Frequently Asked Questions

Meeting Agenda Ownership & One-on-One Best Practices

Who typically owns the one-on-one meeting agenda between a manager and direct report?

According to Spinach AI's State of One-on-ones report, 48.5% of surveyed managers share ownership of the meeting agenda with their direct reports. 19.4% say the direct report owns it, 16.3% say the manager owns it, and 14.8% wish their direct report would take more ownership. This suggests that shared responsibility is common, but many managers would like to see more initiative from direct reports. Note: These statistics are based on a survey of over 200 people managers. Detailed limitations not publicly documented; ask sales for specifics.

Who should be responsible for setting the agenda in a one-on-one meeting?

Both the manager and the direct report should share responsibility for the meeting agenda. This approach fosters trust, encourages open communication, and ensures that both parties' priorities are addressed. Direct reports are encouraged to bring up roadblocks, growth opportunities, and feedback, while managers should prioritize their direct report's items and ask questions that support development. Note: Some direct reports may feel hesitant to contribute; managers can help by setting clear expectations and modeling vulnerability. Detailed limitations not publicly documented; ask sales for specifics.

What are some effective ways to encourage direct reports to contribute to the meeting agenda?

Managers can encourage direct reports to contribute by being vulnerable themselves, setting clear expectations that the meeting is for the direct report's benefit, and explicitly inviting agenda items before the meeting. Adding a note in the meeting invite or agenda tool can clarify expectations. Note: Some direct reports may still be reluctant; ongoing encouragement and modeling are recommended. Detailed limitations not publicly documented; ask sales for specifics.

What are some example questions managers and direct reports can ask in one-on-one meetings?

Spinach AI provides curated lists of questions for both managers and direct reports. For direct reports, questions include: "How am I doing?", "What steps can I take to progress my career?", and "What skills do you find most valuable?" For managers, questions include: "What projects would you like to work on?", "What skills would you like to develop?", and "How can I better support you?" For a more extensive list, see Spinach AI's 121 one-on-one questions. Note: Lists are suggestions and may not fit every team or context.

Spinach AI Features & Capabilities

What features does Spinach AI offer for managing meetings and agendas?

Spinach AI provides automated note-taking, action item tracking, meeting summaries, and integration with tools like Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more. It also offers AI-powered insights, customizable solutions for different teams, and an API for transcript and summary access. Note: While Spinach AI covers a wide range of integrations, some niche tools may not be supported; check the integrations page for the latest list.

Which integrations are available with Spinach AI?

Spinach AI integrates with meeting platforms (Zoom, Google Meet, Microsoft Teams, Webex), communication tools (Slack), calendar services (Google Calendar, Microsoft Calendar), project management tools (Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence), CRM tools (Salesforce, HubSpot, Zoho, Attio), HRIS and directory sync (BambooHR, Rippling, Workday, OKTA, SCIM), automation tools (Zapier), and ERP systems (NetSuite, SAP). For the full list, visit the Spinach AI integrations page. Note: Integration availability may change; verify with the latest documentation.

Does Spinach AI offer an API for accessing meeting transcripts and summaries?

Yes, Spinach AI provides a Transcript & AI Summary API. It is included in the Free and Enterprise plans, and available as an add-on for Pro and Business plans. This API enables users to access transcripts and AI-generated summaries for integration and automation. For more details, visit the Spinach AI pricing page. Note: API access may be subject to plan limitations; check plan details for specifics.

What technical documentation and support resources are available for Spinach AI?

Spinach AI offers comprehensive technical documentation, including printed and digital instructions, online help files, technical documentation, and user manuals. Users can access these resources via the Spinach AI Help Center. Note: Some advanced troubleshooting may require contacting support directly.

Pricing & Plans

What are the available pricing plans for Spinach AI?

Spinach AI offers four main pricing plans: Starter (Free, includes unlimited meeting recording, transcription, and basic AI summaries), Pro (pay-as-you-go, starting at $2.90 per meeting hour), Business ($19 per user per month billed annually, or $29 per user per month billed monthly, with unlimited meetings and advanced AI), and Enterprise (custom pricing with advanced security and customization). For full details, visit the Spinach AI pricing page. Note: Enterprise pricing requires consultation; some features may be plan-dependent.

