Checklist for Leaders in Important Conversations
Practical Advice Before, During, and After Conducting Important Conversations
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Before the Conversation
Gain a clear understanding of the situation and assess relevant factors.
Reflect on potential challenges and the need for adjustments.
Familiarize yourself with the principles of proper case handling:
Investigation – Speak with relevant individuals.
Right to be heard – All parties must be given the opportunity to express their views.
Documentation – Everything must be recorded in writing.
Impartiality – Assess your own role and objectivity.
Confidentiality – Share information only with those who need to know.
Personal Preparation
Take a moment to collect yourself before the meeting.
Prepare a clear plan of what you want to address.
Framing the Conversation
Set aside sufficient time and choose a quiet location.
Clearly explain the purpose, topics, and expected duration.
Offer the option for a support person to be present.
Clarify that breaks and follow-ups are possible.
During the Conversation
Opening – Be clear, listen actively, and show understanding.
Offering Support – Be empathetic, but not a therapist. Provide sincere praise.
Facilitation – Explore possible solutions and involve support systems.
Summary – Repeat agreements and outline the next steps.
After the Conversation
Follow up regularly and adjust measures as needed.
Remember:
Active listening and respect for privacy are essential.
Early and open dialogue helps prevent larger issues.
