Name:

Not just their legal name, what they prefer to be called and how to pronounce it. Optionally pronouns.

Hire Date:

When they joined the company

Why:

What’s interesting to them about this job?

Managed Since:

Date you started managing them.

Prev Manager(s):

Who was managing them before (if you need to get more insight)

Official Level:

Confirm with HR so you know for sure.

Goal Level:

What are they going for (Senior? Staff? EM, etc).

Increases:

Dates they got raises, equity refreshers, title changes, etc.

Commitments:

Any commitments you’ve made (going for a level at the next cycle, will get them on a specific project, etc), and whether you delivered on that commitment or not.

Feedback Style:

How do they prefer to get feedback? Privately? Publicly? Email / In Person?

Schedule:

What hours do they typically keep?

Key People:

Anything about people who are important to them that they have shared with you. Spouse, Children, Friends, etc.

Key Dates:

Dates like anniversaries that have been shared in the past which you might anticipate that they take off in the future.

Time Off:

Overall tendency with time off, as well as any semi-planned, upcoming, or FYI time off that you’re discussing.

Strengths:

Skills and abilities you’ve learned they have

Gaps:

Skills and abilities that aren’t at the level you need them to be

Interested In:

Skills they want to acquire

Likes:

Things, people, processes, etc that you’ve learned they prefer

Dislikes:

Things, people, processes, etc that you’ve learned they seek to avoid

Background:

Relevant personal history they’ve shared (how they grew up, why they got into engineering, major travel, etc)

MM/DD/YYYY

Notes from a specific event you want to retain

MM/DD/YYYY

Notes from a specific event you want to retain

MM/DD/YYYY

Notes from a specific event you want to retain

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