This guide is intended to provide a framework for managers and employees to have meaningful, in person conversations. Manager and direct report should establish an agreed upon process and interval for using this form - recommendation is monthly with a minimum of quarterly. Please ensure employee goals have been agreed upon before using this guide. Download a printable version of the Meaningful Conversations Guide.

Introduction

• Employee name
• Last conversation date
• Current conversation date
• What went well since we last met?

Goals

• Discuss progress on your goals. What accomplishments have energized you? What successes have you had. What strengths have you put to use?
• What support or adjustments do you need to achieve your goals? Have you experienced any barriers?

Development

• What aspect of your professional development would you like to focus on in this meeting? How will this assist you in a current project, your role, or a future career goal?
• What support do you need from me or others in order to achieve any development in this focus?
• What do you like most about your job? What would you like to do more (less) of?
• How are aspects of diversity, equity, and inclusion incorporated in your daily work?
• How can I support you?

Summary, Key Points and Next Steps

• Date for next conversation (to be completed by manager/supervisor)
• I will support you by (to be completed by employee)
• I will accomplish the following

Need help? Please reach out to your point of contact or email [email protected].