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

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Apr 3, 2020
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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.

Notes:

  • An employee cannot see what a manager writes in their half of the agenda until the manager starts the Performance Conversation.
  • A manager can preview their employee's half of the agenda before the Performance Conversation starts but only after completing their own half of the agenda.
  • Only a manager can start or complete a Performance Conversation.
  • A manager can start a Performance Conversation even if the employee has not filled out their half of the Performance Conversation agenda.

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

Click the Performance Conversation tab to view your Performance Conversation agendas [1]. Then click the Create Agenda button [2].

Note:

  • You can close and resume the wizard at any time.

View Performance Conversation Wizard

  View Performance Conversation Wizard

Click the Get Started button.

Complete Wins Section

  Complete Wins Section

In the Wins section, you can add achievements and celebrate items that you are proud of. All your changes are saved automatically. You can add notes in the text field [1], view and add goals that have been completed or that are going well [2], and view and add achievements [3]. You can also view the privacy level of all your notes [4].

To move to the next section, click the Continue 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 view and add tasks [3] and add learning items [4].

To move to the next section, click the Continue button [5].

Complete Other Section

  Complete Other Section

In the Other section, you can add final notes to discuss with your manager [1]. Once you complete adding notes, click the Share button [2]. Clicking the share button will make your agenda items visible to your manager.

Share Performance Conversation  Agenda

Share Performance Conversation  Agenda

In the dialog box that appears, click the Share button to confirm your choice.

View Performance Conversation

  View Performance Conversation

View your Performance Conversation agenda. You can continue to update your agenda while you wait for your manager to review it. All updates made at this point will be visible to your manager. Once your manager reviews your agenda, they can initiate the performance conversation.

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