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Notes on each of your reports

A private thread per person: 1:1s, wins, worries and what each of you promised. When reviews come, the year is already there.

See the thread

At a glance

For
Managers with a few direct reports and a 1:1 with each.
You keep
A private Team folder with a thread per person, and for each report an agenda thread you share with them at Can add notes.
Nothing to set up
A few lines after each 1:1, and wins and worries when they happen.
The moment
In November each person’s year is in their thread, dated, so the review starts from what happened, not from the last month you remember.
Plan
Free Free and private in this browser; export a backup now and then. Sign in to get reminders on this device. Pro to share an agenda with each report and to let your assistant draft.

Before

Six reports, a 1:1 with each every other week. The notes live in a document per person that grows to forty pages, or in a notebook you can’t search. In November HR wants a review for each of them, and what you remember is the last month. Dana’s fix that support loved in March is gone.

Why a thread, not a document per person

  1. A timeline, not a forty-page document

    Each 1:1 is a dated note under the last one, so the year reads in order, and Search finds “promotion” across the team.

  2. Promises as a checklist

    Yours and theirs, ticked at the next 1:1. Set Remind me… for the morning you meet.

  3. Private notes, a shared agenda

    Your notes stay yours. A separate thread shared with the report at Can add notes is where you both add topics before you meet.

The moment

Monday 30 November, before three 1:1s: where you left each person.

List

  • Team

    Dana

    Edited the draft and sent the promotion case to Elena for the calibration on 3 December.

    Waiting

  • Team

    Luis

    Next 1:1: his move to the platform team in January.

    Active

  • Team

    Mei

    Back from leave on 30 November: plan a lighter first week.

    Active

A thread, over time Example

Your workspace starts empty.

Team

Dana

Waiting

  1. Tue 3 Mar

    1. After each 1:1: what was said, and what each of you promised.

      You10:45

      1:1. She wants to lead the search project, but presenting to the directors makes her nervous.

      • To do: Me: ask Elena for a slot at the April review
      • To do: Dana: a one-page plan

  2. Wed 11 Mar

    1. A quiet win, kept before the chat scrolls it away.

      You16:20

      Support thanked her for the export fix. #win

  3. Tue 17 Mar

    1. Last time’s promises, copied in and ticked, and a reference to the agenda you share with her.

      You10:40

      1:1. The plan is good; she presents on 2 April.

      • Done: Me: ask Elena for a slot at the April review
      • Done: Dana: a one-page plan
      • To do: Me: a rehearsal with her on 31 March

      Dana and me · 16 Mar

  4. Thu 2 Apr

    1. A win, tagged, so Search finds it in November.

      You17:05

      Presented the search plan. Clear, a little fast, and the directors said yes. #win

  5. Tue 12 May

    1. Concerns too, with the date you noticed and what you did.

      You10:50

      1:1. Tired: on call twice this month because of the gap in the rota. Took her off the June rota. #concern

  6. Tue 24 Nov

    1. At review time, your assistant drafts from the year, with the dates behind each point.

      via Claude09:30

      Draft review for Dana, from this thread:

      PointBehind it
      Leads the search projectPlan presented on 2 April
      Work people noticeThe export fix, thanked by support on 11 March
      Watch: workloadOn call twice in May; rota changed

    2. Waiting while the promotion case is with Elena. Waiting

      You10:10

      Edited the draft and sent the promotion case to Elena for the calibration on 3 December.

If you like, let your assistant draft.

None of this is needed to start. It takes a few minutes once, and needs Pro.

Connect an assistant

  • The review, drafted

    Your assistant reads one person’s thread and adds a draft review as a note, with the dates behind each point.

    Set it up

    Assistant connectionFull workspace accessSelected folders and threads: Team

    1. In Settings → Connections, choose Add connection → ChatGPT or Claude, copy the MCP URL and add it as a connector there. On ThreadPage’s consent page, choose Customize access → Selected folders and threads → Team. With Read only it drafts in the chat instead.
    2. Ask: Read Dana’s thread and draft her review: what she did well and one thing to grow, each with the dated notes behind it. Add it as a note.

Limits

  • These are your working notes, not an HR record: check your company’s rules on where notes about people may live.
  • Share each agenda thread on its own: sharing the Team folder would show every note in it.
  • On Free your notes stay in this browser: export a backup now and then.

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