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Add 1-on-1 Meeting

Summary

 Plumm allows you to create and edit 1-on-1 meetings. This process involves setting up key details, including the cadence, questions, and meeting invitations. The following guide will walk you through each step of editing a 1-on-1 meeting.


In this article

  •  Before you begin
  • Step 1:   Add 1-on-1 Details
  • Step 2:  Add or Modify Questions
  •  Step 3: Set Up Meeting Invitation
  •  Step 4: Review and Send the Meeting
  •  Frequently Asked Questions (FAQ)

Step 1. Add 1-on-1 Details

  1. Navigate to the 1-on-1 section: Go to Meetings > 1-on-1s from your dashboard.
  2. Click to meeting: create a new meeting
  3. Fill in the meeting details:
    • Template: Choose the template for your meeting (e.g., standard 1-on-1).
    • Cadence: Select the frequency of the meeting, such as Bi-Monthly, Weekly, etc.
    • Title: Give the meeting a meaningful title (e.g., "Performance Review", "Team Alignment").
    • Start Date and Time: Select the start date and time for the meeting, ensuring it aligns with your schedule.

Step 2. Add or Modify Questions

  1. Navigate to the "Questions" tab: Click on the "Questions" tab to customize the questions for the meeting.
  2. Add questions:
    • Type a question in the provided field and click Add to include it in your 1-on-1 meeting agenda.
    • Examples of questions might include:
      • "What personal growth goals have you set for yourself this quarter, and how can I support you in achieving them?"
      • "Can you share some feedback on your recent performance and any areas where you feel you could improve?"
      • "How do you see your personal goals aligning with our team’s objectives and the company’s strategic direction?"
    • You can add as many questions as you need.
  3. Modify existing questions: You can edit or remove questions by clicking on the three dots next to each question.

Step 3. Review and Send the Meeting

  1. Review the details: Make sure all the information, including date, time, platform, and questions, are correct.
  2. Save or Send:
    • Click Save Draft if you want to save the meeting for later editing.
    • Click Save & Send to send the invitation to the invitee and finalize the meeting setup.

Frequently Asked Questions (FAQ)

1.How do I edit an existing 1-on-1 meeting?

Go to Meetings > 1-on-1s, select the meeting you want to edit, and make changes to the details, questions, or invitation.
 

2 . Can I change the cadence of a scheduled 1-on-1 meeting?

Yes, you can edit the cadence (e.g., weekly, bi-weekly) of an existing meeting while editing its details.
 
 

3. How do I add more questions to a 1-on-1 meeting?

Go to the Questions tab in the 1-on-1 editing section, type your question, and click Add.
 
 

4 .Can I change the platform for the meeting after it has been scheduled?

Yes, you can edit the platform (e.g., Google Meet, Teams) before sending the final invitation.
 
 

5 .Do participants get notified when I edit the meeting?

Yes, the invitee will receive an updated notification if you make changes to the meeting after scheduling.
 
 

6 .Can I cancel a scheduled 1-on-1?

Yes, you can cancel any scheduled 1-on-1 meeting by selecting the meeting and choosing Cancel.
 
 

7 .How do I resend the invitation?

After editing, you can either click Save & Send or Resend Invitation to notify participants about the updated meeting.