15Five’s 1-on-1 meeting agenda allows you to enhance and streamline your one on one meetings while recording the most important learnings all in one place. 1-on-1 agendas, including action items and talking points, are updated in real-time for both participants—in order to keep collaboration at level 5000. If your company's settings allow, you can have a 1-on-1 with anyone in your company. This vital element of a working relationship helps you build strong connections and re-align team + individual goals. The most common 1-on-1 meetings, other than those between direct report and manager, are between teammates or a dotted line manager.
1-on-1 content is only viewable by the two participating people, regardless of hierarchy, group permission settings, or following permissions.
You can add your direct report's Check-in answers to the 1-on-1 agenda with them. To get the most out of the 1-on-1 feature we recommend you ask a company-wide question "What do you want to discuss in our next 1:1? Nothing's too big or small."
Create a 1-on-1
1. Click on 1-on-1s from the left navigation.
2. You'll land on your 'My 1-on-1s' page where you'll automatically see a list of your direct reports (if you have direct reports) and a list of all people that you have held a 1-on-1 with previously.
15Five auto creates new 1-on-1s between direct reports and managers when the previous 1-on-1 is ended. In other words, for the 1-on-1s with your team or manager, you do not need to create a new 1-on-1 each time. Simply go to your 'My 1-on-1s' page and find the name of the person whose agenda you would like to view. If the 1-on-1 is with anyone other than your manager or direct report, you need to manually create a new one per the instructions in this article.
3. Click the Create a new 1-on-1 button.
4. A 'Create a new 1-on-1 agenda' pop-up will appear, including a drop-down menu. Use this menu to find the person that you want to create a new 1-on-1 with, and click on their name.
If you do not see this dropdown and the option to hold a 1-on-1 with anyone, contact your account administrators and ask them to enable this setting.
5. Then click Create a new 1-on-1.
6. You will be automatically redirected to the new 1-on-1 agenda with the person you selected.
7. Fill out the agenda with talking points and action items. Add in a date for the 1-on-1 meeting by clicking the orange Schedule 1-on-1 button.
8. Choose a date and (optional) time for the 1-on-1 meeting to occur.
If you choose a date only, we recommend that you also send a calendar invite to the other person, holding the spot on their calendar. If you choose a date + time AND have the Google Calendar integration live for your company, we will put a meeting on the other person's calendar for that date and time. Again, the time fields are optional, even if you have an active Google Calendar integration.
Use the Copy link to 1-on-1 button to copy a direct link to the 1-on-1 agenda. Then add the copied link to the calendar invite for easy access to the 1-on-1 agenda for both parties!
Manage your 1-on-1 agenda(s)
Add answers from a Check-in to your 1-on-1 agenda
Go to your 'Team Check-ins' page. While you review your direct report(s) Check-ins, you can add answers from the Check-in to the 1-on-1 agenda. If desired, rename the answer with a short title that will appear on the 1-on-1 agenda itself. Any answers added from Check-ins to 1-on-1s will appear as talking points on the current agenda.
For a walkthrough on how to add answers to the 1-on-1 agenda, see this article.
Add talking points, action items, & notesTalking points, action items, and notes can be added directly to the 1-on-1 agenda at any time before the 1-on-1 has been ended. Talking points and action items can be added by either person and will appear on the other person's agenda within one hour.
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. If you have a need for recurring talking points, leave the talking point unchecked on every 1-on-1 agenda.
Checked off/discussed talking points will still disappear from the following 1-on-1 agenda, as they have been talked about and checked off the list.
Action items that are left unchecked, will appear on the next 1-on-1 under the 'Previous action items' section. Action items (previous and current) that are checked off will not appear on the next 1-on-1. If you have a need for recurring action items, leave the action item unchecked on every 1-on-1 agenda.
Action items can now be assigned to either person in the meeting. Click the avatar next to the action item you want to assign, and select the person who's responsible. These action items will appear in the summary email as being assigned to a specific person.
Private talking points, action items, and private notes will only be visible to you.