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Create a 1:1 Agenda Template as a Manager

Hang Tran
  • Updated

How to set agenda templates in a 1:1 (formerly recurring talking points)

Employees can create customized agenda templates for agenda items they'd like to discuss regularly in their 1:1 relationships. As a manager, this allows you to efficiently plan your 1:1s and is a great way to ensure you're touching base with each of your direct reports about any team-wide projects or initiatives.

Managers can create agenda templates in two ways:

  • For their team
  • For an individual

Before you start

  • Non-managers can create agenda templates in their 1:1s but will not be able to edit an agenda template their manager has created.
  • An employee will only be able to edit the agenda templates that they have created.
  • Only the creator of the template will be able to view the employees the template is shared with; the direct report cannot view who the template is shared with.

Create an agenda for your team

Note: These steps will only be accessible if you already have created a 1:1 relationship. If you'd like to assign templates first create a relationship and then follow the steps in Creating an agenda template for an individual.

  1. Navigate to People > My team > 1:1s.
  2. Select plus (+) > Configure agenda templates.Image of Lattice 1:1s page where a square highlights the plus sign button and an arrow is pointed to the Configure agenda templates option
  3. Select Create agenda template.
  4. Fill out the agenda template fields:
    • Name: Title of your template
    • Agenda: Talking points that will be added to 1:1 agendas the template is assigned to
    • Assigned to (Optional): The active 1:1 relationships you'd like to assign the agenda to
  5. Select Save.

Creating an agenda template for an individual

  1. On the Home page, select Plan 1:1s.
  2. Select the 1:1 relationship you'd like to add an agenda template to.
  3. Within the agenda, select Settings.
  4. Under Recurring agenda template, choose to assign an already created template from the dropdown.
  5. (Optional) To create a new agenda template, select add the desired talking points and select Create as template to give the template a name, assign it out to other relationships, and save.
  6. Select Save. 

Note: The Custom template is made up of previously added recurring 1:1 talking points for that specific 1:1 relationship. If you'd like to add additional talking points to the Custom template, add additional recurring talking points and select Create as template. 

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