<aside> <img src="/icons/light-bulb_gray.svg" alt="/icons/light-bulb_gray.svg" width="40px" /> Welcome to the Notion template for managing your direct reports, modelled on exactly how I manage my reports at work.

1. Make one of these for each of your direct reports.
2. Share the page with them in Notion, it should be a shared space for both of you.
3. I’ve included helpful guides on how to use the page with the callouts (look for the 💡), delete them when you’re comfortable.

If you find this useful, please follow me on Twitter for more helpful guides on building software, and managing software engineers. I’m always excited to hear feedback, and connecting with people who are leading software teams.

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Catch-ups

<aside> <img src="/icons/light-bulb_gray.svg" alt="/icons/light-bulb_gray.svg" width="40px" /> When you catch-up, just add a new header at the top, and start writing! I’ve included an example below, based on the first meeting I have with new starters.

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Catch-up ideas

8th January, 2023 (Onboarding)

• Stand-up at 9:40am, retrospective every two weeks.
  • Work the hours you feel most comfortable, but please be around between 9:40am and 3:30pm, these are our core hours.
• Things to install:
  • Zoom
  • VSCode
  • XCode
  • Android Studio
• Benefits:
  • Learnerbly, £500 annual budget. Resets every year.
  • WFH allowance. £1000. Expense it with Expensify.
• Schedule:
  • How often should we have catch-ups?

Actions

All items

Goals

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Resources

<aside> <img src="/icons/light-bulb_gray.svg" alt="/icons/light-bulb_gray.svg" width="40px" /> This is for you to share resources with your report that come up during your catch-ups. This could be:

• Internal company documentation (i’ve included Monzo’s progression framework as an example.)
• Books that are relevant for their development </aside>

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