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October 15, 2020
When running a Quarterly Conversation, there is now the functionality to "formalize" it! Making a Quarterly Conversation Formal means a couple things:
- Users are able to see each parties response when both forms are submitted.
- Users can run a Meeting after each form is completed.
This is exactly the same as the current Annual Meeting functionality!
Why Run a Formal Quarterly Conversation
As a member of a conversation, you may want to view responses side by side and keep a record of each parties response. This is helpful if you would like to see these responses in the archive as well. Running a meeting via Ninety can often help with record keeping, and virtual needs!
How to Run a Formal Quarterly Conversation
Existing Quarterly Conversations cannot be transitioned into Formal. A new Quarterly Conversation needs to be created, and when being created, toggle on the "Make Formal" option. Once a the Quarterly Conversation is created:
- Each person will fill out their forms on their own.
- Once each form is completed, each party will be able to see the other's response.
- Once each form is completed, a user will be able to run the Quarterly Meeting.
More Quarterly and Annual Conversation updates are coming soon! We will give you the ability to see to-do and measurable information, alongside Rock performance. Let us know what you are interested in seeing.