Meeting template

Performance / Feedback Conversation

Structure a clear, honest feedback conversation with specific examples, impact statements, improvement plans, and agreed next check-ins.

Live

Session

Performance / Feedback Conversation

Help the manager give clear feedback with examples, explain impact, set expectations, offer support, and define accountability.

1Feedback framing0:00–0:08
2Example review0:08–0:20
3Impact discussion0:20–0:32
4Expectation setting0:32–0:42
5Support planning0:42–0:52

Facilitator guide

Set the context, then invite each participant to share their top priority before opening discussion.

Step 2 of 4 · 18 min left

Decisions & next steps

Confirm priorities
At a glance
Duration
60 minutes
Participants
2 people
Format
In-Person
Facilitation style
Direct
Tone
Professional

Overview

Help the manager give clear feedback with examples, explain impact, set expectations, offer support, and define accountability.

Expected outcome: Feedback summary, improvement plan, support actions, expectations, owner commitments, and next check-in date..

When to use it

  • A scheduled performance conversation
  • Alignment after a difficult period
  • A clear improvement focus

Who should attend

A manager and the employee.

Preparation checklist

  • Collect specific, recent examples
  • Review relevant company policies
  • Agree the goal is improvement, not blame

Example agenda outline

  1. 0:00–0:08

    Feedback framing

    State the goal of the conversation.

  2. 0:08–0:20

    Example review

    Share specific examples.

  3. 0:20–0:32

    Impact discussion

    Explain the impact and listen.

  4. 0:32–0:42

    Expectation setting

    Clarify what good looks like.

  5. 0:42–0:52

    Support planning

    Agree support and resources.

  6. 0:52–1:00

    Check-in scheduling

    Set the next check-in date.

Facilitation tips

  • Use specific examples, not generalities
  • Lead with the goal of improvement
  • Listen to the response before planning support

Common risks

  • Vague feedback without examples
  • No agreed improvement plan
  • No follow-up check-in

Use with care

This is a sensitive session type. Review outputs according to your organization’s policies and applicable laws before use.

Expected outcome

A feedback summary, improvement plan, support actions, expectations, owner commitments and a next check-in.

Use the Performance / Feedback Conversation structure for your next session

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