What features are included in the Free, Pro, Business, and Enterprise plans?

The Free plan includes unlimited meeting recording, transcription, and basic AI summaries. The Pro plan adds advanced AI features and is billed per meeting hour. The Business plan includes unlimited meetings, advanced AI, onboarding, and a dedicated customer success manager. The Enterprise plan offers custom features, advanced security, and volume discounts. For a detailed comparison, see the Spinach AI pricing page. Note: Some advanced integrations and API access may require higher-tier plans.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA. These certifications ensure that Spinach AI meets industry standards for data security and privacy. For more details, visit the Spinach AI Security page. Note: Additional certifications may not be available; verify with the trust center for updates.

How does Spinach AI protect customer data and ensure privacy?

Spinach AI uses encryption, access controls, and intrusion detection to safeguard data. It enforces a zero data retention policy with AI subprocessors, meaning customer data is never used for AI model training. Regular third-party audits are conducted to maintain compliance. For more information, visit the Spinach AI trust center. Note: Some security features may be plan-dependent; check with sales for specifics.

Use Cases & Customer Success

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, sales teams, customer success teams, engineering teams, HR and recruiting teams, and marketing teams. It is used by organizations of all sizes, including companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. Note: Spinach AI may not be suitable for teams that require highly specialized or proprietary integrations not listed in the documentation.

What business impact can customers expect from using Spinach AI?

Customers can expect time savings through automated note-taking and administrative tasks, improved workflow efficiency via integrations, enhanced decision-making with AI-powered insights, and better customer engagement. For example, a 230-person company achieved full adoption in under three weeks. Note: Actual results may vary depending on team size, adoption rate, and workflow complexity.

Can you share specific customer success stories or testimonials for Spinach AI?

Yes. Kushal Birje, Senior Director of Revenue Operations at EDB, reported that Spinach AI "100% changed how our team handles meetings and projects." Dan Robidoux, Tech Lead at Careviso, found the Jira integration "super helpful." Jason Oliver, Product Director, noted that Spinach AI offers specificity tailored to product management. For more, visit the Spinach AI homepage. Note: Testimonials reflect individual experiences; results may vary.

Competition & Comparison

How does Spinach AI compare to Descript?

Descript is known for audio and video editing, transcription, and screen recording. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams, which Descript does not specialize in. Choose Spinach AI for meeting workflow automation; choose Descript for advanced media editing. Note: Spinach AI does not offer video editing features.

How does Spinach AI compare to Fireflies.ai?

Fireflies.ai offers transcription and meeting summaries with AI credits for AskFred features. Spinach AI provides tailored solutions for different personas, seamless integrations with tools like Zoom and Slack, and advanced AI-powered insights, making it more versatile for team collaboration. Choose Spinach AI for role-specific workflows; choose Fireflies.ai for basic transcription and summary needs. Note: Fireflies.ai may offer different pricing or feature sets; verify with their documentation.

How does Spinach AI compare to Otter.ai?

Otter.ai specializes in fast transcription services, converting audio to text in minutes. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams. Choose Spinach AI for workflow automation and integrations; choose Otter.ai for rapid transcription. Note: Otter.ai may have broader language support; check their documentation for details.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

Frequently Asked Questions

Meeting Agenda Ownership & One-on-One Best Practices

Who typically owns the one-on-one meeting agenda between a manager and direct report?

According to Spinach AI's State of One-on-ones report, 48.5% of surveyed managers share ownership of the meeting agenda with their direct reports. 19.4% say the direct report owns it, 16.3% say the manager owns it, and 14.8% wish their direct report would take more ownership. This suggests that shared responsibility is common, but many managers would like to see more initiative from direct reports. Note: These statistics are based on a survey of over 200 people managers. Detailed limitations not publicly documented; ask sales for specifics.

Who should be responsible for setting the agenda in a one-on-one meeting?

Both the manager and the direct report should share responsibility for the meeting agenda. This approach fosters trust, encourages open communication, and ensures that both parties' priorities are addressed. Direct reports are encouraged to bring up roadblocks, growth opportunities, and feedback, while managers should prioritize their direct report's items and ask questions that support development. Note: Some direct reports may feel hesitant to contribute; managers can help by setting clear expectations and modeling vulnerability. Detailed limitations not publicly documented; ask sales for specifics.

What are some effective ways to encourage direct reports to contribute to the meeting agenda?

Managers can encourage direct reports to contribute by being vulnerable themselves, setting clear expectations that the meeting is for the direct report's benefit, and explicitly inviting agenda items before the meeting. Adding a note in the meeting invite or agenda tool can clarify expectations. Note: Some direct reports may still be reluctant; ongoing encouragement and modeling are recommended. Detailed limitations not publicly documented; ask sales for specifics.

What are some example questions managers and direct reports can ask in one-on-one meetings?

Spinach AI provides curated lists of questions for both managers and direct reports. For direct reports, questions include: "How am I doing?", "What steps can I take to progress my career?", and "What skills do you find most valuable?" For managers, questions include: "What projects would you like to work on?", "What skills would you like to develop?", and "How can I better support you?" For a more extensive list, see Spinach AI's 121 one-on-one questions. Note: Lists are suggestions and may not fit every team or context.

Spinach AI Features & Capabilities

What features does Spinach AI offer for managing meetings and agendas?

Spinach AI provides automated note-taking, action item tracking, meeting summaries, and integration with tools like Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more. It also offers AI-powered insights, customizable solutions for different teams, and an API for transcript and summary access. Note: While Spinach AI covers a wide range of integrations, some niche tools may not be supported; check the integrations page for the latest list.

Which integrations are available with Spinach AI?

Spinach AI integrates with meeting platforms (Zoom, Google Meet, Microsoft Teams, Webex), communication tools (Slack), calendar services (Google Calendar, Microsoft Calendar), project management tools (Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence), CRM tools (Salesforce, HubSpot, Zoho, Attio), HRIS and directory sync (BambooHR, Rippling, Workday, OKTA, SCIM), automation tools (Zapier), and ERP systems (NetSuite, SAP). For the full list, visit the Spinach AI integrations page. Note: Integration availability may change; verify with the latest documentation.

Does Spinach AI offer an API for accessing meeting transcripts and summaries?

Yes, Spinach AI provides a Transcript & AI Summary API. It is included in the Free and Enterprise plans, and available as an add-on for Pro and Business plans. This API enables users to access transcripts and AI-generated summaries for integration and automation. For more details, visit the Spinach AI pricing page. Note: API access may be subject to plan limitations; check plan details for specifics.

What technical documentation and support resources are available for Spinach AI?

Spinach AI offers comprehensive technical documentation, including printed and digital instructions, online help files, technical documentation, and user manuals. Users can access these resources via the Spinach AI Help Center. Note: Some advanced troubleshooting may require contacting support directly.

Pricing & Plans

What are the available pricing plans for Spinach AI?

Spinach AI offers four main pricing plans: Starter (Free, includes unlimited meeting recording, transcription, and basic AI summaries), Pro (pay-as-you-go, starting at $2.90 per meeting hour), Business ($19 per user per month billed annually, or $29 per user per month billed monthly, with unlimited meetings and advanced AI), and Enterprise (custom pricing with advanced security and customization). For full details, visit the Spinach AI pricing page. Note: Enterprise pricing requires consultation; some features may be plan-dependent.

What features are included in the Free, Pro, Business, and Enterprise plans?

The Free plan includes unlimited meeting recording, transcription, and basic AI summaries. The Pro plan adds advanced AI features and is billed per meeting hour. The Business plan includes unlimited meetings, advanced AI, onboarding, and a dedicated customer success manager. The Enterprise plan offers custom features, advanced security, and volume discounts. For a detailed comparison, see the Spinach AI pricing page. Note: Some advanced integrations and API access may require higher-tier plans.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA. These certifications ensure that Spinach AI meets industry standards for data security and privacy. For more details, visit the Spinach AI Security page. Note: Additional certifications may not be available; verify with the trust center for updates.

How does Spinach AI protect customer data and ensure privacy?

Spinach AI uses encryption, access controls, and intrusion detection to safeguard data. It enforces a zero data retention policy with AI subprocessors, meaning customer data is never used for AI model training. Regular third-party audits are conducted to maintain compliance. For more information, visit the Spinach AI trust center. Note: Some security features may be plan-dependent; check with sales for specifics.

