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  2. 1-on-1s
  3. Administrator Functions

How to Use the 1-on-1 Goal Conversation Booster

IN THIS ARTICLE:

Overview

 We created the Goal Conversation Booster to help managers and employees get a shared understanding of an employee’s progress on a goal at a glance. The Goal Conversation Booster encourages a dialogue that makes it easy for both parties to keep track of progress against goals and keep goals top of mind throughout the year. 

The Goal Conversation Booster can support any goal planning and review process. In particular, it can facilitate: 

  • Quarterly goal progress conversations
  • Goal-setting conversations
  • Informal goal check-ins between managers and employees
  • Conversations about goals the employee has recently accomplished

How to Add the Goal Conversation Booster to a 1-on-1 Template (as an Admin)

Admins can add the Goal Conversation Booster to any 1-on-1 template.  For each template that you add a Booster to, you can decide whether the Booster should automatically pull in all goals for the employee and their manager to discuss, whether it should pull in only a particular goal type (e.g., development goals), or whether you'd like to give employees and managers the option to decide which goals to discuss.

To begin, open the 1-on-1 template to which you'd like to add the Goal Conversation Booster.

  1. Click on Conversation Boosters. 
  2. Under Goal Review,  click Add to 1-on-1. 

3.  You'll now see the Goal Conversation Booster pulled into your template. If you leave the template as is, employees and managers will have the option to pull any goal of their choice into the 1-on-1. If you want to designate which goals should be included in the 1-on-1, click the edit icon on the right. 
Goal Conversation heading in template-1

4.  From the resulting window, select which types of goals you would like to  be automatically included in any 1-on-1 conversation that includes this template and click Save Changes

Goal Conversation Booster Configuration Options


5. Finish setting up your 1-on-1 template and finalize to make it available for use. 

How to Add the Goal Conversation Booster to a 1-on-1 (as a manager or employee)

Managers and employees are both able to add the Goal Conversation Booster to a 1-on-1 even if the 1-on-1 template they're using does not already include the Booster. To add in the Booster, click Conversation Boosters from the bottom panel within your 1-on-1 and select Goal Booster. 


Once the Booster has been added (or if the template that the employee and manager are using included the booster), both parties will see a Goal Conversation section added to their 1-on-1.
If the template designated that goals should be automatically added to the 1-on-1, those goals will appear in the booster.

If the template did not specify that goals should be automatically added to the 1-on-1, both the employee and manager will have the opportunity to add Goals to their 1-on-1 via the Select Goals button. 

Clicking this button will open the employee's Snapshot; either the manager or the employee can select Goals from the Snapshot to add to the 1-on-1 conversation. 

Having a Goals Conversation

Once the employee and facilitator have both shared their side of the 1-on-1, an overview of each goal that was added will appear at the bottom of the 1-on-1.  In this overview you can:
Booster diagram-1

  1. Understand the current state of a goal at a glance
  2. See how goal progress has tracked over time relative to your conversations
  3. Update the goal (by opening it in a new tab)
  4. Review the employee’s recent updates to the goal
  5. Add a comment or start a dialogue about a goal

Miscellaneous

 

Goals conversations are private; they are contained within the 1-on-1 conversation between the manager and the employee. 

Nothing discussed in the Goal Conversation Booster will appear on the main Goal page.

You can pick up where you left off in your next 1-on-1 by reviewing your comment history for each goal you've discussed previously. 

The Goal Conversation Booster helps you keep track of your discussion about a goal. What action items did you agree on?  How did you leave things the last time you talked? You can scroll through the comment history to find out.