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Follow through on an agreed development action
Recall the actions from a shared check-in and prepare questions about progress.
See how it’s done.
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- Open Conversations
A useful check-in follows through on the last conversation. Open Conversations to recover the development action you agreed with your colleague.
- Return to your previous check-in
Choose the previous check-in you both took part in. Alex wanted to learn from a colleague’s customer review. Ask about this context to prepare the follow-up.
- Ask for the agreed development action
Ask for the agreed action and questions about progress. Submit the question with performance and personal traits left out of the interpretation.
- Carry the agreement into the next conversation
The agenda carries forward the shadowing action and a question about learning. It leaves Alex room to explain what happened. Open the source to check your agreement.
- Open the original check-in
The earlier check-in connects the customer review to Alex’s development. Read the transcript to see what you promised to return to.
- Check the follow-up you promised
Sarah agreed to discuss what Alex learned at their next check-in. This is the follow-up to keep. Return to your draft with that commitment in view.
- Make room to discuss what was learned
Ask whether Alex joined the review, what was useful and what to practise next. You can spend the check-in discussing the learning, with the earlier agreement already in front of you.
Read the walkthrough
Illustrative product walkthrough using example conversations.
- A useful check-in follows through on the last conversation. Open Conversations to recover the development action you agreed with your colleague.
- Choose the previous check-in you both took part in. Alex wanted to learn from a colleague’s customer review. Ask about this context to prepare the follow-up.
- Ask for the agreed action and questions about progress. Submit the question with performance and personal traits left out of the interpretation.
- The agenda carries forward the shadowing action and a question about learning. It leaves Alex room to explain what happened. Open the source to check your agreement.
- The earlier check-in connects the customer review to Alex’s development. Read the transcript to see what you promised to return to.
- Sarah agreed to discuss what Alex learned at their next check-in. This is the follow-up to keep. Return to your draft with that commitment in view.
- Ask whether Alex joined the review, what was useful and what to practise next. You can spend the check-in discussing the learning, with the earlier agreement already in front of you.
When to use it
A manager and colleague are meeting again and want to follow up on their agreed actions.
Start with
- The previous check-in, shared with its participants
How to do it
Open the previous check-in within its participant access settings.
Retrieve the actions the manager and colleague explicitly agreed.
Use them as discussion points and let the colleague explain what has changed.
Prepare an agenda from our last check-in. List the development actions we agreed and questions to ask about progress. Do not infer performance or personal traits.
Try it with your team’s conversations.
See the sources, the output and the steps that make this useful for your team.