Interaction Guidelines for Facilitating Improvement

1
Interaction Guidelines for Facilitating
Improvement

• 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.

Facilitating Improved Performance, Development
Dimensions International, Inc., Pittsburgh, PA
UNM Employee Organizational Development272-7740
2
Interaction Guidelines for Follow Up Discussions
3. DEVELOP
2. CLARIFY
4. AGREE
1. OPEN
5. CLOSE

• 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

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 Development272-7740