Use Cases & Customer Success

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, sales teams, customer success teams, engineering teams, HR and recruiting teams, and marketing teams. It is used by organizations of all sizes, including companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. Note: Spinach AI may not be suitable for teams that require highly specialized or proprietary integrations not listed in the documentation.

What business impact can customers expect from using Spinach AI?

Customers can expect time savings through automated note-taking and administrative tasks, improved workflow efficiency via integrations, enhanced decision-making with AI-powered insights, and better customer engagement. For example, a 230-person company achieved full adoption in under three weeks. Note: Actual results may vary depending on team size, adoption rate, and workflow complexity.

Can you share specific customer success stories or testimonials for Spinach AI?

Yes. Kushal Birje, Senior Director of Revenue Operations at EDB, reported that Spinach AI "100% changed how our team handles meetings and projects." Dan Robidoux, Tech Lead at Careviso, found the Jira integration "super helpful." Jason Oliver, Product Director, noted that Spinach AI offers specificity tailored to product management. For more, visit the Spinach AI homepage. Note: Testimonials reflect individual experiences; results may vary.

Competition & Comparison

How does Spinach AI compare to Descript?

Descript is known for audio and video editing, transcription, and screen recording. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams, which Descript does not specialize in. Choose Spinach AI for meeting workflow automation; choose Descript for advanced media editing. Note: Spinach AI does not offer video editing features.

How does Spinach AI compare to Fireflies.ai?

Fireflies.ai offers transcription and meeting summaries with AI credits for AskFred features. Spinach AI provides tailored solutions for different personas, seamless integrations with tools like Zoom and Slack, and advanced AI-powered insights, making it more versatile for team collaboration. Choose Spinach AI for role-specific workflows; choose Fireflies.ai for basic transcription and summary needs. Note: Fireflies.ai may offer different pricing or feature sets; verify with their documentation.

How does Spinach AI compare to Otter.ai?

Otter.ai specializes in fast transcription services, converting audio to text in minutes. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams. Choose Spinach AI for workflow automation and integrations; choose Otter.ai for rapid transcription. Note: Otter.ai may have broader language support; check their documentation for details.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

· 6 mins · Productive Meetings

Who owns the one-on-one meeting agenda?

One-on-ones are a time spent between a manager and their direct report. That's why most managers believe that the one-on-one meeting agenda should be a shared responsibility.

Avatar of Hiba Amin Hiba Amin

In our recent State of One-on-ones report, we surveyed over 200 people managers to learn about how they approach one-on-one meetings. We asked them: 

Who owns the meeting agenda?

  • 48.5% – We both own the meeting agenda
  • 19.4% – Direct report
  • 16.3% – Me (the manager)
  • 14.8% – Me (the manager), but I wish my direct report would
  • 1% – My direct report, but I wish I would

Nearly half of the managers surveyed share ownership of the meeting agenda with their direct reports. Sharing responsibility is a great way to build trust between managers and their direct reports, however, while 48.5% of managers share the responsibility, 14.8% wish that their direct reports would take more ownership of this time.

Who should be responsible for the meeting agenda?

The short answer: Both the manager and direct report. 

One-on-ones are a private, intimate space for managers and direct reports to build trust with one another, eliminate roadblocks and challenges, discuss growth and align on goals. 

Direct reports:

One-on-ones are your time with your manager. That means that you are just as responsible for adding items to the meeting agenda as your manager, if not more. This is your time to:

  • Address up roadblocks and ask for help
  • Discuss growth opportunities
  • Take the time to seek advice and knowledge transfer when needed

Remember that your manager is not a mind reader, so use this time to let them know how you feel about the work you’re doing, the work you want to do and how you’d like to progress within the organization. 

Managers:

It’s easy to turn this time into a status update. Don’t. One-on-ones are an amazing opportunity to build a stronger relationship with your direct reports and get a better understanding of how to better keep them engaged. During your one-on-one meetings, some strategies to avoid status updates include: 

  • Prioritize the items your direct report adds to the meeting agenda
  • Talk about non-work related things (their hobbies, weekend, etc)
  • Ask probing questions related to growth and development, employee motivation and other relevant topics

Although you both own the meeting agenda, managers tend to contribute to it more. It can be intimidating for direct reports to bring up issues, concerns and requests to their manager. So, let’s talk about ways to get your direct reports feeling more comfortable and confident with contributing to your meeting agenda. 

