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Step-by-Step Guide for Evaluation Conversations

As a leader, you need to conduct many Evaluation Conversations and need a standardized approach - that's what our guides and our guide generator are for. Optimize your preparation and conduct structured, goal-oriented conversations.

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Structured Conversation Management:
The Evaluation Conversations Phases

This guide shows you the proven phases for successful Evaluation Conversations. Each phase is equipped with practical tips, example sentences and concrete recommendations for action.

Gesprächsleitfaden

Strukturierte Gesprächsführung

für Evaluation Conversations
Professionelle Methode

Phase 1: Welcome and Framework

Duration: 5-10 minutes

Start the conversation with a friendly greeting. Briefly explain the purpose and structure of the evaluation discussion to create an open atmosphere. Emphasize that this is a dialogue and that you are interested in their feedback.

Practical Tips:

  • Ensure a relaxed atmosphere. Clarify that you will take the time for the conversation and that all topics can be discussed in detail.

Phase 2: Reflection and Self-Assessment

Duration: 15-20 minutes

Allow yourself the space to reflect on your own achievements and developments over the past period. Consider your successes, challenges, and areas for learning. Practice active listening and ask clarifying questions.

Practical Tips:

  • Give yourself enough time for your self-assessment. Avoid jumping to conclusions too quickly. Ask open-ended questions such as, "How would you describe your performance over the past few months?" or "Which projects did you particularly enjoy and why?"

Phase 3: Feedback and Exchange

Duration: 15-20 minutes

Provide your constructive feedback on your performance and behavior. Make sure to mention specific examples and address both strengths and areas for development. Allow yourself the opportunity to respond to the feedback and present your perspective.

Practical Tips:

  • Formulate your feedback in an "I" focused and solution-oriented manner. For example: 'I observed that you performed very well in Project X, especially in Y.' Avoid generalizations. Ask for their perspective: 'How do you see it?'

Phase 4: Goals and Development Perspectives

Duration: 10-15 minutes

Collaboratively develop concrete and measurable goals for the upcoming period. Discuss what support you need to achieve these goals and what development opportunities are available for you. Focus on future-oriented planning.

Practical Tips:

  • Set SMART goals (Specific, Measurable, Attractive, Relevant, Time-bound). Inquire about your wishes and ideas for your professional development. Together, consider which training or projects could advance your career.

Phase 5: Summary and Conclusion

Duration: 5-10 minutes

Summarize the key points of the discussion, particularly the agreed-upon goals and actions. Clarify any outstanding questions and express gratitude for the open conversation. If necessary, schedule a follow-up meeting.

Practical Tips:

  • Ensure that all important points are documented in writing. Ask if there are any further questions or comments. Reinforce your appreciation for the work being done.

With this guide, you are optimally prepared to successfully conduct Evaluation Conversations. Use the practical tips and example formulations for your specific situation.

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