One way to take notes during 1:1

Backstory

One of my goals for Q3 2019 was to find a good way of collecting notes for 1:1s. Historically I just had a rolling document that had a spat of notes from various meetings. I wanted to get a little more organized. First I was listing off what I should cover and how often. Not as a hard rule but just as a guideline. Second I looked into a medium to share this information with the people I support. I read a blog post from Trello1 that suggested having a board per connection with various boards. Check that out for more details.

Implementation

My Template (link in summary)
I really liked the idea from Trello, so I did an experiment and created a template2. Then I took one of my teams and created a board for each individual. It was pretty well received from the teams. For the repeatable tasks I listed out the things that I thought about during my first part of this goal. 1) performance feedback, 2) company news I've heard, 3) ice breaker questions, and 4) quarterly goals.

Automating distribution of topics with IFTTT.com

I have a need sometimes to share a topic with all my 1:1 boards. I accomplish this with some help from ifttt.com. I created a recipe that states "if i put a card on a specific list in my work list trello board, then post a card with the same information to each 1:1 board's to discuss column." Neat huh? Crazy that ifttt is free, I wonder how they make their money.

Wrap it up

Anyway, that's it. That is what I'm doing for my 1:1 notes. Neat huh? What do you do for your 1:1 note taking?

1: Trello Blog
2: My 1:1 Template

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