How to conduct check-ins with the Conversation feature

Overview

With the Conversations feature in Workpath, you can run all meetings across your full planning and execution cycle. This includes drafting, alignment, check-ins, reviews, and retrospectives. Conversations provide a structured space to discuss the most relevant Objectives, Key Results, and Initiatives with the right team.

Each conversation comes with a dedicated meeting view that brings the key information together in one place. This way, you don’t talk about goals in a separate tool. You discuss them directly in context, with a clear structure, up-to-date information, and a place to capture decisions and next steps where they belong.

Content

Use Cases for Leadership & Operative Teams

Setting up a Conversation Series

Preparing an upcoming Conversation

Editing a Conversation Series

Giving Feedback

 

Use Cases for Leadership & Operative Teams

Setting up a Conversation Series

A Conversation can be set up by any Workpath user, but usually it’s the leader of a certain team or area in the organization that takes initiative to do so.

Follow these steps to set up a new Conversation series on executive, department or team level:

1. Navigate to Conversations 
2. Click Add Conversation 
   1. On the empty landing page if you are not yet part of any Conversations
   2. In the upper right corner if you have other Conversations set up already
3. Choose the type of Conversation (single conversation vs. recurring event)
4. Define name, date, time, length, cadence, participants and Goals to be discussed
5. Copy the link of the Conversations page that you have created to the calendar invitation of your team event or check-in meeting in your preferred calendar app to remind participants to prepare the meeting before they join

 

Preparing an upcoming Conversation

As a participant of a Conversation, these are the steps to take individually ahead of the next meeting:

1. Navigate to Conversations
2. Click Prepare
3. Update Key Results by clicking on their progress and confidence level as well as Initiatives and Jira/Azure DevOps epics
4. Add notes to prepare the conversation, raise topics and give context by
   1. Clicking on the type of notes you want to add
   2. Writing a short description
   3. Clicking Enter

 

Conducting a Conversation

Once it is time to conduct the Conversation meeting, the participants come together to

1. Review goal progress and potentially update the confidence level
2. Discuss the prepared notes and adds new ones if necessary
3. Go through blockers or risks from previous meetings and update their status (use the note filter to only focus on goals, KRs and initiatives with open notes)

Check out the onepagers above to learn about differences between Conversations on executive, department, and team level.

Editing a Conversation Series

You can change the setting of a Conversation series at any time. To edit, follow these steps:

1. Navigate to Conversations
2. Click Edit for the respective Conversation series
3. Edit name, date, time, length, cadence, participants or Goals to be discussed
4. Click Save

Please note you cannot convert a single conversation into a series and vice versa.

To delete a Conversation series, follow these steps:

1.  
   1. Navigate to Conversations
   2. Click Edit for the respective Conversation series
   3. Click End Conversations Series to delete

 

Giving Feedback

To further improve our Conversations and adjust them better to your use cases, you can easily let us know what works and what could be improved via the feedback button at the top of the Conversation page. We are looking forward to your input! 

Interested in reading more about how Check-ins can support your strategy execution? Read our latest article.