ivanjay205
Registered
For all of my direct reports I establish a bi-weekly check-in meeting for 30 minutes. While I dont put a specific agenda in the calendar invite I always follow the same format:
My question.... is how to distinguish what should be a next action on my agenda vs support material? I used to keep notes in Apple Notes plus my Next Actions in Omnifocus. I found it cumbersome mid meeting with someone to review both. Plus I never really had a reason to keep the notes in Apple notes. They were just there to prompt my mind.
In my new way I purely keep the open items we are working on in OmniFocus as next Actions. But that means a major business development goal (in our industry) could sit there for many many months. That isn't necessarily a problem but does add clutter (but its real).
Anyone found any best practices for this? The next action in Omnifocus works right now. But I struggle with should I have notes to reference and should everything be a Next Action? I dont have any projects associated with these people as I am only handling the followup portion.
Thanks!
- General how are you doing question? Give them 5 minutes to vent about stuff and communicate how things are going. Sometimes this opens up the door to bigger topics, things I need to help fix, or coaching moments. Sometimes they blow off steam which is healthy too!
- I follow up on open items I am tracking from them. I generally go to my agenda in Omnifocus for them and rattle through the list. I keep some updated notes built into the notes area on things we discuss. Once it is resolved I check it off. Sometimes these are single items, sometimes more project related but I keep as a single item on my agendas since I am purely just following up.
- We talk about new development ideas depending on their role. This might be me sharing ideas with them, or diving deeper into ideas they have.
My question.... is how to distinguish what should be a next action on my agenda vs support material? I used to keep notes in Apple Notes plus my Next Actions in Omnifocus. I found it cumbersome mid meeting with someone to review both. Plus I never really had a reason to keep the notes in Apple notes. They were just there to prompt my mind.
In my new way I purely keep the open items we are working on in OmniFocus as next Actions. But that means a major business development goal (in our industry) could sit there for many many months. That isn't necessarily a problem but does add clutter (but its real).
Anyone found any best practices for this? The next action in Omnifocus works right now. But I struggle with should I have notes to reference and should everything be a Next Action? I dont have any projects associated with these people as I am only handling the followup portion.
Thanks!