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AI Role-Play for Leaders

Mastering Performance Conversations

Addressing performance without demotivating? Learn to conduct performance conversations that turn problems into solutions through AI role-playing. Intelligent AI characters respond realistically to your feedback, ranging from defensive to receptive employees.

Realistic AI Characters
Train with real scenarios from your daily work
Structured Checklists
Preparation with professional conversation guides
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Have a Performance Conversation with Dr. Susanne Berg

Dr. Susanne Berg

Start the Performance Conversation with Dr. Susanne Berg

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Performance Review Guide & Preparation
Performance Conversations Guide

The 5 Phases for
successful
Performance Conversations

Follow this proven 5-phase structure for professional and successful Performance Conversations.

Phase 1: Structured Introduction

Recommended Duration: 5-10 minutes

1/5

About this Phase

Begin the conversation with a clear and respectful introduction. Ensure that the employee feels comfortable and is ready to discuss their performance.

Practical Tips

Create a pleasant conversational atmosphere by speaking in a quiet space.

Phase 2: Performance Review & Evaluation

Recommended Duration: 20-25 minutes

2/5

About this Phase

Engage in a reflective discussion about past performance together. Focus on the objectives that were achieved and the results that were obtained in order to establish an objective foundation for the conversation. This review should encompass a comprehensive analysis of all relevant achievements and challenges faced during the review period. It is essential to create a constructive environment where both parties can openly discuss strengths and areas for improvement. Ensure that you highlight specific accomplishments and provide context to the results in relation to the goals set at the beginning of the evaluation period. This will help in creating a clearer picture of the employee's contributions and areas where they excelled or may need additional support.

Practical Tips

Utilize concrete examples and data to substantiate the performance claims made during the review. This can include metrics, project outcomes, and feedback from peers or clients that illustrate the employee's impact on the organization. • Encourage the employee to share their own perspective on their performance and experiences. This dialogue is crucial as it fosters a sense of ownership and accountability, allowing the employee to reflect on their contributions and engage in self-assessment. • Be transparent in your evaluation process, explaining the criteria you applied during the assessment. This may involve discussing specific performance indicators, key performance metrics, or established benchmarks within the organization. Providing clarity on how you arrived at your conclusions will help build trust and understanding in the process.

Phase 3: Strengths-Weaknesses Analysis

Recommended Duration: 15-20 minutes

3/5

About this Phase

Analyze the strengths and weaknesses of the employee. Discuss which skills are particularly well-developed and where there are opportunities for growth.

Practical Tips

Focus on specific examples to illustrate the strengths.

Phase 4: Goal Setting & Development

Recommended Duration: 15-20 minutes

4/5

About this Phase

Collaborate to establish new goals and discuss development opportunities. Ensure that the goals are formulated in a SMART manner and that they motivate the employee.

Practical Tips

Formulate the goals to be specific, measurable, achievable, relevant, and time-bound.

Phase 5: Documentation & Outlook

Recommended Duration: 5-10 minutes

5/5

About this Phase

Summarize the outcomes of the discussion and document the agreed-upon objectives. Discuss the next steps to be taken and how progress will be monitored. This phase is crucial for ensuring that both parties have a clear understanding of what was discussed and what is expected moving forward. It is important to create a comprehensive written summary that captures all key points, including any specific targets that were set and the timeline for achieving them. Additionally, clarify how the success of these objectives will be measured, and establish a system for tracking progress over time. This will help in maintaining accountability and ensuring that any potential issues are addressed promptly.

Practical Tips

Create a detailed written summary of the conversation and the agreed-upon goals. This document should include not only the objectives but also any relevant context or background information that may be helpful in understanding the goals.

Alle 5 Phasen für Performance Review im Detail:

Phase 1: Structured Introduction

Begin the conversation with a clear and respectful introduction. Ensure that the employee feels comfortable and is ready to discuss their performance.

Tipps für Phase 1:

Create a pleasant conversational atmosphere by speaking in a quiet space.

Phase 2: Performance Review & Evaluation

Engage in a reflective discussion about past performance together. Focus on the objectives that were achieved and the results that were obtained in order to establish an objective foundation for the conversation. This review should encompass a comprehensive analysis of all relevant achievements and challenges faced during the review period. It is essential to create a constructive environment where both parties can openly discuss strengths and areas for improvement. Ensure that you highlight specific accomplishments and provide context to the results in relation to the goals set at the beginning of the evaluation period. This will help in creating a clearer picture of the employee's contributions and areas where they excelled or may need additional support.

Tipps für Phase 2:

Utilize concrete examples and data to substantiate the performance claims made during the review. This can include metrics, project outcomes, and feedback from peers or clients that illustrate the employee's impact on the organization. • Encourage the employee to share their own perspective on their performance and experiences. This dialogue is crucial as it fosters a sense of ownership and accountability, allowing the employee to reflect on their contributions and engage in self-assessment. • Be transparent in your evaluation process, explaining the criteria you applied during the assessment. This may involve discussing specific performance indicators, key performance metrics, or established benchmarks within the organization. Providing clarity on how you arrived at your conclusions will help build trust and understanding in the process.

Phase 3: Strengths-Weaknesses Analysis

Analyze the strengths and weaknesses of the employee. Discuss which skills are particularly well-developed and where there are opportunities for growth.

Tipps für Phase 3:

Focus on specific examples to illustrate the strengths.

Phase 4: Goal Setting & Development

Collaborate to establish new goals and discuss development opportunities. Ensure that the goals are formulated in a SMART manner and that they motivate the employee.

Tipps für Phase 4:

Formulate the goals to be specific, measurable, achievable, relevant, and time-bound.

