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Checklists for Personal Development Conversation

Create personalized checklists for Employee Development Conversations and prepare optimally for your conversations.

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Standard Employee Development Conversation

This checklist provides a universal structure for employee development conversations, supporting leaders in fostering employee professional growth and recognizing potential. It is applicable for most regular development discussions.

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11. Preparation

Gather specific examples of successes, challenges, and learning areas.
Consider internal projects, training, and mentoring options.
Send an invitation with topics, allowing the employee to prepare.
Choose a neutral location without distractions.

22. Conversation Start and Framework

Start with appreciation for the employee's past work.
Explain that it is about shaping the future together.
Actively ask about their perception of development and wishes.

33. Main Part: Analysis and Planning

Provide specific, positive feedback.
Focus on improvement potentials, not deficiencies.
Understand personal ambitions and how they align with the company strategy.
Define specific, measurable, achievable, relevant, and time-bound goals.
What assistance (budgets, time, mentors) is necessary and available?

44. Conclusion and Follow-Up

Recap the main points and next steps.
Plan a follow-up to check progress.
Create a protocol or development plan that both sides receive.
Emphasize your role as a supporter and contact person.

Development of High Potential

This conversation focuses on the targeted development of a high potential employee. The goal is to unlock the full potential of the employee and prepare them for future key positions. The checklist assists in creating a challenging and motivating development plan.

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11. Preparation

Identify specific projects that have particularly highlighted the employee.
What roles could be relevant for this person in 1-3 years?
Where does the employee still need to grow to fill these roles?

22. Conducting the Conversation

Allow the employee to articulate their vision for the future.
Discuss projects that go beyond the current role.
Who can support the employee on their way up?

33. Development Measures

Provide opportunities to learn about different areas and take on responsibilities.
What specific training is necessary for the targeted roles?
Plan for close support and feedback loops.

44. Agreement and Follow-up

Define milestones and deadlines for the measures.
What level of initiative and engagement is expected?
Provide a clear vision for the future career within the company.

Development for Performance Issues

This conversation aims to get an employee with performance issues back on track through targeted development. It is not about sanctions, but rather about support and clarification of expectations. The checklist helps to approach the situation constructively and solution-oriented.

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11. Preparation

Collect fact-based observations and data, not assumptions.
Is it due to lack of skills, motivation, or working conditions?
What exactly needs to be achieved by the employee in the future?

22. Conducting the Conversation

Describe the observations and ask for the employee's assessment.
Show the consequences of the current behavior.
Convey that you are interested in a positive change.

33. Action Planning

Consider training, coaching, clearer instructions, additional onboarding.
When should which progress be visible?
Ensure that you closely monitor the progress.

44. Conclusion and Consequences

Make clear what steps might follow if goals are not met.
Close the conversation positively and motivating.
A written plan serves as a basis for further steps.

Development for Career Changers

This employee development conversation is specifically designed for career changers. It aims to leverage their unique experiences while addressing knowledge gaps and integrating them quickly into their new role and company culture.

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11. Preparation

What are the strengths from their previous field?
What technical or methodological knowledge is still lacking?
Is the plan still current and tailored to the needs of the career changer?

22. Conversation Management

Are there any misunderstandings or open questions regarding the role or culture?
What hurdles has the career changer encountered so far?
Positive feedback for integration and willingness to learn.

33. Tailored Development

What internal courses or workshops are necessary?
Assign an experienced colleague to assist with questions.
Encourage participation in team events and internal company groups.
Assign tasks that challenge both known and new skills.

44. Conclusion and Integration

Plan short, regular conversations to discuss progress.
Emphasize the added value of the new perspective and experiences.
Encourage questions and feedback.

Development for Role Change

This conversation is crucial when an employee changes roles within the company. It aims to ensure a smooth transition, clarify new expectations, and support the necessary adjustments in skills and responsibilities. The checklist facilitates a structured transition process.

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11. Preparation

What new tasks, responsibilities, and competencies are required?
Where can the employee seamlessly connect?
What gaps need to be closed to succeed?
Who can support the employee in the new area?

22. Conducting the Conversation

Understand the personal goals behind the transition.
Are there realistic expectations of the new work environment?
Prepare the employee for possible difficulties.

33. Transition and Development Planning

What training, handovers, and projects are planned for the first weeks/months?
What external or internal measures are necessary?
When is the employee expected to be fully operational?
How will it be ensured that the old position is handed over seamlessly?

44. Support and Integration

Provide close support and assistance.
How will success in the new position be measured?
Support the building of new relationships within the team.

Why You Should Use Our Checklist Generators

Structured preparation leads to more productive conversations and better results for you and your employees.

Don't Forget Anything

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Time Saving

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Personalized Checklists

Every checklist is specifically tailored to your context, your experience and your concrete conversation goals.

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Checklist Generator für Employee Development Conversations

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Checklist Generator für Personal Development Conversation

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