Bridge for Managers: Using the Supervisory Agenda

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In the 1:1 agendas with your direct reports, managers have a lot of ability to both view and assign various things. This is to help provide more insight and opportunity, so that conversations much more robust, better tracked, and continuous throughout the year.

In the supervisory 1:1 agenda, you'll see many more options than other agendas.


Tasks can be assigned by anyone to anyone, but in the supervisory agenda, managers can not only assign tasks but also view and pull in tasks for their direct reports from any agenda (or tasks that were set by the individual) in order to help keep track of things, set priorities, and manage workloads. You can either add a task in here or click "All Tasks" to see what the employee's current tasks are (the number next to "All Tasks" indicates how many tasks that employee currently has).

Screenshot of tasks section in supervisory agenda

In the pop-up window, you can then use the checklist and click "Add Task" to add this to the supervisory agenda or click "Select All" to add all tasks:



Managers can also assign and pull in goals in the supervisory agenda. By clicking "Add Goal" or "All Goals", managers can either add or pull in goals for each employee. Continuing goals and performance conversations throughout the year ensures that not only will goals become more of a priority, but also that each performance conversation at the end of the year is much more robust, detailed, and based in a year-long set of conversations.

To add goals for direct reports, simply click "Add Goal" - this will allow you to add/edit the Goal Title.

To pull in goals the employee set personally, click "All Goals" (similar to tasks, the number next to "All Goals" reflects the number of goals the employee currently has set but not completed).

Once the goal is added to the agenda, managers can add notes to goals directly, allowing them to collaborate more directly with staff and track conversations, obstacles/challenges, and suggestions for each goal.

Managers cannot add details to goals, such as dates, subtasks, or alignment for their staff.



Managers can assign learning modules or live trainings to their staff as they deem appropriate. All learning opportunities (both live and static) can be found in the "Learning Library", however you can access and assign learning within the supervisory agenda as well.

Click "Add Learning" in the supervisory agenda, and Bridge will bring you to the Learning Library. You will only be able to add learning that your direct report has not yet completed, so any learning items that cannot be checked indicate that this has already been completed:

Complete Agenda

Don't forget to click "Complete Agenda" at the end of every meeting! By completing the agenda, Bridge logs a snapshot of the agenda and notes, archives notes, and most importantly - notes on your History Timeline that a 1:1 supervisory meeting was completed. This allows both staff and managers to track their check-ins, find old items/notes, and create better plans and timelines for communication moving forward. Are you meeting enough? Not enough? How helpful have the conversations been? Consider these questions and more as you review your goals, agendas, and achievements at the end of the year with each direct report.

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Article ID: 135986
Wed 9/29/21 2:38 PM
Tue 5/3/22 9:26 AM