Good 1:1 meetings start with good preparation. Coach makes this faster by surfacing the right data at the right time, so you can focus on coaching, not admin.
Schedule a meeting
Navigate to Coach in the main navigation menu, and then select the individual or team you'd like to schedule a meeting with.
On the relationship overview page, select +Schedule new meeting n the upcoming meetings area.
Name your meeting and then, set when you'd like the meeting to start.
The meeting will automatically start on the date and time specified. When the meeting starts, its status will change from upcoming to in progress.
Create a new meeting using an existing meeting's agenda items
Use the schedule meeting icon on the right of a specific meeting in order to schedule a follow-up meeting. This will copy an existing meeting's title (which you can amend), and any unfinished agenda items.
Note: it will not copy an agenda if the agenda items are marked as completed.
Meeting templates are coming soon!
Prepare and run a meeting
Select the meeting to navigate to the meeting view.
Review the manager briefing
The manager briefing empowers you prep for your upcoming meetings. It's an AI-generated summary of the individual's performance against targets, goals and recent activity. It even includes suggested talking points to cover in the meeting.
🔐 Briefings are manager-only. Your report cannot see them.
They're designed to help you prepare. AI can make mistakes, and so it's always best to review alongside the meeting data.
Select the Generate briefing button before or during a meeting, to generate a summary.
The manager briefing is based on all the data and context that is true at the time the briefing is generated. To get an updated briefing based on the latest data, select regenerate briefing on the right.
✨ What does the AI review?
Targets: Current and previous period performance, including any comments left by you or your report.
If you want the AI to review a particular date range, use the date override functionality in the Targets area to select a specific date range for 'current period'. Find out more ➡️ here.
Goals: Active goals and their progress since the last meeting
Actions: What's been completed, what's overdue, and what's still outstanding
Notes: Shared notes from the previous meeting
Agenda items: Topics scheduled for discussion
Then it generates:
A performance snapshot highlighting key trends (e.g., "Revenue up 15% but calls down 20%")
Suggested talking points based on anomalies, overdue actions, or goals at risk
Context from previous meetings to maintain continuity
👀 Should I trust the AI?
The briefing is a starting point, not gospel. It's designed to save you time by surfacing patterns, but you should always:
Review the raw data (targets, goals, actions) yourself
Use your own judgment about what matters most
Treat AI suggestions as prompts, not prescriptions
Review targets
Targets are the foundation of most 1:1s. Find out more ➡️ here.
Review the Targets area and look for red flags: missed targets, declining trends, or metrics that don't tell the full story.
Adding context to targets
If you spot something worth discussing, add a comment to the target using the comment icon on the far right.
The comment functionality starts a thread tied to that particular target, that both managers and reports can view and respond to. Use the area to explain context, ask questions, or capture commitments.
Comments create a record of the conversation. If someone misses revenue but was on holiday, note it. If they smashed calls but you agreed to adjust the target, note it. This context matters for promotions, reviews, and compliance.
All comments are timestamped.
Note: The "Current" and "Previous" periods shown on targets reflect the target's interval (e.g., monthly, weekly), not the time between this meeting and the last one.
To adjust the time period shown, use the date override functionality. Find out more ➡️ here.
Review progress against Goals
Goals are longer-term objectives beyond weekly targets.
Before the meeting, review:
Which goals are on track vs. at risk
Whether any goals need progress updates
Create new goals if priorities have shifted
Goals can be platform-tracked (linked to OneUp metrics) or manual (tracked via free-text updates).
For more detail on Goals, visit ➡️ Setting Goals.
Check Actions
Actions are commitments made in previous meetings. Every action has:
A task description
A due date
An assignee (manager or report)
A status (To do, Overdue, Complete)
Use this section to:
What's been completed since last time (celebrate this!)
What's overdue (ask why)
What's still in progress (adjust deadlines if needed)
Create new action items for follow-up
Actions are shared between you and your report, so they can mark things complete themselves. If an action is overdue, the briefing will flag it.
Actions that aren't marked as complete will automatically carry forward to the next meeting, driving accountability and ensuring nothing is lost between meetings.
Add an agenda
Add agenda items to give your meeting structure, and ensure it's an effective use of everyone's time. You can:
Reorder items by dragging
Add one-off items for this meeting only
Mark items as complete during the meeting
Both you and your report can edit the agenda collaboratively.
To carry unfinished agenda items forward to the next meeting, schedule a meeting using the existing meeting.
Taking notes
Coach supports two types of notes:
Shared notes
Visible to both manager and report. Use these for:
Key discussion points
Agreements made during the meeting
Anything you'd want the other person to reference later
Private notes
Both the manager and report have a private notes section. For example, here you might want to capture:
Sensitive HR observations
Performance concerns you're not ready to formalize
Reminders for yourself
Both note types are saved as part of the meeting record and exportable to PDF. The PDF export will only include the notes you have access to view (i.e., it won't include private notes that aren't your own).
Ending the meeting
When you're done, you must explicitly end the meeting.
To end a meeting:
Scroll to the top of the meeting page
Look for the banner: "End this meeting now?"
Click End meeting
Why ending meetings matters
Ending the meeting:
Locks the agenda, targets, goals, and actions so they reflect what was agreed during the meeting
Creates a clear, shared record of the conversation
Maintains compliance by timestamping when the meeting concluded
If you don't end the meeting, it remains editable indefinitely, which undermines the audit trail.
What if I forgot to end a meeting?
You can end it retrospectively:
Open the past meeting
Click End meeting
The meeting will be timestamped with the date you ended it, not the original scheduled date.
Exporting a meeting record
To export a meeting as a PDF:
Open the meeting
Click the settings icon (top-right)
Then, Export.
The export includes:
Agenda
Targets with comments
Goals and progress
Actions
Shared notes
Private notes of the person exporting
Use this for HR records, promotion reviews, or compliance purposes.
Tips for better 1:1s
Prepare, but stay flexible
The AI briefing gives you a starting point, but let the conversation evolve. If your report brings up something important, adjust the agenda.
Balance hard data with soft skills
Targets are objective, but they don't capture everything. Use goals to track development areas like communication, leadership, or culture contribution.
Make actions specific
"Improve calls" is not a measurable action. "Shadow Sarah on 3 calls this week" is.
End on time
If you run over, wrap up and carry forward unfinished topics to the next meeting.
Shared notes
Keep a record of the main topics discussed in shared notes, for transparency and trust. You could copy and paste notes from your notetaker here if you use one.
FAQs
Can my report edit the meeting?
Yes, collaboratively. They can add agenda items, update goals, mark actions complete, and add shared notes. Only the manager can see private notes and the AI briefing.
What if we cancel a meeting?
Delete the meeting or reschedule it. Cancelled meetings don't create a record.
How often should I run 1:1s?
Most teams run weekly or fortnightly 1:1s. Higher-performers may need less frequent check-ins; those on PIPs may need weekly or even daily touch-points.