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Engineering Manager Toolkit

A complete Notion workspace for engineering managers. Run effective 1-on-1s, track team OKRs, manage performance reviews, monitor team health, and maintain a hiring pipeline — all from one interconnected system.

Key Features

  • 1-on-1 meeting templates with recurring agenda, action items, and private notes
  • Team OKR tracker with quarterly objectives, key results, and progress scoring
  • Performance review framework with self-assessment, peer feedback, and calibration
  • Hiring pipeline from job posting to offer with interview scorecards
  • Team health dashboard — track engagement, velocity trends, and risk signals
  • Career growth plans linked to individual team members
  • Meeting notes archive with searchable history across all 1-on-1s

Database Schema

Team Members (Core Database)

Property Type Description
Name Title Team member name
Role Text Current title and level
Start Date Date When they joined the team
Tenure Formula dateBetween(now(), Start Date, "months")
Career Track Select IC · Management · Staff+
Current Level Select Junior · Mid · Senior · Staff · Principal
Target Level Select Next promotion target
Status Select Active · On Leave · PIP · Departing
1-on-1 Notes Relation → 1-on-1s All meeting records
OKRs Relation → OKRs Assigned key results
Growth Plan Relation → Growth Plans Career development plan

1-on-1 Meeting Log

Property Type Description
Meeting Title Title Auto-formatted: "[Name] — [Date]"
Team Member Relation → Team Members Who the meeting is with
Date Date Meeting date
Mood Select Great · Good · Neutral · Concerned · Struggling
Topics Discussed Multi-select Career · Project · Feedback · Blockers · Personal · Process
Action Items Text (long) Commitments from both sides
Private Notes Text (long) Manager-only observations (not shared)
Follow-up Needed Checkbox Flag for next meeting prep

OKR Tracker

Property Type Description
Key Result Title Measurable outcome statement
Objective Relation → Objectives Parent objective
Owner Relation → Team Members Responsible person
Quarter Select Q1 · Q2 · Q3 · Q4
Year Number Fiscal year
Target Value Number Goal metric
Current Value Number Current progress
Progress Formula round(Current Value / Target Value * 100)
Status Formula Based on progress: On Track / At Risk / Behind
Confidence Select High · Medium · Low

Performance Reviews

Property Type Description
Review Title Title "[Name] — [Cycle] Review"
Team Member Relation → Team Members Who is being reviewed
Cycle Select Mid-Year · Annual
Self Assessment Text (long) Employee's self-evaluation
Manager Assessment Text (long) Manager's written evaluation
Rating Select Exceeds · Meets · Developing · Below
Strengths Multi-select Top 3 strengths observed
Growth Areas Multi-select Areas for development
Compensation Change Select Promotion · Merit Increase · No Change · PIP

Hiring Pipeline

Property Type Description
Candidate Title Candidate identifier
Role Text Position they're interviewing for
Stage Select Resume Review · Phone Screen · Technical · Onsite · Offer · Hired · Rejected
Source Select Referral · LinkedIn · Inbound · Agency · Job Board
Interviewer Notes Text (long) Combined feedback
Decision Select Strong Yes · Yes · No · Strong No
Date Applied Date When they entered the pipeline

Quick Start

  1. Duplicate the template into your Notion workspace
  2. Add your team members to the Team Members database
  3. Schedule your first 1-on-1 — create a meeting record and use the agenda template
  4. Set quarterly OKRs — create 3-5 objectives with measurable key results
  5. Review the dashboard — the Team Health view aggregates mood trends and OKR progress

Usage Guide

1-on-1 Best Practices

Use the built-in recurring agenda template:

1. Check-in: How are you doing? (2 min)
2. Their topics: What's on your mind? (15 min)
3. Action item review: Status on last meeting's items (5 min)
4. My topics: Feedback, context, or announcements (5 min)
5. Growth: Progress on career goals (3 min)

OKR Scoring Guide

Score Meaning Color
70-100% On Track Green
40-69% At Risk Yellow
0-39% Behind Red

Google-style: 70% achievement on stretch goals = success.

Recommended Views

View Type Use Case
Team Overview Table All team members with status and tenure
1-on-1 Calendar Calendar Upcoming and past meetings by date
OKR Board Board Grouped by Objective, cards show progress
Review Cycle Table Filtered to current review period
Hiring Funnel Board Kanban by interview stage
Mood Trends Table Sorted by date, filtered per team member

Template Examples

Example: 1-on-1 Entry

Field Value
Team Member Alex (Senior Engineer)
Mood Good
Topics Discussed Project, Blockers, Career
Action Items Manager: Get clarity on Q2 resourcing. Alex: Draft tech spec by Friday.
Follow-up Needed Yes

Example: OKR Entry

Field Value
Key Result Reduce P95 API latency from 800ms to 200ms
Objective Improve platform reliability
Owner Jordan
Target Value 200
Current Value 450
Progress 58%
Confidence Medium

Customization Tips

  • Add a "Skip Level" checkbox to 1-on-1s for meetings with your manager's reports
  • Create a "Team Rituals" database for tracking retrospectives, team lunches, and celebrations
  • Add "Peer Feedback" relation to Performance Reviews for 360-degree input
  • Build a "Flight Risk" formula combining tenure + mood trends + growth plan staleness
  • Add a "Meeting Cadence" property (weekly/biweekly) to Team Members for scheduling

This is 1 of 11 resources in the Notion Developer Pro toolkit. Get the complete [Engineering Manager Toolkit] with all files, templates, and documentation for $39.

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