- Prep item
- Read the history and past records
- Category
- Materials
- Assignee
- Empty
- Check
- Unchecked
Work & projects · Interview notes
Interview and meeting record
For preparing an interview or regular one-on-one and recording questions, answers and follow-ups
Only you can see the new document. Checks and statuses start empty, and share links, polls and surveys open when you publish them yourself.
Interview and meeting record
- Subject (job or role)
- Not set
- Date & time
- Not set
- Interviewer
- Not set
- Type
- Not set
Choose the meeting type in the document details and check the preparation items.
Prep
List what to check before starting, along with who's responsible.
| Prep item | CategoryLabels | AssigneeAssignee | CheckCheckbox |
|---|---|---|---|
| Read the history and past records | Materials | Empty | Unchecked |
| Prepare the room or video link | Place | Empty | Unchecked |
| Pick three key questions | Questions | Empty | Unchecked |
- Prep item
- Prepare the room or video link
- Category
- Place
- Assignee
- Empty
- Check
- Unchecked
- Prep item
- Pick three key questions
- Category
- Questions
- Assignee
- Empty
- Check
- Unchecked
Don't put personal details like real names or contact info in this document.
Questions and answers
Write answers as you heard them and mark your assessment separately.
| Questions | CategoryLabels | Notes | AssessmentStatus |
|---|---|---|---|
| What have you been most absorbed in recently? | Experience | Empty | Empty |
| How did you solve a hard problem? | Skills | Empty | Empty |
| How do you align when opinions differ? | Collaboration | Empty | Empty |
| What do you expect from this role? | Motivation | Empty | Empty |
| Is there anything you'd like to ask us? | Other | Empty | Empty |
- Questions
- What have you been most absorbed in recently?
- Category
- Experience
- Notes
- Empty
- Assessment
- Empty
- Questions
- How did you solve a hard problem?
- Category
- Skills
- Notes
- Empty
- Assessment
- Empty
- Questions
- How do you align when opinions differ?
- Category
- Collaboration
- Notes
- Empty
- Assessment
- Empty
- Questions
- What do you expect from this role?
- Category
- Motivation
- Notes
- Empty
- Assessment
- Empty
- Questions
- Is there anything you'd like to ask us?
- Category
- Other
- Notes
- Empty
- Assessment
- Empty
Overall opinion
Write strengths and areas to improve separately, then decide the next step together.
•
Strengths
•
Areas to improve
•
Overall opinion
What should the next step be?
- Move to the next step
- On hold
- Close
Next step
Follow-ups
Note who does what, and when, after the meeting.
Follow-ups
| Follow-ups | Progress | Due date | Assignee | Notes |
|---|---|---|---|---|
| Summarize and share the results | Not set | Not set | Not set | Not set |
| Announce the next schedule | Not set | Not set | Not set | Not set |
| Organize and store the record | Not set | Not set | Not set | Not set |
- Progress
- Not set
- Due date
- Not set
- Assignee
- Not set
- Notes
- Not set
- Progress
- Not set
- Due date
- Not set
- Assignee
- Not set
- Notes
- Not set
- Progress
- Not set
- Due date
- Not set
- Assignee
- Not set
- Notes
- Not set
☐
Wrote answers and assessments separately.
☐
Kept personal details out of the record.
☐
Set an owner and due date for each follow-up.