Hi all,
I’m a people manager, and have recurring meetings with my ‘reports’. I wanted to get some advice on how to structure these. Any thoughts on?
Creating a single note for the 1:1’s and not use the ‘agenda’ feature. Instead I can use a predefined template
Using a smart overview that filters on the title of the recurring meeting, and have that in the sidebar
How are you handling these type of meetings?
I don’t have this type of meeting, but I do have a question that might help: how and when do you plan to refer to previous notes? Eg do you want to see all the notes of meetings with Jo Bloggs in sequence at a glance? Or do you want to see all the latest meetings with your team at a glance? Or do you need to see the people’s notes alongside other notes relevant to a project they are involved with? Etc.
You could do any of the above both with categories and projects, and also with tags and filters.
Like designing a survey - think about how you will use the data first!
Basically when I have a one to one I would like to see the last topics we talked about at a glance. So in that case I would probably just use a single living document with ‘todo’s on top, and the individual 1:1’s below per date..
An alternative would be to have a category for 1:1 meetings and a sub-category for each person, and one note per meeting. Then you could easily scroll up and down in the notes of previous meetings. If relevant you could have a pinned note at the top with say that person’s goals for the year etc, for quick reference.
Once all the issues in a note/meeting had been addressed you could mark the note as completed.