Agree an action
What improvement goal and support would make the reporting plan workable?
What improvement goal and support would make the reporting plan workable?
1 · Notice the conversation
Colleague: When should sales send the figures?
You: Sales should send the figures by three on Thursday.
Colleague: Why would earlier data help?
You: Mei then has time to check the report before Friday morning.
Colleague: What is the improvement goal?
You: The improvement goal is to submit an accurate report by ten every Friday for four weeks.
2 · Understand what each phrase does
performance review
a planned conversation about work and progress
Mei has a performance review about her monthly reports.
review 既看做好的部分也看改进点，不是给人贴好坏标签。improvement goal
a clear result and a time to work towards
Mei’s improvement goal is to send reports by ten every Friday for four weeks.
goal 应可观察且条件合理；按时不等于内容质量可以忽略。check-in
a short follow-up conversation
We have a Wednesday check-in about missing data.
check-in 不应只是催进度；也要确认支持和障碍。3 · Rehearse, then change the details
Sales should send the figures by three on Thursday.
Mei then has time to check the report before Friday morning.
The improvement goal is to submit an accurate report by ten every Friday for four weeks.
We should record both submission times and data problems.
Keep the purpose; change the person, document or time. A simple, accurate sentence is enough.
4 · Respond to your colleague
When should sales send the figures?
销售应在周四三点前给数据。
See one possible reply
Sales should send the figures by three on Thursday.
Why would earlier data help?
这样 Mei 有时间在周五早上前核对报告。
See one possible reply
Mei then has time to check the report before Friday morning.
What is the improvement goal?
改进目标是连续四周每周五十点前交准确报告。
See one possible reply
The improvement goal is to submit an accurate report by ten every Friday for four weeks.
5 · Try a different situation
What if sales cannot send the figures on time?
What if sales cannot send the figures on time?
Address the changed condition. Choose a practical next step and explain why it helps.
- My response addresses the changed condition.
- I explain one practical action and its likely effect.
- I make the next step clear.
6 · Recall without the model tomorrow
When should sales send the figures?