- Fill steps 1 to 3 before the conversation. Leave 4 and 5 open: they are found together, in the room.
- Open with something specific and true about what is working, not a generic softener.
- Anchor the problem in one or two concrete examples, not a general impression.
- Ask about the source rather than assume it, and shape the fix with them.
- Set the follow-up date before you leave the room.
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What is working
Specific and true, about their performance.
The problem, with examples
Named plainly, then one or two concrete moments.
Who is affected, and how
The consequences, beyond you and them.
The source
Their answer to: why is this happening?
The solution, agreed together
What changes, and who does what.
Follow-up
The date we check back in, and what we will look at.