Utilize our Development Conversation Template for efficient planning and execution of growth-focused meetings, ensuring comprehensive action follow-ups.
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Identify purpose and objectives of the development conversation
2
Select conversation structure
3
Prepare key talking points
4
Establish goals or outcomes for the conversation
5
Select time and location for the conversation
6
Invite participants
7
Prepare conversation materials
8
Review company policies related to development conversations
9
Approval: Review participant profiles
10
Conduct pre-conversation briefing with participants if needed
11
Facilitate the development conversation
12
Document key points and decisions from the conversation
13
Approval: Meeting Notes
14
Define next steps and action items
15
Distribute summary and action items to participants
16
Follow up on action items
17
Gather feedback from participants for conversation improvement
18
Approval: Participant Feedback
19
Review and revise conversation template as needed
Identify purpose and objectives of the development conversation
This task is to identify the purpose and objectives of the development conversation. It sets the foundation for the conversation and helps in determining the desired outcomes. Consider the goals you want to achieve and the key areas you want to focus on. What challenges might arise and how can they be addressed? Use this task to gather all the necessary information.
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Lack of clarity
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Resistance to change
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Limited resources
4
Communication barriers
5
Other
Select conversation structure
This task is to select the conversation structure. Consider the various conversation structures available and choose the one that best suits the purpose and objectives of the development conversation. Think about whether a one-on-one conversation, group discussion, or a combination of both would be most effective. Also, consider any specific techniques or frameworks that might be useful.
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One-on-one conversation
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Group discussion
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Combination of both
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STAR method
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GROW model
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360-degree feedback
4
Other
Prepare key talking points
This task is to prepare key talking points for the development conversation. Think about the main topics or areas that need to be discussed to achieve the desired objectives. Consider any specific questions or prompts that can help guide the conversation and elicit valuable insights. Use this task to gather all the necessary information.
Establish goals or outcomes for the conversation
This task is to establish goals or outcomes for the development conversation. Consider what specific results or achievements you want to see as a result of the conversation. Set SMART (specific, measurable, achievable, relevant, time-bound) goals to ensure clarity and focus. Use this task to gather all the necessary information.
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Identify areas for improvement
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Set development objectives
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Agree on action plan
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Address performance issues
5
Other
Select time and location for the conversation
This task is to select the time and location for the development conversation. Consider the availability of all participants and choose a time that works best for everyone. Also, select a suitable location that provides privacy and minimizes distractions. Use this task to gather all the necessary information.
Invite participants
This task is to invite participants to the development conversation. Consider who needs to be involved in the conversation based on their role and relevance to the objectives. Use this task to gather all the necessary information.
Prepare conversation materials
This task is to prepare conversation materials for the development conversation. Consider any relevant documents, reports, or presentations that need to be prepared or shared with the participants. Use this task to gather all the necessary information.
Review company policies related to development conversations
This task is to review company policies related to development conversations. Familiarize yourself with any relevant policies, guidelines, or procedures that need to be followed during the conversation. Use this task to gather all the necessary information.
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Performance management policy
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Training and development policy
3
Employee feedback policy
4
Other
Approval: Review participant profiles
Will be submitted for approval:
Identify purpose and objectives of the development conversation
Will be submitted
Select conversation structure
Will be submitted
Prepare key talking points
Will be submitted
Establish goals or outcomes for the conversation
Will be submitted
Select time and location for the conversation
Will be submitted
Invite participants
Will be submitted
Prepare conversation materials
Will be submitted
Review company policies related to development conversations
Will be submitted
Conduct pre-conversation briefing with participants if needed
This task is to conduct a pre-conversation briefing with the participants if needed. Consider whether it would be beneficial to have a separate session to provide context, set expectations, and address any concerns or questions before the actual conversation. Use this task to gather all the necessary information.
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Yes
2
No
Facilitate the development conversation
This task is to facilitate the development conversation. Consider the role of a facilitator, who guides the conversation, ensures active participation, encourages open communication, and manages any conflicts or challenges that may arise. Use this task to gather all the necessary information.
Document key points and decisions from the conversation
This task is to document key points and decisions from the development conversation. Consider the importance of capturing the main ideas, agreements, and actions discussed during the conversation. Use this task to gather all the necessary information.
Approval: Meeting Notes
Will be submitted for approval:
Facilitate the development conversation
Will be submitted
Document key points and decisions from the conversation
Will be submitted
Define next steps and action items
This task is to define next steps and action items resulting from the development conversation. Consider what specific actions or tasks need to be taken to implement the agreed-upon decisions or recommendations. Use this task to gather all the necessary information.
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Assign new responsibilities
2
Provide training or resources
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Set follow-up meeting
4
Update performance goals
5
Other
Distribute summary and action items to participants
This task is to distribute a summary and action items to the participants. Consider how the information should be shared and in what format. Use this task to gather all the necessary information.
Summary and Action Items
Follow up on action items
This task is to follow up on the action items resulting from the development conversation. Consider how progress will be tracked, what deadlines or milestones exist, and how accountability will be ensured. Use this task to gather all the necessary information.
Gather feedback from participants for conversation improvement
This task is to gather feedback from the participants for conversation improvement. Consider how feedback will be collected, through surveys, interviews, or other means, and what specific areas of improvement will be targeted. Use this task to gather all the necessary information.
Approval: Participant Feedback
Will be submitted for approval:
Follow up on action items
Will be submitted
Gather feedback from participants for conversation improvement
Will be submitted
Review and revise conversation template as needed
This task is to review and revise the conversation template as needed. Consider any lessons learned from the development conversation and feedback received. Use this task to gather all the necessary information.