Plan a Post-Review 1:1 with Your Direct Report

Post-review 1:1s enable managers to facilitate productive and meaningful conversations about performance with their direct reports. If your account admin has activated 1:1 company templates,  managers can apply a post-review template to make these conversations more impactful.

As a manager, there are two ways to plan a post-review 1:1:

• Create a post-review 1:1 from the Reviews tool
• Create a post-review 1:1 from the 1:1s tool

Before you start

• Ensure you have already set up a 1:1 relationship with your direct report before applying a 1:1 template.
• Managers can only apply post-review templates. Unlike agenda templates, 1:1 post-review templates are not recurring. However, adding a post-review template will not override any recurring talking points. 

Create a post-review 1:1 from the Reviews tool

1. Within the review cycle, navigate to Team > Share results. 
2. Select the name of the direct report to enter their web review packet.
3. Within the blue banner labeled Next steps after sharing [Direct Report]'s review packet, select Plan 1:1.
4. Within the templates banner, select the desired post-review template by selecting Apply.

Create a post-review 1:1 from the 1:1s tool

1. Navigate to People > My team > 1:1s. 
2. Select the desired 1:1 relationship.
3. Within the 1:1 agenda, select Add a conversation starter > 1:1 templates to open the template library. 
4. Navigate to the desired template and select Apply. 
5. Customize the agenda by adding or removing talking points and action items.