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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 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 1:1's or team meetings
You can create and find 1:1's & team meetings by clicking on '1:1's' 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.
❗️Please 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.
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.
📚 Want to know more about how to create a 1:1 template as Admin? Then read this article.
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.
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.
📚 Want to learn more about setting up a calendar integration? Then read this article.
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.
You have the following options here:
General: Here you can write down your own conversation topics, or choose from the available templates.
One tab per participant: For each participant, you can provide real-time feedback and load these messages into the conversation. If you have coach rights over a participant, you can also add various other Learned functionalities as conversation topics.
Note ❗️: All conversation topics added to the conversation are visible to all participants in the conversation. However, if you are not a coach of a participant in the conversation, you cannot click through on the goal and thus have no access to the underlying information or any progress.
Conducting a 1:1 or team meeting
After you create the meeting, it will appear on the '1-1's' page. In addition, all parties involved will immediately receive an email for notification. By clicking on the title of the conversation you can get started with it. Conducting the conversation works the same way for the coach and for the employee.
Note op❗️: If you create a meeting with a repeat pattern, you will only see the next 1:1 meeting reflected on this page. When opening this meeting, you have the option with the arrows to switch between the different conversations in the sequence.
Discuss all preset meeting topics (Talking Points)
The different meeting topics are listed below each other. For each meeting topic, participants have a text field to keep a meeting record in. In addition, attachments can be uploaded to the meeting report. Also, all participants can add additional conversation topics before and during the conversation.
In addition to the text fields per conversation topic, there is also space for shared notes and private notes. Of course, the private notes are not visible to anyone and they are not included in the PDF export.
During the meeting, you can click through to previous and upcoming meetings at the top of the screen. You can open all meetings to see the meeting topics and notes. In addition, you can define next steps for the next meeting on the right. You click on a profile picture and assign concrete next steps. You can easily check off these.
All your open next steps can be found via your profile photo (bottom left) - Next steps. You can also click from your Home page directly to this Next steps page. From the Next steps page, you can immediately check off your action items as you complete them.
Export the meeting report
Finished the meeting? All participants of the 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.