# 1:1, {{name}}, {{date}}
## Their topics (first 20 min)
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## Goals & growth
- Current focus:
- Skill stretch this month:
- Blockers:
## Feedback (both directions)
- Appreciation:
- Request / experiment:
## Delivery & priorities
- Top commitments until next 1:1:
- Risks I should know:
## Notes / decisions
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## Next check-in
- Date:
- Follow-ups (owner):
Templates
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Practical checklists for hiring, leveling, 1:1s, ADRs, tech debt, APIs, and incidents. Copy Markdown, customize placeholders, link back to the matching chapter.
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# Hiring scorecard, {{role}} ({{level}}) ## Mission of the seat (6-12 months) 1. 2. 3. ## Must-have vs teachable | Skill | Must-have | Teachable | Notes | | --- | --- | --- | --- | | | | | | ## Attributes (score Strong / Mixed / Weak) 1. Problem decomposition, signals: 2. Code / craft quality, signals: 3. Collaboration, signals: 4. Ownership, signals: 5. System design judgment, signals: 6. Communication, signals: ## Loop design - Screen: - Work sample / coding: - Design: - Collaboration: - Hiring manager: ## Calibration notes - Bar for this level: - Common false positives to avoid:# Leveling evidence, {{name}} → {{target_level}} ## Scope of impact (last 2-3 cycles) - Outcomes delivered: - Ambiguity handled: - Influence radius (team / multi-team / org): ## Evidence bullets (outcome → how → result) 1. 2. 3. ## Feedback from others - Peers: - Cross-functional partners: - Manager notes: ## Gaps & plan - Gaps vs target level: - Support / stretch work: ## Decision - Ready now / ready with conditions / not yet: - Conditions or timeline:# ADR {{number}}: {{title}} - Status: Proposed | Accepted | Superseded - Date: - Deciders: ## Context What forces are in play (quality attributes, constraints, incidents)? ## Decision drivers 1. 2. ## Options considered ### Option A - Pros: - Cons: ### Option B - Pros: - Cons: ## Decision We will… ## Consequences - Positive: - Negative / debt accepted: - Follow-ups / fitness checks:# Debt item, {{name}} - Owner: - First seen / last incident: - Systems touched: ## If we do nothing - User / revenue risk: - Engineering drag (estimate): - Blast radius: ## Investment options | Option | Effort | Outcome metric | Residual risk | | --- | --- | --- | --- | | Full fix | | | | | Mitigate | | | | | Accept | 0 | | | ## Recommendation - ## Decision & review date -# API review, {{service}} {{api_name}} ## Consumers & use cases - ## Resources & operations - Naming matches domain? - Pagination / filtering / sorting? - Idempotency for writes? ## Errors & auth - Error codes documented? - Authn/z boundaries clear? - Audit / tenancy? ## Compatibility - Versioning strategy: - Additive vs breaking changes: - Deprecation policy: ## Operability - SLOs / rate limits: - Observability (metrics, traces): - Rollback / dual-run plan: ## Decision - Approve / revise / reject:# Incident, {{title}}, {{date}} ## Severity & impact - Started / detected / mitigated / resolved: - User impact: ## Timeline (UTC) - ## What helped / what hurt - ## Contributing factors (systems, not villains) 1. 2. ## Action items | Action | Owner | Due | Status | | --- | --- | --- | --- | | | | | | ## Follow-up comms - Who was informed: - External note needed?# Priority stack, week of {{date}} ## Capacity (engineer-days) - Available: - Meetings / support tax: - Net: ## Ranked outcomes (no ties) 1. 2. 3. ## Explicitly not this week - ## Risks & asks - ## Stakeholder note (3 bullets) 1. Progress: 2. Risk: 3. Ask:# Compensation conversation, {{person}}, {{date}} ## Role & level - Scope next 6 months: - Level / band: ## Package (facts only) - Base: - Bonus / equity: - Other: ## Market / internal equity notes - ## Message structure 1. Excitement about role/impact 2. Package clearly 3. What is flexible vs fixed 4. Questions ## If the answer is no / not now - Constraint: - Next review window: - Non-monetary support: ## Follow-ups -# PIP outline, {{name}}, start {{date}} end {{end_date}} ## Prior feedback trail - Dates / themes: ## Gaps (observed, with examples) 1. 