Prepare for a Performance Conversation
Gather the right context and create a focused agenda for a one-on-one that supports meaningful performance conversation and clear follow-through.
What it does
Summarizes recent goals, updates, feedback, and prior discussion themes so managers can enter a one-on-one prepared with relevant questions and next steps.
When to use
Use before a recurring one-on-one, a career conversation, or a check-in after a major project, change, or period of uncertainty.
prompts
Help me prepare for my next 1:1 with [name]. Pull our recent 1:1 notes and action items, their active goals, recent submitted Updates, and feedback I’m permitted to view. Summarize key discussion topics and suggest questions and follow-up actions.Help me prepare a 1:1 agenda for [name]. Here are their recent wins, priorities, challenges, and prior action items: [paste notes]. Suggest questions and next steps.Frequently Asked Questions
What is a prompt?
A prompt is a one-time question or instruction you give an AI assistant. For example, you might ask your assistant to use a direct report’s goals, feedback, and updates in Lattice to help you prepare for a performance conversation.
What is Lattice MCP?
Lattice MCP is a secure connector that lets external AI tools (like Claude, ChatGPT, and more) access and act on Lattice data. For example, employees and managers can draft, edit, and submit performance reviews in Lattice without leaving their conversation. Their responses will be rich in Lattice context from previous reviews, 1:1s, feedback, goals, and weekly updates.
What data can Lattice MCP access?
The Lattice MCP Server is designed so that connecting an AI tool never widens user access to Lattice data. It uses the same login, the same permissions, and the same boundaries you already have in the Lattice UI. Lattice MCP will first be able to pull context from performance reviews, 1:1s, feedback, goals, and weekly updates.
What problem does MCP solve?
Lattice MCP helps you avoid switching tabs, exporting data, and copying information between Lattice and external AI tools. It brings Lattice context into the AI assistants they already use so they can complete workflows faster.
Is Lattice MCP a feature of Lattice AI?
No. This differs from Lattice AI, the AI features built into the Lattice product itself. You don't need the MCP Server to use Lattice AI, and the MCP Server doesn't connect Lattice AI to outside tools. Think of Lattice AI as AI inside Lattice, and the MCP Server as the bridge that lets your AI assistant reach into Lattice.
Your people are your business
Ensure both are successful with Lattice.