How do I prepare a Performance Conversation agenda using the Performance Conversation Wizard in Bridge Perform as an employee?

Document created by Bridge Doc Team Employee on Dec 21, 2018Last modified by Bridge Doc Team Employee on May 10, 2019
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As an employee, using the Performance Conversation Wizard helps you prepare a Performance Conversation agenda to have career and growth discussions to ensure that your career path stays a priority.

Open 1on1 Page

  Open 1on1 Page

In the Global Navigation menu, click the 1on1 link.

View Performance Conversation Message

View Performance Conversation Message

If your organization has scheduled Performance Conversations, you can begin creating Performance Conversation agendas with your manager by clicking the Get Started button [1]. To create your Performance Conversation agenda at a later date, click the Not Now link [2].

Open Performance Conversation Agenda

  Open Performance Conversation Agenda

In the agenda drop-down menu [1], select the Performance Conversation option [2]. Then click the Create Agenda button [3].

Notes: 

  • If you have completed the wizard, a View Agenda button is displayed. 
  • You can close and resume the wizard at any time.

View Performance Conversation Wizard

  View Performance Conversation Wizard

Click the Continue button.

Complete Wins Section

  Complete Wins Section

In the Wins section, you can add achievements and celebrate items that you are proud of. You can add notes in the text field [1]. You can view and add goals that have been completed or that are going well [2]. You can add achievements [3] and view assessed skills [4].

To move to the next section, click the Make a Plan button [5].

Complete Plan Section

  Complete Plan Section

In the Plan section, you can add your plans to grow and improve your skills. You can add notes in the text field [1]. You can view and add goals that will help you succeed [2]. You can select skills you want to improve [3], add tasks [4], and add learning items [5].

To move to the next section, click the Add Talking Points button [6].

Complete Other Section

  Complete Other Section

In the Other section, you can add notes to discuss with your manager.

Share Performance Conversation  Agenda

Share Performance Conversation  Agenda

Click the Create & Share button.

View Performance Conversation

  View Performance Conversation

View your Performance Conversation agenda. Once you finish preparing your Performance Conversation agenda, your manager will be notified.

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