Planning a Meeting

A little planning makes a Meeting far more useful. Before the session, decide who you’re observing, which skills you’ll watch for, and what you want to cover.

Set it up

1. Choose the person you’ll observe.

2. Select the skills to assess — usually the ones most relevant right now. Their profile shows where they stand and what to focus on.

3. Write an agenda using agenda notes to outline what you’ll cover.

Agenda notes are shared

Agenda notes are visible before the session, so both you and the person can come prepared. For how the different note types and their visibility work, see Notes & visibility.

Coachee-managed meetings

A meeting doesn’t have to be set up by the coach. With the Managed by Coachee option, the person being developed can request and prepare their own meeting — choosing a coach to assess them, picking the skills they want feedback on, and writing the agenda. The coach then simply joins to assess.

The coach can be their direct manager or another expert in the company — handy for getting a second opinion or assessment on a specific skill from whoever knows it best. It also flips the initiative to the coachee: they drive their own development and line up the session when they’re ready.

This pairs naturally with relationships and the dashboard quick meetings shortcuts.

Next

When you’re ready, run the Meeting.