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Prepare for a difficult conversation with a team member

A calm plan for a tricky one-to-one, with an opening line, key points, likely reactions and how to agree next steps fairly.

HR & HiringBeginner15 minAI assistantNotes app
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When to use it

Before a performance or behaviour conversation

Step by step

  1. Write down the facts, not the person

    Note specific examples with dates, the impact on the team or customers, and what you want to change. Use a role instead of the person's name.

  2. Ask AI to help you plan

    Paste this prompt into your AI assistant.

    Prompt to copyHelp me prepare for a one-to-one with a [role] about [issue]. Facts: [dated examples and impact]. What I want to happen: [outcome]. Anything I know about their situation: [context, without health details]. Give me: 1) a calm opening of 2 sentences that explains why we're meeting, 2) the 3 key points in plain language, 3) 3 open questions to understand their side, 4) likely reactions (upset, defensive, quiet) and how to respond to each, 5) how to agree clear next steps and a review date, 6) a short summary note I can send afterwards. Supportive but direct, British English. Remind me where I should get HR or legal advice.
  3. Check your process

    If the issue could lead to formal action, follow your written disciplinary or performance process and speak to an HR adviser first.

  4. Have the conversation and note it

    Keep your plan in your notes app, have the conversation in private, listen properly, and send the agreed summary afterwards.

What you get

Opening: 'Thanks for making time. I want to talk about the late starts over the last few weeks and how we can sort it together.' Question: 'Is anything making mornings harder at the moment?' If upset: pause, acknowledge, offer to continue tomorrow. Next step: agree start time, review in 2 weeks.

Tips

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