Regular performance conversations template
Strengthen relationships, provide meaningful feedback, and support employee growth through regular one-on-one meetings
Key steps
- Set the conversation cadence - Decide how often to meet- weekly, fortnightly, or monthly, and add employees to the workflow. These regular touchpoints build trust, motivation, and momentum.
- Select or create the agenda - Use one of our pre-built templates or generate a custom agenda with AI. Whether it’s a quick check-in or a deep-dive, you’ll always have a clear structure.
- Prepare for the meeting - Review past notes, feedback, and priorities to come prepared. Identify anything that needs follow-up or additional support.
- Have the conversation - Follow your agenda to guide an honest, constructive discussion. Celebrate progress, discuss challenges, and clarify expectations for the future.
- Follow up and track progress - Document key outcomes and next steps. Provide support, set new goals, and schedule the next conversation to keep the momentum going.
Advantages
- Choose the tone and structure that fits your culture, make it casual or formal
- Replicate easily for managers across teams to ensure consistency and support
- Perfect for teams who value connection, feedback, and continuous improvement
Why it matters
Builds trust
Enhances credibility, safety, and confident decision-making
Drives engagement
Keeps people motivated, connected, and aligned with purpose
Fosters belonging
Makes everyone feel seen, heard, and included
Supports growth
Enables scaling, readiness for change, and capability building
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Key workflow features
Meetings and agenda templates
Use ready-made agendas to guide any meeting or discussion
AI assistant
Get smart suggestions for next steps, action prompts, and improvements
People first
Designed to support wellbeing, inclusion, and meaningful human connection
Track progress
See what’s done, what’s next, and keep everyone aligned
Smart reminders
Stay on track with prompts for actions, follow-ups, or prep