2. ## What “meets” looks like 1. 2. ## Support provided - Coaching: - Pairing / scope: - Training: ## Check-ins | Date | Focus | Notes | | --- | --- | --- | | | | | ## Outcomes - Met / not met: - Next step:# Team AI norms, {{team}}, {{date}} ## Encouraged - Drafting updates from notes you verify - Brainstorming options / test ideas - Summarizing long docs you still read ## Not allowed without extra review - Final hiring or performance decisions - Unreviewed production code from AI alone - Pasting secrets or private personal data ## Review rule If you would not sign your name under it, do not ship it. ## Tools approved here - ## Examples of good use 1. 2.# Team topology one-pager — {{team}} — {{date}} ## Mission (one sentence) ## Team type - [ ] Stream-aligned - [ ] Platform - [ ] Enabling - [ ] Complicated-subsystem - Why this type: ## Streams / services we own 1. 2. ## What we explicitly do not own ## Neighbors and interaction modes | Neighbor | Actual mode | Desired mode | Notes | | --- | --- | --- | --- | | | Collaboration / XaaS / Facilitating | | | ## Platform or service expectations (if applicable) - Docs: - SLO: - Support path: - Versioning / deprecation: ## Cognitive load risks - ## Next topology experiment (30 days) -# Capacity plan — {{team}} — {{quarter}} ## Outcomes this quarter 1. 2. ## Demand (engineer-weeks) | Stream | Work | Est. weeks | Notes | | --- | --- | --- | --- | | Product | | | | | KTLO / support | | | | | Debt / platform | | | | | Hiring / onboarding | | | | | **Total demand** | | | | ## Supply - People (FTE): - Weeks in period: - Focus factor (0.6-0.75 typical): - Minus PTO / leave / ramp: - **Available engineer-weeks:** ## Stability reserve - % or weeks held back: - Why: ## Scenarios ### Stay flat - What ships: - What slips: - Risks: ### +1 hire (role: ) - What changes by when: - Ramp assumptions: ### Scope cut (if hire denied) - Cuts: - Communication plan: ## Will not do this quarter - - ## Decision asked of leadership -# Team OKRs — {{team}} — {{cycle}} ## Mission (stable) ## North star metric (if any) - Metric: - Definition / source: ## Objective 1 **O:** | Key Result | Baseline | Target | Source | Counter-metric | | --- | --- | --- | --- | --- | | | | | | | | | | | | | ## Objective 2 (optional) **O:** | Key Result | Baseline | Target | Source | Counter-metric | | --- | --- | --- | --- | --- | | | | | | | ## Standing KPIs we watch (not OKRs) | KPI | Threshold / SLO | Owner | If red we… | | --- | --- | --- | --- | | | | | | ## Will not do this cycle - ## Capacity link - Available engineer-weeks: - Risks: ## Mid-cycle check (date) - On track / at risk / off: - Learning:# Team setup charter — {{team}} — {{date}} ## Mission (one sentence) ## Non-goals ## Size and composition - Headcount: - Two-pizza / cognitive load check: pass / fail / mitigate how: - Seniority mix notes: ## Streams / services owned ## Explicitly not owned (consume as XaaS) ## Neighbor interaction modes | Neighbor | Mode | Notes | | --- | --- | --- | | | Collaboration / XaaS / Facilitating | | ## Communication system - Source of truth: - Decision log: - Status rhythm: - Interrupt / on-call path: - Cross-team ask path: ## Working agreements - ## Success metrics - OKR cycle link: - KPI set:# Handover contract — {{work-title}} — {{date}} ## Owner (end-to-end) - Name: - Backup: ## Context (why now) ## Outcome (definition of done) - User / system result: - Quality / operability bar: ## Non-goals ## Constraints - Time: - Dependencies: - Risk / compliance: - Performance / SLO: ## Breakdown (value slices) 1. 2. 