Interaction Guidelines for Facilitating Improvement 3 DEVELOP 2

Interaction Guidelines for Facilitating Improvement 3. DEVELOP 2. CLARIFY 1. OPEN 4. AGREE 5. CLOSE 1. OPEN by identifying the improvement opportunity. • State purpose and importance of discussion • Identify impact of situation (on person, team, organization) 2. CLARIFY details about the performance/work habit situation. • Focus on situation and needed outcomes • Share specific examples • Uncover causes, concerns, rationale 3. DEVELOP ideas for improvement. • Seek and discuss ideas • Explore needed resources/support 4. AGREE on specific action plan and self-monitoring method. • Specify actions to take, including contingency plans if appropriate • Confirm needed resources/support • Confirm how and when to track progress 5. CLOSE by summarizing and confirming positive expectations. • Highlight important features of discussion • State belief in positive outcomes “Facilitating Improved Performance, ” Development Dimensions International, Inc. , Pittsburgh, PA UNM Employee & Organizational Development 272 -7740

Interaction Guidelines for Follow Up Discussions 3. DEVELOP* 2. CLARIFY 1. OPEN 4. AGREE* 5. CLOSE 1. OPEN by reviewing progress to date. • State purpose and importance of discussion • Review previous agreements and status of improvement 2. CLARIFY factors leading to current status. • Explore causes, concerns and rationale • Identify consequences of continued behavior 3. DEVELOP ideas for improvement. * • Seek and discuss ideas • Explore needed resources/support 4. AGREE on specific action plan and self-monitoring method. * • Specify actions to take, including contingency plans if appropriate • Confirm needed resources/support • Confirm how and when to track progress 5. CLOSE by summarizing and restating expectations. • Highlight important features of discussion • State belief in positive outcomes *Use the DEVELOP and AGREE guidelines for follow-up discussions when the person needs to improve. “Following Up to Support Improvement, ” Development Dimensions International, Inc. , Pittsburgh, PA UNM Employee & Organizational Development 272 -7740