easily discuss your strategic initiatives. You can easily drill down into the Key Results as well and click See details to bring up the Objective details pop-up.
Adding Private Topics to 1on1s
All topics added to a 1on1 agenda are visible to both people by default. You can make a note to self on a 1on1 agenda that is not visible to the person with whom you are having the meeting.
In order to make a 1on1 Topic private, you must first add it, which means you should do so when they're not in the 1on1 Meeting. Follow these directions:
- First, look at the avatars at the top of the page -- if the other person is on the agenda at the same time, you'll see a green circle and dot on their name.
- If they're in the meeting now, wait until they've checked out to add the topic.
- After adding the topic, hover over the row, click the three dots icon (kebab menu) at the end.
- Select Make private. This topic will now only be visible to you.
End Meeting to close your 1on1
Closing a 1on1 gives you the option of sending a summary of the Topics & Takeaways to both participants.
To learn more about adding Topics and creating Takeaways check out our article on Meetings