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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.
      • the cadence is selected is bi-monthly but the start date and end date are same , so it will not schedule bimonthly.
      • 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.
    • If no end date is selected, this recurring meeting will be scheduled for 12 months by default.
      • Text on CTA (!)
      • I acknowledge that this meeting will be scheduled for 12 months.

    Step 2. Add or Modify Questions

      1. Navigate to the "Questions" tab: Click on the "Questions" tab to customize the questions for the meeting.
      • questions are fetched from Templates you have selected in the previous step.
      • To see how to create templates, check our another Video demonstrating 1 on 1 template
      1. 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.
      2. Modify existing questions: You can edit or remove questions by clicking on the three dots next to each question.
      • you can add more question if required.
      • questions are fetched from Templates you have selected in the previous step.
      • To see how to create templates, check our another Video demonstrating 1 on 1 template

      Step 3.Set Up Meeting Invitation

      1. Navigate to the "Invitation" tab: In this section, you can customize the invitation message and platform for the meeting.
      2. Choose the platform: Select the platform (Google Meet, Microsoft Teams, etc.) for the 1-on-1 meeting.
      3. Subject: Add a subject line for the meeting invitation (e.g., "1-on-1 with [Employee Name]").
      4. Message: You can write a personalized message to the invitee, such as:
        • "I hope you are doing well."
        • "I’m writing to confirm our meeting scheduled for [Date] at [Time]. We will be discussing [agenda or topic]."
      5. Meeting Link: If the platform is configured (e.g., Google Meet or Teams), the meeting link will automatically be added.

      Step 4. 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.