Sending Follow up notes from a 1:1

Submitted by Martha Sue Coursey
in

I've been taking notes on my laptop- which I will try not doing after listening to your podcast.

I was wondering though- should I also stop sending notes from the meeting? I had been doing that, but after listening I am wondering if that's really something I should be doing. 

Thank you,

Submitted by Brad Parker on Saturday May 18th, 2013 10:30 pm

Hi,
The one on one (O3) is really between you and your direct to build your mutual relationship which is hard to do if you are typing during the meeting. How would you feel if the direct was "typing their email" while they spoke to you? I know that's not what you are doing and the direct has no way of knowing that though.
Hand write your notes, they will help you remember  and if the direct wants to see them I would show them. I would not type them up and forward etc.
If you are worried about backups there are other options too.
Regards
Brad Parker

Submitted by Stephen Ibanez on Sunday May 19th, 2013 7:14 am

I was tempted to send O3 notes when I started them with my first direct, but decided not to.  I considered sending them because I know this direct never took notes in meetings, and was often unprepared when I followed up with him.  He never carried a notebook with him and relied solely on his memory to assign tasks and follow up with his directs as well as to accomplish the things I asked him to do.
I chose to keep the notes for my own follow-up, and used his inability to recall the points as a starting point for coaching him on note-taking.  It took some time, but he finally realized he needed to take notes and have answers or status ready when I asked.  He has since significantly improved his follow-up with his directs and the team is much more effective.
Steve
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Submitted by Mike Jennings on Sunday May 19th, 2013 7:01 pm

 I only see downsides to taking minutes during O3s and then sending following up notes.
I consider O3s to be the bedrock of my being an effective manager. The relationship is the priority, it's a time I am obliged to be more people focused than task focused. Copious note-taking would get in the way of my participation in the conversation. I would be too distracted recording what was said to notice the subtleties about how it was said or what wasn't being said. That is one reason to designate someone to act as the recorder at larger meetings, I can be free to monitor and engage in the discussion. 
I use the MT form -- have personalized it a bit -- and write down a phrase, may be two or  a due date about the topics I raise or that they bring up. Right after the meeting, I add other details while they are still fresh in my mind and schedule the actions I promised. People come to the meetings prepared for the discussion and to take notes, some have a notebook just for our O3s. Nevertheless follow through isn't perfect. Sometimes other priorities have won out and occasionally they dropped the ball.  Which prompts a "When you ..." moment.
Mike

Submitted by Martha Sue Coursey on Monday May 20th, 2013 1:08 pm

 Brilliant- thanks so much everyone.
I'm a brand new manager and I was thinking it was helpful to send the notes- but I can see now they are really just for me. 

Submitted by Brad Parker on Tuesday May 21st, 2013 8:26 am

 Well done. You've got it!!
Regards
Brad Parker