How to get your direct report to contribute to the meeting agenda

Be vulnerable yourself

Engineer Manager at Envato, Lindsay Holmwood puts it best: 

“It’s pretty simple – you ain’t gonna open up until I open up. My actions and behaviours set the boundaries for what you think is acceptable during our 1:1s. If I want you to be vulnerable, I have to be vulnerable first.

When we’re doing our first few 1:1s, you will test the waters by volunteering a little more about yourself. These opportunities are pivotal in building trust. I have to take the opportunity to mirror back the vulnerability and go even further.”

Set the expectation that it’s your direct report’s time with you

There are several ways that you can do this, including: 

  • Prior to the meeting, let your direct report know that they are just as accountable for the meeting agenda as you. Encourage them to add any items they’d like to discuss leading up to the meeting.
  • Add a note into your meeting description, whether it’s in your calendar invite or your SoapBox, letting your direct report know what the meeting is about and what’s expected of each of you. 
Meeting agenda description

21 one-on-one questions you can send your direct report to fuel better conversations

Here’s a list of questions your employee can ask you. 

  1. How am I doing?
  2. What steps can I take right now to progress my career with the company?
  3. If I could improve one skill between this meeting and the next, which would you choose?
  4. When’s the best time to get feedback on my work?
  5. Where do you think I should be focusing more of my attention?
  6. What do you wish I did less of? More of?
  7. What of my skills do you find most valuable?
  8. How can I help train and support others in the team and company?
  9. Where do you see my role evolving in the next 6 months and 1 year?
  10. What big changes are coming down the pipe in the next 6 months?
  11. What do you wish I took more ownership over?
  12. What’s a skill you think I can learn that will help me do a better job?
  13. What learning and development opportunities are their within and outside of the company?
  14. What skills do you think our team is lacking?
  15. Do you think I contribute enough in team meetings?
  16. Where do you think my communication can be improved?
  17. What’s something you wish we did better as a team?
  18. How can I better support you?
  19. What “soft skills” do you think I excel at most? What can I work on?
  20. Are there any big projects coming up that you think I could take the lead on?
  21. What is everyone around me neglecting to share with me?

21 one-on-one questions you can ask your direct report to get them to open up more

  1. What projects would you like to work on or be more involved in?
  2. What areas of the company would you like to learn more about?
  3. What’s stressing you out right now?
  4. What skills would you like to develop right now?
  5. How was your weekend?
  6. What professional goals would you like to accomplish in the next 6 to 12 months, and what makes you say that?
  7. Do you feel you’re getting enough feedback on your work?  If not, where would you like more feedback?
  8. Who in the company would you like to learn from? What do you want to learn?
  9. If you could improve one skill between this meeting and the next, which would you choose?
  10. How can I better support you?
  11. How would you like to use your education budget this year? 
  12. What’s something you’d like to focus on more next quarter?
  13. What’s one thing you really wanted to do last quarter but didn’t get a chance to?
  14. Where do you see yourself within the team in the next year?
  15. What conferences and/or events are happening in your space that you’d like to attend?
  16. What resources can I or the company provide that would help you excel further in your role?
  17. What’s the best thing about working here?
  18. Am I providing enough clarity on our direction?
  19. Am I giving you enough feedback on your work?
  20. Where would you like me more involved in your day-to-day? Where would you like me involved less?
  21. What are your work and non-work highlights of the past month? 

For a more extensive list, check out this list of 121 one-on-one questions

One-on-ones are better when both managers and their direct reports contribute to the conversation. That all starts with the meeting agenda. 


SoapBox is a one-on-one and team meeting tool that makes it easy for managers and their direct reports to contribute to the agenda. With suggested questions, adding items to the agenda has never been easier.

Set up your next one-on-one meeting agenda with SoapBox

What you should do next

Now that you've read this article, here are some things you should do:

  1. You should check out our massive (& free) collection of meeting agenda templates to help you run more effective meetings.
  2. Learn more about Spinach and how it can help you run a high performing org.
  3. If you found this article helpful, please share it with others on Linkedin or X (Twitter)
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