As a Person
- Spouse or partner.
- Parents, hobbies and interests, children.
- Educational background
- Formative life experiences
- Where he/she grew up
- Favourite destinations, books, films, sports teams, restaurants
- Personal issues he/she may be grappling with
- Non-profit or charitable involvement
- Personal style: introvert vs. extrovert, safety first vs. risk taker
- Religious/political beliefs
As a Professional
- Preferred means of communication (e-mail, phone, etc.)
- Work style (early/late, weekends, etc.)
- Name of personal assistant or secretary
- Strengths and weaknesses as an individual
- Role models, mentors
- Career history: positions held, major accomplishments
- Career goals and aspirations
- Most concerning issues right now
- Quality of relationship with his/her boss
- Relationships with key direct reports (do you know them?)
- Professional associations
- Corporate Directorships
- Other top executives he/she associates with
- Networks
- Awards
- Member of network groups
- Websites visited/trade magazines read
