Practical guide · Dave Liloia
What free app should a first-time manager use for 1:1 notes?
Start with a tool you will use consistently. Compare a document with ManagerForge's free plan, check the limits and privacy, and make the next agreement easy to find.
Start with the next meeting, not a software migration.
You have your first team and a calendar full of conversations. Before moving every record into a new app, choose one relationship and decide what you need to remember next week. The useful record is usually small: what matters to the person, what is happening in the work, what they want to develop, and what each of you agreed to do.
An employer-approved document can do that. Give each conversation a date, keep observations separate from your interpretation, and copy open commitments into the next agenda. You will have to maintain that structure yourself, but you can test the habit without moving employee information into another service.
When a dedicated manager workspace helps
ManagerForge's free plan is another starting point when you want notes, action items and meeting context organized around one person. It includes two hours of audio transcription per month and six months of meeting history. No credit card is required. The employee does not need an account.
The limits matter. A relationship with your own manager uses the same kind of slot as a direct report. Tracking a second person requires a paid tier. Longer meeting history and larger audio allowances also depend on the plan. Export records you need before the retention window closes.
Try one useful agreement.
Suppose a team member says a handover keeps causing rework. Instead of writing 'improve communication,' agree on the next three handovers: what goes in the note, who receives it, and when you will check whether it helped. Your action might be arranging overlap between shifts. Their action might be naming the owner of unfinished work.
At the next 1:1, open that agreement before making a new one. Ask what changed and what still gets in the way. The app has earned its place if it makes that conversation easier to prepare, not because it produces a long summary.
Check the data rules before adding employee notes.
Start with a fictional example. Check who can read notes, which providers process them, what happens when you delete an account, and whether your employer permits this tool. A private manager account is different from a service that cannot process the contents.
You do not have to record every conversation. Typed notes can be enough. If you do record, agree on it with the other person and follow the rules of your workplace. Keep sensitive personal details out of the record when they are not needed to manage the work.
Put the next step somewhere you can find it.
See a sample written plan and a fictional worked example. Check the free software limits and data handling before adding records. For a conversation you need to prepare now, arrange a $250 working session with Dave.
Related writing: The Connect framework: person, work and growth.