Geekbot templates shorten the time it takes to build customizable workflows for automated, recurring, or ad-hoc communication and task workflows. The Monthly 1-on-1 template is a pre-built workflow in the Geekbot platform that allows managers to schedule and conduct regular one-on-one meetings with their team members without the managerial overhead.
This template will provide a structured format for team members and their managers to make the most of every 1-on-1. Configure the workflow settings, such as the schedule, the participating team members, and the public or private channel in which Geekbot will broadcast updates. This is a scheduled (or on-demand if you prefer) report that helps the team members answer prompts such as What was your highlight of the month?, Were you on track with your goals this month?, or If there was one thing I could do to help you, what would it be?.
Geekbot templates are pre-built workflows based on best practices, helping you get set up in seconds. By using the Monthly 1-on-1 template, you can ensure your team feels heard and supported, and you can address any challenges or concerns they may be facing.
Yes, you can track your team’s engagement. Geekbot can post an engagement summary showing team participation and nudge any team member who’s yet to report. Updates include who’s associated with the standup, whether someone is OOO or offline, the participation percentage, and a little motivation. Learn how to post an engagement summary, Read more here
Yes, you can choose to get replies in a private channel.
Yes, from inside Geekbot’s dashboard.
To access the Monthly 1-on-1 template, you need to log in to your Geekbot account via the website or type dashboard or login in Slack or Microsoft Teams. Once logged in, click the + New Workflow button to create a new 1-on-1 (or edit an existing one). Select the Monthly 1-on-1 template from the available options, then the workflow will trigger automatically on the schedule you provided (or you can manually trigger it directly inside Slack or MS Teams by typing report).
The template is free to use for anyone in the Free or Paid plans.