7-day pilot
Try structured 1:1s with one manager and one direct report.
Use this lightweight pilot path to evaluate whether guided agendas, shared action items, and recurring follow-up fit your team before rolling out 1on1 more widely.
One-week evaluation path
Keep the pilot small, observable, and easy to review.
Choose one reporting pair
Start with one manager and one direct report so the pilot matches the Free plan boundary after the trial.
Schedule a recurring 1:1
Pick one weekly conversation and make the cadence explicit before the first session starts.
Use a simple agenda
Begin with a focused template instead of a blank document: recap, wellbeing, blockers, priorities, and follow-up.
Run one guided session
Use the session flow to capture notes and action items while keeping the conversation human.
Review before the next 1:1
Check whether the agenda, notes, and action items made the next conversation easier to prepare.
Who this is for
A manager or team lead who wants a safer way to evaluate recurring 1:1 structure before inviting a broader team.
What to learn
Decide whether the guided workflow helps the pair prepare, run, and follow up on 1:1s with less friction.
What this is not
This checklist is an evaluation path, not a promise of business outcomes, retention improvement, or automated people management.
A useful pilot ends with a clear decision
One direct report was invited and could access the shared 1:1 workflow.
At least one guided recurring session was completed by the pair.
Action items were captured clearly enough to review before the next session.
The manager can decide whether to keep Free for one pair or upgrade for AI and more users.
Ready to test it?
Run the 7-day pilot with one reporting pair.
Start small, keep the evaluation honest, and use the first recurring 1:1 to decide whether 1on1 deserves a wider rollout.
Start the pilot