Company development 1:1 templates enable admins to guide and provide resources to managers in how they facilitate developmental conversations. Activating a Company development 1:1 template allows managers to apply the templates to specific one-off 1:1s with their direct reports.
The following 1:1 templates are available to activate:
- Introduction to the Individual Development Plan
- Individual Development Plan Check-In
- Individual Development Plan Finalization
- Ongoing Development Check-in
Before you start
Company development 1:1 templates are only available for accounts that have purchased the Grow product.
Company development 1:1 templates are distinct from company recurring talking points and agenda 1:1 templates, which only apply recurring talking points to 1:1s. Company development 1:1 templates can only be added to single 1:1s.
Activate Company development 1:1 templates
Step 1: Navigate to Admin > 1:1s > Settings.
Step 2: Under Company 1:1 templates, enter the Deactivated tab.
Step 3: To preview the 1:1 agenda and action items, click on the desired template.
Step 4: Within the preview, select Activate template.
Step 4: Click on the ellipsis within the template card and select Activate template.
Step 5: To confirm, select Yes, activate.