Feedback conversation planner
Prepare specific, fair feedback before a conversation.
Open on a laptop or print a clean copy for your notes.
Feedback conversation planner
Focus on a real observation and its impact. Give the other person room to offer context, and involve appropriate HR support for formal or sensitive matters.
Name or project: ____________________________________ Date: __________________
What I observed
Describe the behaviour, date or example without labels about personality.
Why it mattered
State the real effect on work, people or customers without exaggeration.
What I need to understand
Write two open questions to hear the other perspective.
Possible next step
What practical behaviour or process could change?
Follow-up plan
How will we know the new approach is working?
How to use this worksheet well
Keep answers specific and manageable. Use the questions as prompts, not a form that must be filled perfectly. Where other people are involved, invite their perspective and agree any actions together.
For example: Instead of “you never communicate”, write “the hand-off changed on Tuesday and the receiving team did not know until Wednesday”.
For the full method, read the related guide. These worksheets are general educational resources, not legal or formal HR documents.