Observe performance or review work product
Determine if previous commitments were attempted, completed, and how. Decide strengths and opportunities. Capture behavioral and contextual details.
2. Connect & Establish Goal of the Conversation
Greet and initiate
Demonstrate interest, help them relax. Set the conversation’s purpose.
3. Discuss Reality (3 Parts)
Strengths or Progress
Corrective or Constructive Opportunities
4. Consider Options & Plan
Ask for possible solutions
Going forward, how might you handle that differently?
Ask how to implement solutions
How do you think you can make that change / implement that?
5. Commit to the Way Forward
Ask for verbal agreement
Will you try that/do that/work on that next time?
Ask for written agreement
Ask they write out WHAT they are doing, HOW, and by WHEN
What and When you will do to support their commitment
Log & Track
Track your and their commitments for what you will each do and when