# Person: [Name]

**Role:** Manager / Colleague / Mentor / Client / Family / Friend  
**Company/Context:** [Where/how you know them]  
**Contact:** [Email / Phone / Other]  
**Last Contact:** YYYY-MM-DD  
**Next Scheduled:** YYYY-MM-DD

## Overview

**How we know each other:**


**Their role/position:**


**Why this relationship matters:**


## Important Context

### Background
**Professional:**


**Personal interests:**


**Communication style:**


**Preferences:**


### Key Details to Remember
- Birthday: 
- Important dates: 
- Family context: 
- Current priorities: 
- Recent challenges: 

## Current State

**Relationship health:** 🟢 Strong / 🟡 Needs Attention / 🔴 Strained

**Recent interactions:**


**Outstanding items:**


## Conversation Log

### YYYY-MM-DD: [Meeting or Topic]
**Context:** 

**Discussion:**
- 
- 
- 

**Key Takeaways:**


**Action Items:**
- [ ] Me: 
- [ ] Them: 

**Follow-up:** 

---

### YYYY-MM-DD: [Meeting or Topic]
**Context:** 

**Discussion:**
- 
- 
- 

**Key Takeaways:**


**Action Items:**
- [ ] Me: 
- [ ] Them: 

**Follow-up:** 

---

## Goals & Commitments

### Their Goals
**What are they working toward?**


**How can I support?**


### My Goals (Related to This Relationship)
**What do I want from this relationship?**


**How can I add value to them?**


## Regular Touchpoints

**Frequency:** Weekly / Bi-weekly / Monthly / Quarterly / Ad-hoc

**Format:** 1-on-1 / Group / Email / Casual

**Typical agenda:**
- 
- 
- 

## Topics to Discuss

### Next Conversation
- [ ] Topic 1
- [ ] Topic 2
- [ ] Topic 3

### Future Topics
- 
- 
- 

## Notes & Observations

### Patterns
**What have I noticed over time?**


### Their Strengths


### Their Challenges


### How to Best Work Together


## Pending Items

### My Action Items
- [ ] Item 1 - Due: YYYY-MM-DD
- [ ] Item 2 - Due: YYYY-MM-DD

### Their Action Items
- [ ] Item 1 - Expected: YYYY-MM-DD
- [ ] Item 2 - Expected: YYYY-MM-DD

### Waiting On
- Item 1: Waiting for [reason]
- Item 2: Waiting for [reason]

---

## Links
**Related Projects:** [[]]
**Related Areas:** [[]]
**Recent Daily Notes:** [[]]

