Martis Legacy Holdings, Inc.
Cadre · Free tool · Nothing to sign up for

The Conversation Planner

Difficult conversations fail in the first ninety seconds, and they fail the same way: the manager opens with the problem instead of the purpose. Ten minutes of preparation changes that. Fill in these five boxes before you walk in.

The five boxes

Free to use and to share, including inside your own organization and with your own clients. Nothing to download, no email address required.

One

What is this conversation actually for?

One sentence, and not "to tell them about X." What do you want to be different afterwards?

Two

What have I assumed they already know?

Almost every hard conversation contains one expectation that was never said out loud. Name yours before they do.

Three

My opening line

Write it word for word. If you cannot write it, you are not ready to say it.

Four

The question I will ask, and then stop talking

Something like: "What am I missing?" or "What is on your side of this that I have not seen?" Then be quiet — this is the part people skip and it is the only part that changes anything.

Five

What we will agree before either of us leaves

A next step and a date. A conversation without one is a mood, not a decision.

The reason box four is on here

When you ask "what am I missing?" there is a silence. It usually runs about four seconds and it feels like forty. Most managers fill it — they add a clarification, soften the point, or answer their own question. Every one of those ends the conversation before the other person has said anything true.

Ask the question. Then count to ten in your head before you say another word.

Almost every useful thing you will hear in a management conversation arrives in that gap.

A diagnostic worth keeping

When someone on your team is not delivering what you expected, it is almost always one of four things — and knowing which one changes what you do next.

Ask yourselfIf the answer is no
Do they know what good looks like?It is a clarity problem. Write the standard down before you have another conversation about it.
Do we have a regular rhythm, or only emergencies?It is a cadence problem. The conversation is not the fix; the recurring slot is.
Have I said the hard thing early enough?It is a candour problem. The longer you wait, the bigger the conversation gets.
Am I building their capability, or spending it?It is a capacity problem. You may be the bottleneck rather than them.
If you have corrected the same thing more than twice, it is not a performance problem. It is a standard that was never stated.

Write it down first. Then have the conversation.

Where this came from

This planner is one page out of Cadre, a manager development program licensed to HR consultants, fractional HR firms and business coaches who deliver it to their own clients under their own brand. If you are a manager who just needed the planner — take it, it is yours, and there is nothing to sign up for.