© Copyright Envision Corporation. 2002. All rights reserved.

Protected by the copyright laws of the United States & Canada and by International treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

CHECKLIST
©

C GIVING JOB PERFORMANCE FEEDBACK

o
p
y
r
i  Step 1. Get to the point
g
h  The purpose for this meeting is...
t  I asked you here to discuss....
 I want to spend some time discussing how you...
E
n
v  Step 2. State why you are having this conversation
i
s  I have a concern about...
i  A problem has occurred in...
o
n
 Step 3. Describe what you know
C
o  I saw...
r
 When I was told, I looked into the issue by...
p
o
r
a  Step 4. Describe the consequences of the continued behavior
t
i  If this continues, then ...
o  In looking at this situation as a customer would, it appears...
n
.
 Step 5. Describe how you feel about what you know
2
0  I am very concerned about...
0  I do not think it is right that...
2  I am upset that errors in the function keep occurring...
.

A  Step 6. Encourage the other party to give their side of the story
l
l  Now, that's what I know but what is your view...
 Is that the way you saw it...
r  OK, now what is your reaction?
i
g
h
t
s
 Step 7. Ask as many questions as you need to understand the situation from the
r
other
e
person's perspective.
s
e
© Copyright Envision Corporation. 2002. All rights reserved. Protected by the copyright laws of the United States & Canada and by International treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

 Well, how do you know that...

 And then what happened?
 If you did that, then why did...

 Step 8. Decide what specific actions must be done, when and communicate that to
the other party

 I believe you must...

 In the next meeting, as Point 4 in the agenda, you will...

 Step 9. Summarize the conversation

 Let’s recap, you will... and I will...

 Step 10. Follow up

 I will contact you next...