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1:1 Meeting
Through Learned, we help employees and their coach(s) have good conversations. Of course we do this using the review cycles, the formal conversations in the organization. In addition, your organization could also record 1:1 meeting. These are the more informal conversations between an employee and coach, or between employees themselves. Think weekly 1:1's, check-ins or Bila's. You are not given tasks to prepare for the conversation, unlike in reviews.
In a 1:1 meeting, you can add any topic you want to discuss with your interviewer. Think of a topic you want to discuss once, or maybe you want to discuss one of your goals because you are running into something.
Both you can create conversations with your coach and your coach can schedule conversations with you. This article goes into more detail on how you as an employee can create and have conversations.
💡: You can also create an informal (1:1) meeting with multiple participants. In that case we speak of a 'Team meeting'. Useful, for example, if you want to schedule a recurring monthly meeting with your (project) team.
Creating 1:1s or team meetings
You can create and find 1:1s & team meetings by clicking on '1:1s' in your left menu. You get to an overview page where you see all the meetings you are participating in. Using the 'Create Meeting' button you can create a meeting with a colleague, coach or team.
❗️Note: The overview page only shows future 1:1 meetings. Are you looking for a 1:1 call from the past? Then use the filtering option.
On the overview page, you will see a column “Employee”. When you see a profile picture here, it means that this 1:1 meeting is about the person whose picture you see. So if the 1:1 meeting is about you as an employee, you will see your own profile picture here.
Choose a 1:1 template
Admins can set up 1:1 meeting templates to support you with sample questions and conversation topics. When you choose a template in the dropdown, the name, description and questions from the template are automatically loaded. You can customize this per call to your liking.
📚: Read this article for more information on how to create a 1:1 template as Admin.
Select the participants
Next, select the people with whom you want to have the meeting. This can be one coach, multiple coaches, or other team members.
❗️Note: When you turn on the slider, it means that the 1:1 meeting is about that person. With this setting, you also ensure that the sidebar in the 1:1 meeting is visible for the person this meeting is about.
💡: When having a 1:1 meeting with a colleague to discuss a particular project, leave all sliders off. If this is left off, no sidebar will be visible in the 1:1 conversation either.
Date, time and repeat pattern
Next, you determine the date of the call. Do you want to create a recurring 1:1 meeting that repeats every week or every month, for example? You can set the following in the dropdown under 'Repeat':
Repeat calls weekly until a certain end date.
Repeat calls every 'X' weeks until a specified end date.
Repeat calls on custom dates that you enter for each call.
An email invitation is automatically sent for all calls that will appear in any calendar type.
Optionally add a meeting link
When creating a 1:1 or team meeting, you'll also see the option to add a digital meeting link. Useful for creating a series of calls. Then, should your team member be working from home or remote at any of the times in the series, the meeting can still take place.
❗️Note: This option is only visible at the time the calendar integration is established. Depending on the calendar you have linked, you will see here the option to add a Google Meet or a Microsoft Teams link.
📚: Read this article if you want to learn more about setting up a calendar integration.
Add talking points.
The conversation topics are the questions that should come up during the conversation. You can add additional topics in addition to the topics from the 1:1 meeting template as you wish.
During 1:1 meeting: During the 1:1 meeting, it is possible to import existing talking points from other templates or to add new talking points that are important for the current 1:1 meeting.
Conducting a 1:1 or team meeting
After you have created the 1:1 meeting, it will appear on the overview page of '1:1s'. In addition, all parties involved will immediately receive an email notification. By clicking on the conversation, you can get started with it. Conducting the conversation works the same way for both the coach and the employee.
💡: When you have created a 1:1 meeting that is about a specific employee, you will see this reflected in the overview of all 1:1 meetings you have scheduled in the 'Employee' column. Do you see a profile picture there? Then you know that this 1:1 meeting is about a specific employee.
Discuss all preset talking points
The various talking points are listed below each other. The participants have a text field for each topic to keep add meeting comments. In addition, attachments can be uploaded to the meeting report. All participants can also add additional topics before and during the meeting.
