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.
We use Annual Discussions* instead of a yearly performance review. These discussions (or conversations) should be truthful, specific, and positive with the greater goal of increasing engagement.
This post teaches the following,
How to prepare Annual Discussion* forms
How to run an Annual Discussion* meeting
How to archive the completed meeting
Note: Only Owners* and Admins* in the account can see all meetings. Managers* and Team Members* only see the Discussions* they have participated in.
Prepare the Forms
Just like filling out the Quarterly Discussion* form, use the pencil icon to prepare for the meeting. After completing the form and clicking SUBMIT, the other party is alerted.
Users can always click SAVE & EXIT to save their progress and return to the form in a separate session.
Once each party has submitted their forms, the option to Start Meeting displays.
Hold the Meeting
An Annual Discussion* is run in Ninety using the Start Meeting button (which displays after each party's form has been submitted). When started, the meeting allows both parties to see their responses side by side and compare notes.
Tip: Run the Discussion* from only one person's computer. All entries are editable within the Discussion* by either party.
At the end of the meeting, each party electronically signs and dates the form — this step then concludes the session. Users can then mark the Discussion* complete and archived.
Schedule an Annual Discussion* as needed — they are not restricted to once per calendar year.