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Skip-Level Meeting Notes

Notes template for the leader-with-a-skip-level-report meeting — focused on signal, not gossip.

When to use this

Skip-levels are about finding the truth that filters out through layers. Keep notes structured so patterns become visible over multiple sessions.

The template

# Skip-Level — [Name (skip)] with [Leader] — [Date]

## Their context
- Role and team
- How long in role
- Their manager

## What I asked
1. What's working well in your team right now?
2. What's frustrating you?
3. If you could change one thing about how the company runs, what would it be?
4. What's not being said in your team's meetings that should be?
5. How is your manager helping you grow? How are they not?

## What they said (their words, lightly edited)
- [Quote / paraphrase]
- [Quote / paraphrase]

## Themes I'm hearing across skip-levels
- [Pattern across multiple skips]
- [Pattern]

## Actions
- [Action] — what I'll do
- [Thing I won't do but want to remember]

## What I'll share back with their manager
> Anonymised, only patterns, never quotes attributable to one person.
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