Get Documentation Template for Difficult Conversations

ing to Douglas Stone in his book Difficult Conversations: How To Discuss What Matters Most, difficult conversations are actually three different conversations in one: A “What Happened?” conversation, A “Feelings” conversation, and. An “Identity” conversation.

Suggested steps for making a formal recording of meetings with employees Step 1: Write everything down that is discussed at the meeting. ... Step 2: Ask others who were present to sign the record if they agree with the contents. ... Step 3: Provide a copy to the employee.

Regardless of how the conversation is documented, it is important to include the following information: the date and approximate time when the conversation occurred; exactly who was present and participated in the discussion; a clear summary of the key issues discussed; any responses given by the employee; and any ...

Dear (Employee Name), This email is to document our conversation today, regarding (describe the performance/ behavior issue). During the meeting we spoke about __________. During our discussion you brought up that the reason for the issue was because _____________.

How To Document Verbal Conversations. Create a written document, memorandum or email for every important conversation, verbal warning or counseling session. Include who was present for the conversation, a summary of the key issues that were discussed and the responses given by the employee.

How to document employee performance issues Stick to the facts and underline expectations. Emphasize behavior. Align records of past performance. Describe proof of misconduct. Identify and present consequences. Meet in person and get a signature.

How To Document Verbal Conversations. Create a written document, memorandum or email for every important conversation, verbal warning or counseling session. Include who was present for the conversation, a summary of the key issues that were discussed and the responses given by the employee.

6 steps to help you tackle difficult conversations Listen up. ... Be clear about how you feel and what you want. ... Look at the issue from their perspective. ... If things aren't going to plan, take a break. ... Agree to disagree. ... Look after yourself.