What are you thoughts on tracking 1:1 conversations with your staff, taking into account items for follow up, their career aspirations, etc? For example, I can see tracking tasks for follow up on the team kanban and then how do you track career development items?

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I am not managing people but i do seem to manage my manager. I have biweekly meetings and track my questions, responses, interactions so that I can move forward and up in my position. It is broken into categories of biweekly updates, current task status, query discussions, and conclusion. I update it during the meeting and then save a new form under the date of the next meeting.

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It's one thing to track it, it's another thing to over-engineer it and turn it into a procedural nightmare. Your weekly one-on-one is a conversation with a human, who probably has very human and emotional things going on. Don't forget that, because as a manager being someone trusted that that person can turn to is one of the most important duties.

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I agree this is important. Thanks for pointing it out. I want to ensure I hold myself accountable for things I should be doing to create the environment for success. If career discussions come up naturally in the meeting, I want to remember those things. The 1:1 belongs to the employee to discuss what they want IMO.

We use a structured competency based performance development program/system. There is a performance framework that establishes baseline expectations for current and next levels so employees know what they need to do to both meet expectations and get promoted. They set individual goals also and are measured against both midyear and a year end.

I rely heavily on technology where I can to make things easier, i.e., use of copilot during meetings to recap regular feedback discussions outside of the formal process. Copilot summarizes the meeting points and any follow up action items. I send that as a recap to my counselees and it’s great for referring back to meeting over meeting, and when the time comes for the formal process.

We have documented notes for all 1:1 and ensure that items that have to be action on or followed up are noted and highlighted with due dates. All the notes are maintained in OneNote for tracking purposes. This has been super helpful to me and the team to recall what was discussed and have notes on each one to refer back to.

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