When it's time to sit down with your team member, you can start the 'talk' phase of the conversation. If your team member's preparation wasn't submitted yet, you'll get a warning about this. All the preparation (saved and/or submitted) of both of you will become visible once the conversation starts.


The flow of your conversation will depend on the template you chose. Below is an explanation of all the possible conversation steps that can occur:


Conversation

In this step you discuss the questions that were selected for this conversations with the answers that were given during the preparation phase. During your discussion it's possible to add additional questions to the conversation or add more answers on existing ones. Think of this step as a digital record of your real life conversation.


Feedback

Here you will see all the feedback/praise/requested feedback of the team member. This can also be taken into account in the conversation, to see where a person can grow even more.


Objectives

This provides an overview of all the personal objectives of your team member as well as team and organisational objectives. Filter on status (open / finished / cancelled), type or due date.

Clicking the '+' button next to the filter will enable you to add a new objective.



Courses

An overview of the courses your team member is currently enrolled in. In the dropdown menu you'll be able to select 'completed courses' as well. Clicking on one of the courses will take you to the 'manage students' page of that course. Clicking the '+' icon will let you enrol your team member in a course.


Engagement

This step shows the engagement scores of your team


Summary

This is a step to write down conclusions, key takeaways, to-do's etc...

The summary will be visible to co team leaders and hierarchical team leaders as well.

Depending on the template settings, an admin might be able to see the summary too.




Part 1: Overview and History tab


Part 2: How to plan a conversation


Part 3: How to prepare a conversation


Part 4: How to conduct the conversation