Understand your relationships.

Add someone from work

Boss, coworker, direct report, client, or business partner.

What is their name?

First name or how you refer to them at work.

How do they relate to you at work?

What is their role or title?

e.g. Engineering Manager, Sales Director, Designer.

Roughly how old are they?

How do they identify?

FemaleMaleNon-Binary

What do you want from this working relationship right now?

Build trustimprove the day-to-dayHard conversationprep for a specific talkManage performancethey're not meeting barAdvancepromotion, raise, more scopeNavigate conflictwork through tensionDecidefigure out if this role/boss is rightBoundariesscope, workload, or behavior

More about them (optional)

How long have you worked with them?

Roughly — months or years.

Where are they?

A city or a country is enough.

What is their ethnicity or cultural background?

EducationDo you know their MBTI type?Their star sign?Anything else worth knowing?Optional. Anything you'd want an advisor to know about them.

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Add someone from work

People

Add someone from work