Create a 1-on-1

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. 

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Note

1-on-1 content is only viewable by the two participating people, regardless of hierarchy, group permission settings, or following permissions.

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Tip

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."

Success Center article 🗒: Best Practices for 1-on-1s
Success Center article 🗒: Enable/disable 1-on-1s with anyone
Video 🎥: 1-on-1 Product Walkthrough


Create a 1-on-1 

1. Click on 1-on-1s from the left navigation.

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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.

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Note

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.

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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.

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Note

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.

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6. You will be automatically redirected to the new 1-on-1 agenda with the person you selected.

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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.

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8. Choose a date that the 1-on-1 meeting is going to occur on.

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Tip

After choosing a date, 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 because you have the Google Calendar integration enabled, we will put a meeting on the other person's calendar for that date and time. The time field is optional if you have an active Google Calendar integration.

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Tip

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!

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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.

You can also add answers from your own Check-in as talking points on the 1-on-1 with your manager.

For a walkthrough on how to add answers to a 1-on-1 agenda, see this article.

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Add talking points and action items

Talking 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 in real-time.
Talking points

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. 

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.

Any talking point on any 1-on-1 agenda can be marked as "repeating"! To mark a talking point as repeating: hover over or click into the talking point field, and then click the repeating icon.

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  • If the repeating talking point is not checked off, it will act like any other unchecked talking point and roll over to the next 1-on-1 agenda.
    • All comments and attachments will roll over with the talking point, just as they would for any talking point that is not checked off.
  • If the repeating talking point is checked off, it’s like a brand new one was automatically added to the next 1-on-1 agenda. 
    • If a repeating talking point has comments and/or attachments associated with it and is checked off, the repeating talking point on the next 1-on-1 agenda will be a “fresh copy” and will not have any of the comments and/or attachments in it. It acts like a brand new talking point was added.

Action items

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 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.

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Note

Private talking points, action items, and private notes will only be visible to you.

Format 1-on-1s fields

There are ways to enhance your 1-on-1 agenda, allowing for deeper conversation and less tactical run around. The below enhancements exist across talking points, action items, and shared notes.

  • Make any talking point or action item private using the lock icon. 
  • Use the text formatting options to bold or italicize text.
  • Add a hyperlink to your text by highlighting the word(s) and using the link icon.
  • Create a bulleted or numbered list.
  • Add an attachment to your agenda using the paperclip icon. Attachments are unavailable in notes.

When all content is organized and outside resources are included, 1-on-1 conversations can flow more freely.

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