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tl;dr - Make a copy of this doc, edit the and to reflect your team, clear all the rows in , and use the new update button below when you want to note feedback or an event about someone on your team.
Motivation
As someone who gets a little too excited about productivity software and finding new ways to streamline my work habits, I’ve learned that sometimes less is more. As my teams have grown over the years, I have struggled to keep a running tab on how everyone on my team is doing, whether they’re on track for their high level career goals, and remembering everything they have done over the past few months. Having separate docs and trackers for each individual you manage might work if you have a team of 5-10 people, but once you’re managing several teams, each with their own manager, you might struggle to keep track of everything happening at once.
The goal of this template is to provide you with 3 things:
Coda is a remarkably powerful tool that lets you customize data and information to suit whatever needs you have, but I tried to keep this template relatively simple and optimized for ease of use. The Team Overview is great for quickly looking at the team’s status or adding a new update about someone after gathering additional information. The Individual Tracker provides a reference on what someone has worked on to help you prepare for an in-depth career conversation, discussing real-time feedback, or writing a year-end performance review. This format is easily extensible for anyone who needs a more robust, shared tracker with views into updates from everyone working on a project or all employees who report to a given manager, which can be particularly useful if this is tracker is shared between managers in an organization.
Team Tracker
Add new update for:
Deepti S
Add
Team Overview
Name
Column
Date
Update
1
Deepti S
New client integration
7/13/2020
Took over frontend rewrite after previous engineer switched teams. Ramping up but need to get feedback from design on collaboration
2
Jasper R
Backend rewrite
8/3/2020
Did a great job building the new client API on time
3
Michael F
New client integration
8/5/2020
Working with central recruiting org to develop new internship program. Waiting for exec summary to share with other leads
4
Serena Z
ML model update
7/30/2020
Shipped new integration with major client. Received positive feedback from POC and saw no technical issues with launch
5
Yi Z
Backend rewrite
7/24/2020
Just joined the team as a new hire. Excited about current projects and hoping to find a long-term mentor on the team (maybe talk to Serena?)
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Individual Tracker
Selected Report:
Jasper R
Role
Target Promotion
Ongoing Projects
1
L5
7/1/2021
Backend rewrite
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Name
Update
Date
1
Jasper R
Did a great job building the new client API on time
8/3/2020
2
Jasper R
Had a major breakthrough with the client integration after a rough few weeks
7/29/2020
3
Jasper R
Really struggling with the client integration since they haven’t been as responsive
7/24/2020
4
Jasper R
Drove discussions for the new client API architecture and led a few roundtable discussions with stakeholders
7/21/2020
5
Jasper R
Reached out to our new client proactively to understand requirements and kickstart the integration
7/1/2020
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