One-on-ones
Save what changed and what the person asked for.
Directors and managers
Remember what your team said and what you agreed to do.
After a one-on-one or team meeting, tell your Dossier what changed, what someone needs, and what you promised to revisit.
After a one-on-one Saved
Jordan wants clearer ownership on the launch. He will draft a new handoff. I said I would review it Thursday. Ask how the workload feels next week.
Your Dossier keeps
Person
Jordan wants clearer launch ownership
Promise
Review the handoff Thursday
Question
How does the workload feel next week?
Before the next one-on-one
Review Jordan's handoff. Ask about workload and launch ownership.
How it helps
Useful when people details sit outside the task list.
Your Dossier helps you remember the conversation, not just the action item.
Team decisions
Remember what was decided and why.
Follow-ups
Keep the check-in or review you promised.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Brief what the person needs.
- Save the reason behind a decision.
- Say what you promised to revisit.
Before you need it
- Ask what changed last time.
- Check what you owe the person.
- Review the question you wanted to ask.
Questions
What this does and does not do.
Is this performance management software?
No. Keep formal employee records in approved workplace systems. Your Dossier is for your private reminders.
Can it prepare me for a one-on-one?
Yes. Ask what the person said, what is still open, and what you promised.
Remember the last conversation before the next one.
A short brief after the meeting gives you a useful reminder later.