Have you added new talking points during the 1:1 meetings and would you like to carry them over to the next 1:1? Then you can copy them by clicking on the three dots next to the talking point.
💡: You can easily archive inactive 1:1 meetings. Use the icon in the top right corner of the 1:1 meeting. You can find the archived meetings on the 1:1 page by using the filter.
ℹ️: All 1-1 (sequences) from before September 2025, without future events, are automatically archived.
During the conversation, you can click on the date at the top of the screen to navigate to previous and upcoming meetings. Select a meeting from the dropdown menu or use the arrows next to it. This way, you can also easily see what was discussed last time or what you will discuss in the upcoming 1:1 meeting.
Summary & Next steps
During the 1:1 meeting, you have the option to take notes or define action items (Next steps).
You can find the summary at the top right or below the fixed discussion topics. You can move this pop-up anywhere you like using drag & drop. In addition, all notes are saved automatically.
❗️Note: Initially, your notes are saved as a draft. You need to publish them to make them visible to the other participants in the 1:1 conversation.
Record and Summarize
You can also have your 1:1 conversation recorded and summarized by AI. This allows you to fully focus on the conversation without forgetting to capture important moments.
📚: Read this article for more information about recording and summarizing.
When you choose to record the conversation, first select the language in which the conversation will be conducted.
After the recording, the transcription will be processed by AI into a summary. You can save this as a draft or choose to publish it.
💡: You have the option to use ‘Assist me’ when summarizing the recording. To do this, click on the transcript file. This allows you to regenerate the summary or create a custom prompt.
You can create Next steps from the same place in the meeting where you find the summary. At the top right, you’ll see the ‘Next steps’ button. Assign the created Next step to yourself or (one of) your meeting partner(s).
These Next steps can of course be found and checked off on the Next steps page in Learned, but they will also be visible in the next 1:1 meeting to reflect on.
You can find all your open Next steps via your profile picture at the bottom left – Next steps. You can also access the Next steps page directly from your Home page. From the Next steps page, you can check off your action items as soon as you’ve completed them.
The sidebar in the 1:1 meeting
When the 1:1 meeting is about a specific employee, the sidebar for that employee is loaded. Here you can find more information about the job profile, goals, previous reviews and insights.
In the sidebar you see only the data to which you have permissions:
Admin: sees all tabs and all data
Employee: sees all tabs and data about themselves
Coach: sees all tabs and all data about the team member
Guest (not coach): only sees Goals tab, and only the goals the guest is allowed to see. For example, public goals or goals shared with the team.
💡: If it is a team meeting, and no specific employee is selected that the conversation is about, only goals that you are allowed to see are displayed. So the display may vary from person to person.
📚: Read this article to learn more about the sidebar.
Creating insights from a 1:1
You can send important input from the various conversations directly from the 1:1. Select the relevant text, after which an icon in the form of a light bulb appears. Click this icon to send the input to Insights.
After clicking on the icon, a pop-up appears to create a new insight. This is automatically linked to yourself, or the employee the 1:1 was about. This makes it easier to find all relevant information when preparing for the next 1:1 or a review conversation.
You can find this input under Insights within the platform. You can also see this in the sidebar on the right within both the 1:1 and the review module.
📚: Read this article if you want to learn more about Insights.
Export the meeting report
Finished the 1:1 meeting? All participants of the 1:1 meeting can export the meeting report to PDF, by using the button at the top right of the meeting.
Modify meeting settings?
After publishing a meeting, or a series of meetings, you want to change something? No problem! Just keep in mind the following:
With a series of meetings, when you change the name and description, this change is implemented in all meetings.
In a series of meetings you can change the conversation topics per conversation.
For a scheduled series of meetings, you can change the date per meeting, or for the entire series of meetings.
If you are a series creator, a scheduled series allows you to delete not only a single meeting, but also the entire series or all future meetings in the series. This preserves the content of historical meetings within the series.