Align and track progress to collaboratively solve problems by adding Initiatives to your 1:1 meeting that both the meeting participants might want to work on before the next meeting.
Adding initiatives to a 1:1
To add an initiative to a 1:1,
Step 1: Navigate to manage team 1:1s
Mesh Home → Me → 1:1s → Choose intent 'I want to manage 1:1s'
Mesh Home → Me → 1:1s → Choose intent 'I want to manage 1:1s'
Step 2: The 1:1s Manage page will open, showing a list of your 1:1s with your manager and peers for a specified timeline.
Step 3: Select the 1:1 that you wish to make additions to. This will take you to the upcoming 1:1 instance.
Step 4: Select the 1:1 instance that you would be adding initiatives to. You can add initiatives to an upcoming, ongoing as well past instance.
Step 5: Once on the 1:1 instance, scroll down to the Initiatives from 1:1 screen. Click on the Add Initiative button to add an initiative to the 1:1. You can simply type out the initiative in the blank, hit the Return/Enter key and your initiative will automatically get saved.
Tracking the progress of initiatives of a 1:1
Initiatives on Mesh 1:1s are linked to the Initiatives Module and has the same features as Goals and Competency Initiatives.
You can find initiatives created from your 1:1 as mentioned below:
Step 1: Navigate to manage team 1:1s
Mesh Home → Me → Initiatives → Choose intent 'I want to manage Initiatives'
Mesh Home → Me → Initiatives → Choose intent 'I want to manage Initiatives'
Step 2: The Initiatives Manage page will open, showing a list of your initiatives for a specified timeline.
Step 3: Select the 1:1 series that you wish to edit. This will take you to the upcoming 1:1 instance.
Step 4: From the filters on the page click on 'Type' and select 1:1 initiatives. You will now see a list of initiatives created via 1:1s.
On clicking the Initiative (either from 1:1s or Initiative module), the initiative panel opens where you can
- Add Due Date
- Add/Change Owners and Collaborators
- Add Tasks to be done
- Add Comments
- Update Status
We recommend you to add initiatives to your 1:1s to ensure that the discussion is conclusive and actionable.
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