Watch this video to see how to run a Strety 1x1 from end-to end
How to Set-Up and Access 1x1s
A 1x1 agenda will be automatically generated for every Manager & Direct Report pairing. For more on how to assign Direct Reports, check out this article
Once you have your Manager-Direct Report relationships established, all the 1x1 agendas you are a part of - either as the Manager or Direct Report - can be accessed from your Homepage
You can also access the 1x1 agenda for anyone you have access to from the agendas tab in their Person Space
How to build your 1x1 agenda
Click into the Active Agenda, click Add in the left pane, and begin to build your agenda. You can begin adding Custom Agenda Items & Tools or use a template as a starting point
Adding Custom Agenda Items
Custom Agenda Items are designed for those topics you want to discuss in every 1x1 meeting. They are automatically set as recurring and you can see the comment & note history from past meetings around the topic, making it simple and easy to review the ongoing conversation from meeting to meeting
Note: You can toggle off recurring if you decide you no longer want to discuss the agenda item going forward or opt to use Custom Agenda Items as one-off topics
Adding Tools to 1x1s
Tools represent the data components - or items - an individual can be assigned - To Dos, Rocks, Scorecards, Issues, or Headlines. When adding a tool to your 1x1, you bring in all the items shared with the Direct Report's Person Space into the agenda for a review/discussion. For more on Person Spaces, check out this article
We recommend incorporating all tools into your 1x1s; this provides a greater opportunity for specific feedback & guidance than a team meeting may allow. The tools also include any Personal items, like Rocks or To Dos assigned to the Direct Report that are not shared with a team
Best Practices: Using Custom Agenda Items vs Issues or Headlines
Strety is purpose-built as an adaptable platform that allows organizations, teams, and managers run meetings their preferred way - how you choose to build & run your 1x1 agendas are a great showcase of that flexibility. However, we do have recommendations for how to best leverage each tool in your 1x1s for maximum impact:
Custom Agenda Items: We recommended these for recurring agenda items - topics you want to discuss each time you meet
Issues: We recommend creating Personal Issues to discuss any one-off or ad-hoc topics that represent questions or challenges. Why? Because you gain the benefit of having an option to add Resolution Notes and/or assigning linked To Dos to the Issue, increasing accountability & context to the Issue
Headlines: We recommend creating Personal Headlines for any quick announcements or DYK's you want to inform one another about. Typically these require little to know follow-up and are meant to be checked-off in each meeting
In the above screenshot, we show how to create a Personal Issue (or Personal Headline) by assigning it to a Person Space (rather than a team). By assigning it to the Direct Report's Person Space, it allows it to be discussed privately in the Issues section of the 1x1 agenda until resolved
Completed 1x1s
Once you complete a 1x1, both the Manager and Direct Report will receive an email summary of the agenda that includes all high-level details including Issues Resolved, Headlines Discussed, and the meeting Ratings
You can also access all past 1x1 summaries from the Agenda tab in the Direct Report's Person Space