3. ## Decision rights | Decision type | Owner decides | Consult | Approver | | --- | --- | --- | --- | | Local implementation | | | | | Interface / API contract | | | | | Scope change | | | | | Launch / rollback | | | | ## RACI matrix (required in checklist) R = Responsible (does the work) · A = Accountable (one per row) · C = Consulted · I = Informed | Activity | Eng owner | Tech lead | Product | Partner team | Other | | --- | --- | --- | --- | --- | --- | | Problem framing / design | | | | | | | Implementation | | | | | | | Code / design review | | | | | | | Launch / rollout | | | | | | | Comms to stakeholders | | | | | | | Rollback / incident response | | | | | | | Success metrics / validation | | | | | | Rules: exactly one A per activity. Lead should not keep A on every row after handover. ## Checkpoints (risk-based, not hourly) | When | Artifact | Who | | --- | --- | --- | | | Design note / ADR | | | | Mid-slice demo | | | | Launch readiness | | ## Support from lead - I will: - I will not (no longer owning): ## Escalation red flags - ## Teach-back (owner fills) - Problem in my words: - First slice: - How I get unblocked: ## Handover checklist (all should be yes before lead steps back) - [ ] Outcome + quality bar written - [ ] Non-goals written - [ ] Context links complete - [ ] End-to-end owner (+ backup if needed) - [ ] RACI matrix filled (one A per activity; owner can explain C vs I) - [ ] Teach-back passed - [ ] Decision rights table filled - [ ] Risk-based checkpoints booked - [ ] Interfaces / rollout / rollback named - [ ] Lead support boundaries set - [ ] Escalation red flags listed - [ ] Operability (logs/metrics/alerts/runbook) included if production-facing - [ ] Done = how we know it worked (metric / test / user check) ## Handover metrics (track 3-5) | Metric | Definition | Baseline | Target / watch | Source | | --- | --- | --- | --- | --- | | Time-to-first-progress | | | | | | Checkpoint hit rate | | | | | | Lead interrupt rate | | | | | | Blocker age (median) | | | | | | Re-decision rate | | | | | | Owner confidence (1-5) start → mid | | | | | | Quality counter-metric | | | | | ## Review dates - Mid-checkpoint: - Closeout:# Feedback loop design — {{loop-name}} — {{date}} ## Loop type - [ ] People - [ ] Delivery - [ ] Product - [ ] Operations - [ ] Other: ## Problem (why this loop) What open loop pain are we fixing? ## Anatomy | Part | Design | | --- | --- | | Sensor (signal) | | | Cadence | | | Who looks | | | Comparison (intent / threshold) | | | Decision forum | | | Actuator (who changes the system) | | | Memory (where learning lives) | | ## Action rule If signal is red / off target, we will: ## First two-week experiment - Start date: - Success = one real decision or change: - Owner: ## Loop health metrics | Metric | Definition | Current | Target | | --- | --- | --- | --- | | Action completion rate | | | | | Repeat signal rate | | | | | Decision latency | | | | | Owner clarity (% actions with one name) | | | | ## Anti-patterns to avoid -# Servant leadership — 30-day practice — {{team}} — {{start-date}} ## Intent (one sentence) How I will serve this team so they are stronger without me in every detail: ## Week 1 — Listen | Person | Protect | Change | Stop | | --- | --- | --- | --- | | | | | | Themes: ## Week 2 — Remove one blocker - Blocker: - Owner of fix: - Done when: ## Week 3 — Hand over one stream - Stream: - Owner: - RACI / checklist green? Y/N - Coaching checkpoints: ## Week 4 — Close one feedback loop - Loop (people / delivery / product / ops): - Sensor → decision → change: ## Weekly scorecard (1-5) | Week | Team ownership | My interrupt load | Hard feedback given | Credit shared | Notes | | --- | --- | --- | --- | --- | --- | | 1 | | | | | | | 2 | | | | | | | 3 | | | | | | | 4 | | | | | | ## Not servant (watch list) - [ ] Saying yes to infinite scope - [ ] Avoiding conflict - [ ] Doing all hard tasks myself - [ ] Withholding context as power