How to Create your own 1-on-1 Template

Some organizations give their employees the ability to create their own 1-on-1 templates that they can use when initiating their own 1-on-1 conversations.

 

In this Article:
Overview
How to create your own template
How to adapt a template from an organization template
How to launch a 1-on-1 using your template

Overview

As an employee or manager using Quantum Workplace, you may have the ability to create your own templates, or question sets, to use for your 1-on-1 conversations. Creating a template allows you to write a specific set of questions that you and another person should answer as part of your 1-on-1 conversation. Once you create a template, you can re-use it as many times as you want to for a 1-on-1 with a coworker. 

If the ability to create your own templates is available for you, you will see a link to Your Templates in the top right corner next to Start New 1-on-1. Click Your Templates to view, create, and manage your 1-on-1 templates. 


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Note: Admin users can create organization template that can be made available to everyone in the organization or specific users and departments only. Click for instructions on how to create 1-on-1 templates for Admin users.

How to Create your own Template

Clicking Your Templates will take you to the following screen:


To create your own template (question set) for a 1-on-1 from scratch, click Create your new template.  


In the window that appears, you will be prompted to enter a title for your 1-on-1 template . Enter a title for your future reference and click Save and Continue

From the following screen, you will add the questions that you would like you and your 1-on-1 partner to answer. Click New Question to add questions to your 1-on-1. Click Add a Section to add a header to your 1-on-1.

When you first click New Question, you will be prompted to select the type of question you are creating. Select Open Ended to create a "free response" question where both you and your 1-on-1 partner will type in your response to the prompt. To create a Yes/No or multiple choice question, select Multichoice




For each 1-on-1 question you create, you will decide whether both participants in the 1-on-1 should answer the question, or if only the "employee" or "facilitator" should answer a particular question. For 1-on-1 conversations that you launch with one of your direct reports, you will answer the "Facilitator" questions, and for 1-on-1s that you launch with your manager, you will answer the "Employee" questions. If you have the ability to launch a 1-on-1 with anyone in your organization, you will be able to decide who should answer the "Employee" or "Facilitator" questions when you are setting up your 1-on-1. 

Click Save to add the question to your template. 

You can browse best practice questions to add to your template by clicking Add from Library once you have selected a question type.


When you have finished adding your questions, click Finalize and Activate in the top right corner to make this template available to you to use for future 1-on-1s. 

How to Adapt a Template from an Organization Template


You can also click the Organization Templates tab to view current templates that your HR team has created for you that are available to use for your 1-on-1s. You can copy any of these existing templates to use them as a starting point to develop your own template. Click Preview to view all of the questions on a given template. Click Copy to use that template as a starting point for a new template. 

 

Once you click Copy, you will be prompted to choose a name for the new template you're creating. Enter your new template name and click Save

Next to any existing question on the template, you can click the edit (pencil and paper) icon to edit that question.

 

To add your own questions to this template, scroll down to the bottom of the template and select New Question.  Once you have finished editing the template to create your new version, click Finalize & Activate to make this template available to you to use for future 1-on-1s.

 

Launching a 1-on-1 using Your Template

Once you have activated your 1-on-1 template by clicking Finalize & Activate, it will be available to you to select from when you initiate a 1-on-1 with a colleague


Your new template will appear in the Select a Template drop down menu under the new column Your Template(s). Click on the template to add it to your 1-on-1.