Start 2026 strong. All team members use one of their 1:1s in January for a short alignment check-in with their manager. This ensures we begin Q1 with clear priorities, shared expectations, and momentum that connects to our 2026 strategy.

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This process is not required for the commercial organization, meaning Marketing, Sales, Customer Success, and Support, since those teams have their own goal-setting process kicking off this month. That said, if this would be helpful for anyone in those groups on an individual level, please feel free to complete it. Use your discretion.

For everyone else, this is a required process.

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For team members

Before your 1:1, complete the following steps:

1. Schedule your check-in using the "2026 Liftoff" template in Bob. 👇

   Note, the time is in GMT so make sure you adjust for your time zone.

https://www.loom.com/share/92b0a369dd484a3395d9a1a87e3c19cd

• 📅 Already have recurring 1:1s set up?

1. Come prepared to discuss:
   • Top focus areas for Q1: What are your top priorities, and how do they support the 2026 company strategy?
   • Where you need clarity or support: What’s unclear? This is your space to bring it up.
   • One growth or stretch area: What skill or focus do you want to develop this quarter?
2. Add your notes in Bob :bob: either before or during your check-in.

• Adding notes

For managers

• Use the check-in to listen, clarify priorities, and align on expectations.
• Offering support or direction to help the team member move forward.
• If anything feels unclear, reach out to your own manager for guidance.

Helpful links

• Company strategy and goals
• Tracking dashboard
• Q1 product roadmap