For managers and HR leaders

Performance conversations
that actually happen.

Waypoint gives managers structured templates, cadence tracking, and a talent hub — so great conversations aren't left to chance or memory.

Free 14-day trial · No credit card required

Team Roster

Know who needs a conversation today, not at year-end.

Priority signals, overdue indicators, cadence badges, and smart recommendations — all on one page. Managers stop asking “when did we last talk?” and start acting.

  • Overdue and frequency-due alerts
  • Smart recommendations (career check-ins, 30-day hires)
  • Inline quick notes — no navigation required
  • Bulk actions for your entire Needs Attention list
My Team
5 members
Needs attention · 2
JK
Jordan KimOverdue

3 conversations · Last: Nov 2, 2024

MA
Morgan Avery1:1 due

Career check-in overdue

Active · 3
RL
Riley Lee

7 conversations · Last: Jan 8, 2025

Q1 Goal-Setting

Morgan Avery

Submitted

Goals for this quarter

Launch the onboarding redesign by March 31, reduce time-to-first-value from 14 days to 7.

Manager Notes

Strong priorities. Follow up on the design handoff timeline — she mentioned blockers last week.

Action Items

Share updated project brief
Schedule design reviewDue Jan 15

Conversation Record

Every conversation becomes a record you can actually use.

Structured templates guide each conversation. Responses, manager notes, and action items are captured in one place — ready to share, print, or reference next time.

  • 11 pre-built templates + unlimited custom
  • Private manager notes with rich text
  • Action item tracking with due dates
  • PDF export + printable summary

Everything in one platform

Built for the full growth cycle — not just review season.

Conversation System

Structured templates for every stage — 1:1s, goal-setting, performance, development, skip-levels. Each template guides the conversation so nothing important gets skipped.

  • 11 pre-built templates
  • Custom template builder
  • Action item tracking
  • PDF export

Team Management

A roster that surfaces who needs attention before they tell you. Cadence tracking, overdue signals, quick inline notes, and smart recommendations based on conversation history.

  • Priority signals & cadence tracking
  • Quick inline notes
  • Smart check-in recommendations
  • Bulk actions

Talent & Growth

Assess people in plain language — not scores. Track development plans, goals, competencies, and succession readiness in one place. HR gets org-wide visibility.

  • Descriptor-based talent assessments
  • Goal & development planning
  • Succession & calibration
  • HR insights dashboard

How it works

Up and running in an afternoon.

01

Set up your team and templates

Add your direct reports, assign conversation cadences, and pick from 11 pre-built templates or build your own. Takes 10 minutes.

02

Have better, more consistent conversations

Templates guide each conversation. Managers capture notes, log action items, and track follow-through — all in one place.

03

See what's actually happening across your org

The roster surfaces who's overdue. Talent assessments track growth in plain language. HR gets visibility without chasing managers for updates.

Everything you need, nothing you don't

Conversation templates
Goal tracking
Talent assessments
Team pulse
Manager resources
PDF export
Cadence reminders
Org & team views

Get started

Your first real performance conversation can happen today.

Free 14-day trial on Team and Professional plans. No credit card required. Bring a larger org and get set up the same day.