Bridge (en)Manager Guide AgendasHow do I prepare a Performance Conversation agenda using the Performance Conversation Wizard as a manager?

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

As a manager, using the Performance Conversation Wizard helps you prepare a Performance Conversation agenda to have career and growth discussions with your employees to ensure their career paths stay a priority.

Open My Team Page

In the Global Navigation menu, click the Application Switcher icon [1], then click the My Team option [2].

Note: The Global Navigation menu may differ depending on what is enabled in your account.

View Performance Conversation Message

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

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

Click the Continue button.

Complete Wins Section

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

To move to the next section, click the Make a Plan button [4].

Complete Plan Section

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

To move to the next section, click the Add Talking Points button [5].

Complete Other Section

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

Share Performance Conversation  Agenda

Share Performance Conversation  Agenda

Click the Create & Share button.

View Performance Conversation

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