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.

Amanda Fesunoff
Amanda Fesunoff
Senior Product Marketing Manager
@
Lattice

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.

Prompt for Lattice MCP:

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.

Alternative prompt:

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.
Discover more prompts
Understanding

Review your direct team’s active goals and recent Updates to identify progress, blockers, and priorities for your next manager action.

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Updates

Use your current Update questions and active goals to draft a concise weekly Update, then save or submit it to Lattice when it is ready.

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Reviews

Pull together an employee’s goals, feedback, updates, and review history to create a strong first draft of their performance review.

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