1. Prepare

Observe performance or review work product

Determine if previous commitments were attempted, completed, and how. Decide strengths and opportunities. Capture behavioral and contextual details.

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2. Connect & Establish Goal of the Conversation

Greet and initiate

Demonstrate interest, help them relax. Set the conversation’s purpose.

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3. Discuss Reality (3 Parts)

Strengths or Progress

Transitions

Corrective or Constructive Opportunities

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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?

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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

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6. Follow-Through

Coach Commitment

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

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