Use PDF Exports to Run a Quarterly Discussion

Fill out the forms needed before the meeting, and run a Quarterly Discussion using PDF exports!

Christine Watts avatar
Written by Christine Watts
Updated over a week ago

Click here for a comprehensive look into 1-on-1 Meetings: Quarterly and Annual Discussions.

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Create a Quarterly Discussion

Prepare the Forms

After creating the Discussion*, a Pencil icon appears on the right of the screen with the text "Start Form" or "Edit Form."

Note: only the participants listed can complete the form.

  • Click on the Prepare Form button to get started. The first section assesses the Team Member on the company's Core Values, their roles in the Responsibilities chart*, and their performance on Rocks*, To-Dos*, and KPIs* from each of their teams.

  • Next, the Manager is assessed. Ninety uses the Lead, Agree, Coach* assessment for Managers.

  • The Team Member will assess their performance and then their Manager's. The Manager will review their performance and then the Team Member's.

Complete the Forms

While completing the form, you can click SAVE & EXIT to save your progress at any time.

After completing the forms, click SUBMIT. The other Discussion* member will see that the form is complete. Even after completing, clicking the pencil icon allows responses to be edited.

After completing the form, click the PDF icon to export and print responses.

The Details section will show both parties' responses after submission.

Remember: Owners* or Admins* in the account can see all Discussions*, while Managers* and Team Members* will only see Discussions* that they have completed.

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