How do you keep track of the personal and professional details you learn about your mentee(s)?

If I meet somebody new, I make a mental note of personal information they share which might be important to them or would help us bond, like "This person is married, lives in this city, has two kids, and so on." But I don't keep a running spreadsheet. If we talked about their wish to progress their career in a different function, for example, I'll make a note of that, but more importantly, I make a note of why they want to do that—what's motivating them?  And as we interact, I also note what kind of personality they have, their beliefs, values and what’s important to them. I pay attention to their circumstances, what and how they think, the feelings they associate with their thoughts, their actions, and ultimately, the results they’ve produced. I’d use a framework to record important information. An example of how I approach this, as I build my client services team is I start by understanding how individuals see their needs (certainty, uncertainty, significance, connection, growth, contribution) and explore those with them. The goal is to get a vivid idea of an empowering “why”. As we’re doing this we dovetail into exploring what they’re passionate about. We’ll then figure out what that first step is to realizing their goal. We’ll then make a decision to commit an action plan to produce the results we must achieve.

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If I meet somebody new, I make a mental note of personal information they share which might be important to them or would help us bond, like "This person is married, lives in this city, has two kids, and so on." But I don't keep a running spreadsheet. If we talked about their wish to progress their career in a different function, for example, I'll make a note of that, but more importantly, I make a note of why they want to do that—what's motivating them?  And as we interact, I also note what kind of personality they have, their beliefs, values and what’s important to them. I pay attention to their circumstances, what and how they think, the feelings they associate with their thoughts, their actions, and ultimately, the results they’ve produced. I’d use a framework to record important information. An example of how I approach this, as I build my client services team is I start by understanding how individuals see their needs (certainty, uncertainty, significance, connection, growth, contribution) and explore those with them. The goal is to get a vivid idea of an empowering “why”. As we’re doing this we dovetail into exploring what they’re passionate about. We’ll then figure out what that first step is to realizing their goal. We’ll then make a decision to commit an action plan to produce the results we must achieve.
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