1:1 Preparation Pack
Plan an opening, useful questions and possible follow-up for a specific one-to-one.
Private help from an accessible profile
Prepare for a conversation with the person in mind
Generic advice rarely accounts for the person receiving a difficult conversation. If your Coaching seat lets you view their Personality profile, you can ask Bilee privately for a more thoughtful starting approach and, where enabled, request a private preparation PDF.
I need to give Alex difficult feedback in our next 1:1. Help me plan a fair opening.
Start with the outcome you both need. Describe one specific example, then ask how Alex saw it before agreeing the next step. Treat the profile as a starting point, not a prediction.
Fictional person and answer. Real guidance depends on the information the viewer is permitted to use.
The permission comes first
Profile coaching does not open access to everyone
The signed-in viewer needs a Coaching seat and must already be allowed to see that person’s profile. MyTeamBuilder applies the existing profile-access rules before Bilee or Profile Documents appear.
An Organisation Admin always occupies a Coach Seat. A Team Lead requires one too, but the title alone does not let either role read another viewer’s private coaching or documents.
01
Open a profile you can already view
The completed Personality profile offers a practical hypothesis about communication and working preferences.
02
Ask Bilee about the real situation
Explain the feedback, 1:1 or working relationship you are preparing for. The resulting conversation belongs to you as the viewer.
03
Request a document where enabled
If the organisation has Profile Documents enabled, choose one of the four supported formats and provide the requested details. The finished PDF remains private to its creator.
Four supported preparation formats
Choose the working document that fits the conversation
Profile Documents are an optional, feature-enabled part of the Coaching-seat experience. They organise profile-informed suggestions and the context you provide into a portrait PDF, giving you a plan to question and adapt before the real conversation.
Feedback Conversation Plan
Structure a difficult feedback conversation without losing the other person’s perspective.
New Starter Onboarding Plan
Think through first-week communication, support and check-ins for a new starter.
Communication Guide
Keep a practical reference for communication preferences to check in day-to-day work.
Who does not receive this
Completing the assessment is a different experience
An Assessment seat provides a unique no-login link for the 36-question, 5-minute assessment. The person receives a Personality profile, which can contribute to Team dynamics where permissions allow.
It does not include Bilee, a signed-in dashboard, profile coaching or Profile Documents. An Organisation Admin can change someone’s access later if ongoing coaching becomes useful.
Personality profile
A practical description of preferences and working style. It is not a diagnosis and does not predict what a person will do.
Team dynamics
A shared view built from completed profiles where permissions allow. It is separate from Organisation Insights, which groups anonymised mood and topic patterns only when there is enough coaching activity to protect individuals.
Creator-only working material
The profile subject does not receive your preparation
A profile-specific Bilee conversation belongs to the viewer who started it. A generated document belongs to the person who requested it.
The profile subject, another Organisation Admin or a Team Lead cannot open that conversation or document simply because of who they are.
Individual coaching is 100% confidential. Organisation Insights are anonymised; no individual messages are visible to Organisation Admins or Team Leads.
Confidential means an Organisation Admin or Team Lead cannot read or identify a person’s coaching messages. Organisation Insights only presents anonymised patterns when there is enough coaching activity to protect individuals. See the full data boundaries.
Use the profile as a hypothesis, not a verdict
Bilee and a generated document can be incomplete or wrong. Check the preparation against what you know, listen to the person in front of you and use your own judgement — particularly for feedback, performance or other high-impact decisions.
Questions before you decide
Profile coaching, clearly bounded
These controls preserve the difference between useful preparation and private employee information.
No. The conversation belongs to the viewer. The person whose profile is open cannot read it.
No. Ask Bilee is available wherever an eligible Coaching-seat user has profile access. Profile Documents appear only where the organisation-level document feature has been enabled.
No. Profile-specific coaching and documents do not draw on the profile subject’s private Bilee messages. Individual coaching remains confidential.
See how private preparation fits the two access types
Try a fictional coaching journey, or compare Assessment and Coaching access before deciding who needs the signed-in tools.