Click here for a comprehensive look into 1-on-1 Meetings: Quarterly and Annual Discussions.
Terms that appear with this formatting are configurable and may differ from your Ninety. Explore our glossary of terms.
Covered in This Article
Discussion Types
Within a Ninety business, managers and team members hold two types of Discussions* using the 1-on-1 feedback tool — Quarterly and Annual.
The Quarterly Discussion* is a face-to-face conversation to open up communication between both parties. The intention is that managers and team members fill out their forms separately, then connect during a meeting to review the responses.
The Annual Discussion* is similar to the quarterly, but gives opportunities to ask additional open-ended questions.
Quarterly Discussions
The Quarterly Discussion* is a one-hour, 1-on-1* meeting between a manager and a team member every 90 days. It's not a performance review; it's a conversation. It's an opportunity to share what's working and what's not.
Ninety gives team members the ability to prepare their thoughts for this conversation by filling out forms before the meeting.
In Ninety, the steps to complete a Quarterly Discussion* are:
The manager creates the Quarterly Discussion*.
Both parties fill out the forms to prepare for the conversation.
The manager starts the meeting on the agreed-upon date in Ninety to see responses side by side.
Typically, each party reviews themselves and the other party with two forms (completed in step 2 above):
Managers review Team Members using the Fit Check* and their Rocks*
Leaders review Managers using the Lead, Agree, and Coach (LAC)* Assessment
These forms serve as a guideline for the conversation.
Review the Step-by-Step Guide on Running a Quarterly Discussion for more information.
Annual Discussions
Managers and team members can use the same format as the Quarterly Discussion* to hold a more formal conversation called the Annual Discussion*. These typically occur yearly but can be used whenever a more formal conversation is warranted.
Ninety provides the ability to document the thoughts of all parties for this meeting and then run the meeting using the software.
In Ninety, the steps to complete an Annual Discussion* are:
The manager creates the Annual Discussion*.
Both parties fill out the forms to prepare for the conversation. Once each party submits their documents on their own, they can see each other's responses.
The manager starts the meeting on the agreed-upon date in Ninety to see responses side by side.
The Annual Discussion* has the same assessments but allows for additional questions to be added to the team member's Fit Check*. The three default sections are Strengths/Accomplishments, Improvement Areas, and Plan to Get on Track.
Once each party completes the forms (step 2), run the Annual Discussion* using Ninety so that a record of how the employee is doing remains in the archive for reference (step 3).
For more information, review the Step-by-Step Guide on Annual Disucssions.
Role Permissions:
Roles will see specific content on these pages.
Owner*, Admin*, and Coach*: see all Discussions* in their company.
Manager* and Team Members*: can see all Discussions* they are a part of.
Observer*: does not see the 1-on-1* tool.