Technique 5.12 Template for 5 Conversations

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(this is a replacement for the traditional performance appraisal forms)

1. The Climate Review Conversation

· How would you rate your current job satisfaction?

low

high

· Why did you give it this rating?

_____________________________________________________________________________________

· How would you rate morale in the department/section/team you are working in?

low

high

· Why did you give it this rating?

_____________________________________________________________________________________

· How would you rate communications within your team and outside your team morale?

low

high

· Why did you give it this rating?

_____________________________________________________________________________________

· Is there any else you would like to comment on regarding job satisfaction, morale or communication?

_____________________________________________________________________________________

2. The Strengths and Talents Conversation

· What are the tasks you enjoy doing most in your current job?

_____________________________________________________________________________________

· Why do you enjoy those sorts of tasks?

_____________________________________________________________________________________

· In your current role, how can we were work together to provide you with the opportunity to do more of this?

_____________________________________________________________________________________

3. The Opportunities for Growth Conversation

· What are the tasks you enjoy doing most in your current job?

_____________________________________________________________________________________

· Why do you enjoy those sorts of tasks?

_____________________________________________________________________________________

· In your current role, how can we work together to provide you with the opportunity to do more of this?

_____________________________________________________________________________________

4. The Opportunities for Growth Conversation

· You have no doubt had a chance to review your current role. If there is one area where you believe you have an opportunity for growth, what would it be?

_____________________________________________________________________________________

· Can you elaborate on this so that I understand what you mean?

_____________________________________________________________________________________

· What can we do to improve your performance?

_____________________________________________________________________________________

· Apart from that, what other area in your current role do you think is an opportunity for growth?

_____________________________________________________________________________________

· Can I suggest that another area you might consider is......

_____________________________________________________________________________________

· What's your opinion about this?

_____________________________________________________________________________________

· What are the (behavioural) symptoms of this self-perceived deficiency?

_____________________________________________________________________________________

5. The Learning and Development Conversation

· How do you rate your technical skills on a scale of one to 10 (10 being high and 1 low)?

low

high

· What technical areas do you think you have mastered?

_____________________________________________________________________________________

· What technical areas of your job could be improved?

_____________________________________________________________________________________

· Why do you say that? Can you give me an example?

_____________________________________________________________________________________

· Can you identify some areas for personal development or further exploration that you believe would help you become even more effective and efficient in your work?

_____________________________________________________________________________________

· Why do you say that?

_____________________________________________________________________________________

· Can you name an example?

_____________________________________________________________________________________

· What challenging problems or dilemmas have you had to deal with over the last few months?

_____________________________________________________________________________________

· What happened?

_____________________________________________________________________________________

· How did you approach the situation?

_____________________________________________________________________________________

· What did you learn from it?

_____________________________________________________________________________________

· How would you do things differently next time?

_____________________________________________________________________________________

· What additional knowledge, skills, or capacities would have helped you deal with the issue you raised?

_____________________________________________________________________________________

6. Innovation and Continuous Improvement Conversation

· Thinking about the job you do for us, what could you do to improve the quality of the product or services we provide?

_____________________________________________________________________________________

· How would you go about this?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

· Is there anything you can think of that would reduce the amount of time you spend processing your work and speed up implementation?

_____________________________________________________________________________________

· How would you go about this issue you have raised?

_____________________________________________________________________________________

· What support would you need?

_____________________________________________________________________________________

· What cost savings have you identified, if any?

_____________________________________________________________________________________

· How would you go about saving costs?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

· Is there any way that you could implement a system or process that would increase output without increasing your time on the job?

_____________________________________________________________________________________

· How would you go about this?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

· How could you improve our record on meeting customer deadlines? Any ideas?

_____________________________________________________________________________________

· How would you go about this?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

· How would you go about improving the cooperation between teams? Do you have any suggestions?

_____________________________________________________________________________________

· How would you go about this?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

· How about a systems and processes? How could they be improved from your perspective?

_____________________________________________________________________________________

· How would you go about this?

_____________________________________________________________________________________

· What support would you need from others?

_____________________________________________________________________________________

(source: Tim Baker, 2013)

Technique 5.12 Template for 5 Conversations

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