At Teamflect, our goal is to make 1-on-1s more effective, intentional, and development-focused. To support this, helpful tips and resources are displayed on the left side of the 1-on-1 meeting page and are visible to both participants. These contextual reminders guide managers and employees throughout their conversations with prompts, reflection points, and relevant resources.
How to Customize Tips & Resources (Admin Access Required)
Step 1
Visit admin.teamflect.com
On the left-hand menu, click Modules
Select the Meetings module
Click on "Configure Tips and Resources"
Step 2:
You’ll see a list of default tips and resources preloaded by Teamflect. You can:
Edit or delete existing ones
Add new custom entries that reflect your company’s policies or coaching frameworks
Step 3:
Click Edit or Add New Template, then enter:
A short, practical title
A brief description or link (for resources)
You can add up to 5 custom tips and 5 custom resources per meeting template.
Once added, users will be able to choose from these tips and resources when preparing for or conducting their 1-on-1 meetings. This gives them easy access to relevant prompts or materials within the meeting environment.
HR-Focused Use Cases
1. Reinforce Coaching Culture
Add reminders based on your internal feedback or coaching models (e.g., "Use SBI method", "Ask career-focused questions").
2. Support Manager Development
Include mini checklists or guides to help new managers run more structured, productive 1-on-1s.
3. Link to Key People Resources
Embed links to your HR handbook, learning portal, development plan guide, or DEI content.
Final Thoughts
The “Tips and Resources” panel in Teamflect is a low-effort, high-impact way to embed your organization’s best practices directly inside meetings — where they matter most. Customizing this area ensures every 1-on-1 conversation reflects your company’s values, improves conversation quality, and enables more consistent leadership behavior across teams.