Using AI Coaching - Pre-Meeting Prep (managers)

Introduction

With a PerformYard Premium (formerly Enterprise) account, a PerformYard Meetings license and the AI Coaching Pre-Meeting Prep Assistant enabled, the AI Coaching Pre-Meeting Prep Assistant helps managers walk into 1:1s fully prepared, no scrambling through old notes or trying to remember what was discussed last time. By pulling together context from recent meetings, goals, feedback, reviews, and surveys, the assistant surfaces what matters most so you can focus on having a great conversation.

Disclaimer:  This feature uses artificial intelligence to generate insights based on your direct report's recent meetings, goals, feedback, reviews, and surveys. While it aims to surface relevant patterns and talking points to support your preparation, these insights may not always capture the full context of your working relationship or reflect the most current state of any given situation. Please review all underlying data alongside any generated insights to ensure accurate interpretation before and during your meeting.

Pre-Meeting Prep

Managers can access pre-meeting prep at any time by clicking the Pre-Meeting Prep button next to the Options dropdown within a meeting. This feature is available on upcoming and active meetings, so you can generate or revisit your prep whether you're still planning ahead or already in the conversation.

The first time a manager clicks the Pre-Meeting Prep button for a meeting, the assistant gets to work analyzing recent meetings, goals, feedback, reviews, and surveys to generate tailored insights based on your company's configured preferences. Your prep is saved automatically so it's ready whenever you need it. For meetings where prep has already been generated, clicking the button brings up your existing prep, with the option to regenerate it at any time.

Adding Suggested Agenda Items & Goals to Meeting Agenda

One of the core features of pre-meeting prep is helping managers walk into every meeting with a clear sense of what to discuss. When prep is generated, the assistant analyzes recent meetings, goals, feedback, reviews, and surveys to surface the most relevant talking points for your upcoming conversation. You'll find two interactive sections designed to support this:

• Suggested Agenda Items The assistant reviews patterns and themes across your recent meetings, reviews, surveys, and feedback to propose a ready-to-use agenda for your upcoming meeting. Each item can be individually added to your meeting agenda, so you can tailor the agenda to fit the conversation you want to have.
• Goals for Discussion This section surfaces the goals most worth addressing right now: any goals with a due date coming up in the next month, goals that are currently overdue, and goals that haven't received a recent update. Rather than leaving you to hunt these down manually, the assistant brings them front and center so nothing slips through the cracks.

By clicking Add to Agenda in either section, the suggested talking point will be added to this meeting's agenda.

Regenerating Insights

After pre-meeting prep is generated, you have the option to refresh it at any time by clicking Regenerate. This prompts our assistant to generate a new analysis incorporating previous meetings, goals, feedback, reviews, and surveys, taking your company's section preferences into account.