Knowledge capture: writing things down before the person leaves
Knowledge capture fails as a documentation project and works as a habit attached to real work. Where to start, what to skip, and why the expert is the wrong person to write it.
A one on one meeting is the only recurring slot where a person can raise something before it becomes a problem. Protect it, let them set the agenda, and write down what you agreed.
A one on one meeting is a recurring conversation between a person and their manager that exists for the things which never fit anywhere else: the concern that is not yet a complaint, the ambition nobody has been told about, the project detail that is quietly going wrong. It is not a status report — status can be read — and treating it as one is the fastest way to make people stop preparing for it.
Two failures account for most bad one on ones. The manager talks for twenty-five of the thirty minutes, and the meeting gets moved whenever something urgent appears. The second is worse: a one on one cancelled twice in a row teaches the person that their time is the flexible kind.
Talk less than half the time. Managers consistently estimate they talked less than they did, and the meeting is the only one on the calendar that belongs to the other person. Silence after a question is not an invitation to fill it — waiting is how the second, more honest answer arrives.
Notes from a one on one should be a shared record of what was agreed, not a private file about a person. The practical rule is that everything you write should be something you would be comfortable with them reading — because in a shared document, they will. That constraint is a feature: it keeps the notes to decisions, actions and context, which is all anyone needs six weeks later when someone asks what was agreed about the promotion conversation.
Ettex Notes suits this: one note per person, with checklists inside the note so actions become items with visible progress rather than sentences that get skimmed, tags to keep a series together, backlinks and linked references so a one on one can point at the project or document being discussed, reminders for the follow-up you promised, and version history showing what changed and when. The recurring slot lives in Ettex Calendar, and anything that becomes a formal document — a development plan, a role change — moves to Ettex Docs where comments and version history apply.
To be clear about what Ettex does not do here: there is no one-on-one or performance module, no goal or OKR tracking, no review cycles, no prompts suggesting what to ask, and no per-person permission model that hides a note from the person it is about. It is a shared note with checklists and history. For a small team that is genuinely enough; formal performance management at scale is a different category of software.
Running a team is more than holding conversations. Team management covers workload, capability, priorities and the decisions a manager owns, which is what those conversations are supposed to serve.
Keep it away from the annual performance review. The one on one is where problems are raised early precisely because nothing is being scored; the moment it feeds a rating, people start saving their concerns for a safer moment. If the conversation tends to sprawl, a simple meeting agenda with three standing questions is usually enough structure.
A recurring conversation between a person and their manager focused on how things are going, feedback in both directions, and what they are working towards — not on status reporting.
Weekly for new starters or fast-moving work, fortnightly as a default, monthly at the outside. Less frequent than monthly stops being a relationship and becomes an update.
The person, primarily. A shared running document both parties add to between meetings works best, with their items taken first.
Thirty minutes suits most pairs. Longer is worth it while trust is being built or during a difficult period; shorter tends to become a status check.
Yes — decisions and actions, in a document both of you can see. Private notes about a person are a different thing and belong to a formal process, not to this meeting.
Anything that could have been a message, and the first delivery of significant negative feedback about something that happened weeks ago. Feedback belongs close to the event.
A one on one meeting works when it is protected, when the other person sets the agenda, and when last time's actions get read out at the start of this one. Everything else is detail.
Knowledge capture fails as a documentation project and works as a habit attached to real work. Where to start, what to skip, and why the expert is the wrong person to write it.
A decision log records what was decided, by whom, and what was rejected. The format that takes two minutes, and why the rejected options are the part worth keeping.
An annual general meeting has rules about notice, quorum and voting that decide whether its resolutions are valid. What to get right, and what small companies can skip.