Phase 5: Documentation & Outlook

Summarize the outcomes of the discussion and document the agreed-upon objectives. Discuss the next steps to be taken and how progress will be monitored. This phase is crucial for ensuring that both parties have a clear understanding of what was discussed and what is expected moving forward. It is important to create a comprehensive written summary that captures all key points, including any specific targets that were set and the timeline for achieving them. Additionally, clarify how the success of these objectives will be measured, and establish a system for tracking progress over time. This will help in maintaining accountability and ensuring that any potential issues are addressed promptly.

Tipps für Phase 5:

Create a detailed written summary of the conversation and the agreed-upon goals. This document should include not only the objectives but also any relevant context or background information that may be helpful in understanding the goals.

The Challenges in
Performance Conversationsn

As a leader, conducting Performance Conversations is one of the most demanding tasks. You should know these typical pitfalls to successfully master Performance Conversations.

Manager Avatar 1
You Overload the Conversation with Criticism
You gather all the negative points from the year and present them all at once. "You were often late, your presentations were poor, and teamwork is lacking." The employee mentally disengages and is unable to process anything constructively. Better: "Let's talk about your punctuality—how do you see it yourself?"
Manager Avatar 2
You Only Discuss Weaknesses
You focus exclusively on areas for improvement and overlook strengths. "We need to work on your communication, and your expertise also has room for growth." This can be demotivating and conveys a lack of appreciation. A better approach would be: "Your analytical skills are excellent – we can refine the presentation of these results even further."
Manager Avatar 3
You Use Vague Language and Interpretations
You tend to use ambiguous terms instead of providing concrete examples. For instance, saying "You can be difficult in the team" leaves the employee unsure of what is meant and unable to improve. A better approach would be: "In the project meeting on Tuesday, you dismissed Anna's proposal outright without asking for the reasons behind it."
Manager Avatar 4
You Ask Pro Forma Questions Without Genuine Interest
You inquire about opinions merely for form's sake but don't truly listen. Phrases like "What do you think?" are followed by interruptions within three seconds with your own assessment. This signals disinterest and hinders honest exchange. A better approach is to ask follow-up questions and tolerate silence until a complete response is given.
Manager Avatar 5
You Confuse Evaluation with Goal Setting
You oscillate between reviewing the past and planning for the future. "Last year was okay, but you need to improve next year, although the presentation in March was already good." This confuses and makes the conversation unstructured. It's better to first complete the review and then define specific goals for the future.
Simple 3-Step Process

MasterPerformance Conversationswith Careertrainer.ai

From scenario selection to detailed feedback – Careertrainer makes Performance Review training simple, effective, and measurable.

1
Select Performance Review Scenario

Select Scenario

Choose the appropriate scenario from various Performance Conversations or create your own individual training scenario.

2
Conduct Performance Review with AI

Conduct Conversation with AI Employee

Conduct a realistic Performance Review with our AI. Train different situations and conversation flows in a safe environment.

3
Feedback on Performance Review

Receive Feedback

Receive detailed, constructive feedback on your Performance Review and concrete improvement suggestions for practice.

Leadership Development 2.0

From Theory to PracticeWith AI Role-Plays

Seminars impart knowledge—AI role-plays make it practical. Train continuously, see measurable progress, improve sustainably.

Seminars & Workshops

Knowledge Transfer

Imparting Leadership Knowledge

Seminars create awareness and effectively convey theoretical foundations

One-time Events

Back to daily routine after the seminar—little is retained without continuous practice

Complex Coordination

Bringing all managers together for one day requires months of planning

No Practical Application

Theory is taught, but real conversation situations cannot be practiced

No Success Measurement

Certificates of participation instead of measurable progress: Can managers really apply it?

AI Role-Plays

Practical Application

Training Real Conversation Scenarios

Practice critical conversations with hyper-realistic AI characters—from feedback talks to conflict resolution

Continuous Training

Regular practice in the daily work routine instead of one-time events. Knowledge is reinforced through repetition

Available 24/7

Every manager trains when it suits them—in 15-minute sessions between meetings

Infinitely Scalable

From 1 to 1000 managers without additional trainers or coordination effort

Analytics Dashboard for HR

Real-time insights: track learning progress, identify skill gaps, measure training effectiveness

Why Companies Bet on AI Role-Plays

Scalable

From 1 to 1000 managers without additional trainers or coordination effort

Measurable

Team analytics show learning progress, skill gaps, and training effectiveness in real time

Individual

Each manager trains exactly the scenarios relevant to their role

Customizable

Custom scenarios, upload your company policies, integrate with your HR systems

Checklists for Performance Conversations

Our checklists for successful Performance Conversations

With a clear checklist, you prepare optimally for your Performance Review and avoid typical mistakes.

Standard Checklist

Preparation

  • Analyze performance data and goal achievement.ImportantGather relevant data (KPIs, project status, feedback from colleagues/customers) and compare it with the agreed-upon goals.
  • Define conversation objectives.ImportantWhat should be achieved by the end of the conversation? (e.g., goal agreement, development plan, recognition).
  • Establish structure and agenda.Plan a coherent flow for the conversation, including a time frame for each point. Share the agenda with the employee in advance.

Execution

  • Create a positive conversation climate.ImportantStart with a positive opening and foster an open, trusting atmosphere.
  • Gather employee perspective.ImportantBegin by allowing the employee to present their view on performance and goal achievement.
  • Provide specific feedback.ImportantAddress positive and critical points with concrete examples. Focus on behavior, not the person.
  • Agree on goals and development measures.ImportantJointly establish SMART goals for the next period and specific development measures.

Discover all checklist examples and create your individual checklist with our generator on the detail page.

View all checklists for Performance Conversations
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