Conversation Planner

Rows	Employee Response / Notes
Explain Your Goal: Sample: I have something I would like your help with. Could we discuss this now?
Share Your Intent: Sample: I would like to share my perspective and then get yours. If I am accurate, I would like to discuss how to improve or move forward. If I am not accurate, I need to know that, too.
Share Your Reality: Sample: This is what is showing up for me.
Ask for Their Reality: Sample: How does it show up for you?
Demonstrate Understanding: Sample: What I hear you saying is . Have I understood you correctly?
Claim Common Ground: Sample: So, we agree that Is that correct?
Ask for Buy-In: Sample: I would like for us to work together to . Will you work with me on this?
Describe Choices: Sample: If you are not willing to work together, these are the options/next steps.
Define Next Steps: Sample: Our next steps are Note the date and time. Follow GROW if applicable.

Explain Your Goal: Sample: I have something I would like your help with.Could we discuss this now?
Share Your Intent: Sample: I would like to share my perspective and then get yours. If I am accurate, I would like to discuss how to improve or move forward. If I am not accurate, I need to know that, too.
Share Your Reality: Sample: This is what is showing up for
Ask for Their Reality: Sample: How does it show up for you?
Demonstrate Understanding: Sample: What I hear you saying is . Have I understood you correctly?
Claim Common Ground: Sample: So, we agree that Is that correct?
Ask for Buy-In: Sample: I would like for us to work together to . Will you work with me on this?
Describe Choices: Sample: If you are not willing to work together, these are the options/next steps.
Define Next Steps: Sample: Our next steps are Note the date and time. Follow GROW if applicable.
Addtional Thoughts or Notes:
Employee Name

First NameLast Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty: