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 of the conversation. Below is an explanation of all the possible conversation steps that can occur: Take into account that not every conversation step is available in every conversation template. Contact your admin if you want to add additional conversation steps. 


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.


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.


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.


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.


This step shows the engagement scores of your team


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