15Five's 1-on-1 agenda allows you to streamline your one-on-one meetings and record the most important topics of conversation and takeaways, all in one place. The agenda allows two people to add and track talking points, action items, and notes, facilitating consistent feedback, accountability, and conversation between participants.
In this article, you will learn about how to use each section of the 1-on-1 agenda:
Access and availability
⛔️ Required access to 1-on-1s.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Total Platform, and Focus (legacy) pricing packages.
Talking points
Talking points are important conversation items that should be discussed during the 1-on-1 meeting. Before holding a 1-on-1 meeting, we recommend that both participants add talking points to guide the conversation and ensure you make the most of your time together.
You can achieve the following talking point-specific tasks:
Either 1-on-1 participant can add talking points to the 1-on-1 agenda at any point before or during the 1-on-1 meeting.
Tip
You can drag and drop talking points and/or action items to reorder them into an order that meets your needs!
Once you discuss a talking point, you can check it off. Checking off a talking point during a 1-on-1 means that it will not appear on the following 1-on-1 agenda. It will, however, continue to appear on the 1-on-1 agenda on which it was checked off (so your past 1-on-1s can serve as a record of what's been discussed in the past).
Unchecked talking points will carry over to your next 1-on-1 agenda without any intervention. These unchecked items will appear in the 'Talking points' section again and will maintain any comments or attachments on the following 1-on-1.
Any talking point on any 1-on-1 agenda can be marked as "repeating" by hovering over or clicking into the talking point field and then clicking the repeating icon.
If a repeating talking point is checked off, a brand new version of that talking point will be added to the following 1-on-1 agenda. If the repeating talking point had comments and/or attachments associated with it, they will not carry over - the version that appears on the next 1-on-1 will be a fresh copy.
Unchecked repeating talking points will act like any other unchecked talking points and roll over to the next 1-on-1 agenda. All comments and attachments will roll over with the talking point.
Sometimes, talking points are just the beginning of the conversation— oftentimes there is a larger discussion that takes place around the talking point. Though you can add general notes in the private/shared notes fields, adding comments in line with the talking point make remembering what was discussed much easier.
To add a comment to a talking point, hover over the talking point and click on the Chat bubble icon that appears to its right.
Type your comment, then click Post comment. Either 1-on-1 participant can continue to add comments in the thread as needed.
Note
Comments can be added by either person and are visible to both people in the 1-on-1. After a comment is added, the other person in 1-on-1 will be notified via in-app notification feed and email (if enabled). Comments are not included in the '1-on-1 has been ended email'.
If it's no longer important to discuss a specific talking point, the person who created the talking point can delete it by clicking the trashcan icon to its right.
If the talking point was originally created as a discussion from your homepage and added to the 1-on-1 agenda, it will also be removed from your homepage upon deleting it from within the 1-on-1 agenda.
Action items
Action items are tasks that need to be accomplished by a participant between this 1-on-1 meeting and the next. The Previous action items section contains incomplete action items from previous 1-on-1s, while the New action items section allows you to add new action items up until the 1-on-1 is ended.
You can achieve the following talking point-specific tasks:
Either 1-on-1 participant can add an action item by clicking Add an action item. Action items you add will be assigned to you, but you can reassign them to the other participant if needed.
By default, action items you add will be assign assigned to you. You can assign an action item to the other 1-on-1 participant by clicking on the avatar to the left of the text field and selecting the other person.
Once you assign it to the other person, you will no longer be able to edit the action item. If you need to edit, you can always reassign it back to yourself, edit it, and then assign it to the other person.
Once you complete an action item, you can check it off. Checking off an action item during a 1-on-1 means that it will not appear on the following 1-on-1 agenda. It will, however, continue to appear on the 1-on-1 agenda on which it was checked off (so your past 1-on-1s can serve as a record of past action items).
Unchecked action items from the current agenda will appear under the 'Previous action items' section on the following 1-on-1. All comments and attachments will roll over with the action item.
Action items might not be as simple as, "Did you do the thing or not?". Though you can add general notes in the private/shared notes fields, adding updates and/or comments in line with the action item makes it easier for both people to know the latest status.
To add a comment to a talking point, hover over the talking point and click on the Chat bubble icon that appears to its right.
Type your comment, then click Post comment. Either 1-on-1 participant can continue to add comments in the thread as needed.
Comments can be added by either person and are visible to both people in the 1-on-1. After a comment is added, the other person in 1-on-1 will be notified via in-app notification feed and email (if enabled).
Notes
The Notes sections allow you to take shared or private notes during the 1-on-1 meeting.
There are two sections in which you can take notes:
Shared notes are visible to both 1-on-1 participants. They will be included in the summary email and can be edited anytime— even after the 1-on-1 has been ended.
Summary email
After you end a 1-on-1, a summary email will be sent to both 1-on-1 participants that contains all talking points, action items, and shared notes. Private notes and comments are not included in this email.
Additional resources
- 1-on-1 Deep Dive (22 min watch)
- How to lead an effective 1-on-1 in 30 minutes (32 min watch)
- 15Five Deep Dive: What Do I Do In my 1-on-1? (45 min watch)
- 15Five Deep Dive: Ask Us Anything: A 1-on-1 About 1-on-1s (60 min watch)
- 15Five Deep Dive: Your Step-By-Step Guide To Hosting Meaningful 1-on-1s (32 min watch)
- 15Five Deep Dive: The future of 1-on-1s through the eyes of 15Five (30 min watch)