Monthly Conversation Format Guide

These formats are guides.  You and your manager will get into your own flow on these conversations and we encourage you to do that.  The goal is increased alignment between you as an employee and your supervisor.  These conversations should not replace any ongoing meetings you currently have to discuss priorities, areas of improvement, etc. but can improve and enhance those conversations.

Recommendations

  • Talk with your manager before your first monthly conversation to determine what format you’d like to try.
  • Plan with your manager about how and when you’ll have this month’s conversation. Our recommendation is to use an existing 1x1 meeting, reserving about 15 minutes for this conversation about your performance.  It is up to you as long as both parts get completed.
  • Discuss if you will be entering your notes into Workday prior to the conversation or after. It is up to you as long as both parts get completed each month. 
  • Please note: managers cannot enter notes into Workday until their employee has done their part. This puts ownership on both the employee and the manager to ensure this process is getting done each month.
  • Reflect on how the first few go and revisit the format if necessary. You may even discover a different format that works for the two of you.
  • Remember the timeline.  A new monthly conversation kicks off on the 1st of each month and needs to be completed by the end of the month. 

Format A

Your manager will ask all of the questions first.  You will answer each question.  Then you will switch to you asking all of the questions of your manager.   Watch our video example of Format A.

Manager asks employee Q1:

Highlighting success

What’s one thing that you want to highlight that you accomplished?

Manager asks employee Q2:

Looking forward

What’s one thing you are looking forward to and excited about working on for next month?

Manager asks employee Q3:

Increasing Impact

What’s one way you think you can have an even greater impact?

Manager asks employee Q4:

Supporting each other

What’s one thing I am doing to support you that is working well?

 

Employee asks manager Q1:

Highlighting success

What’s one thing that I accomplished that you want to highlight?

Employee asks manager Q2:

Looking Forward

What’s one thing you are looking forward to me accomplishing and working on for next month?

Employee asks manager Q3:

Increasing Impact

What’s one way you think I can have an even greater impact?

Employee asks manager Q4:

Supporting each other

What’s one thing I am doing to support you that is working well?

Format B

You and your manager will swap back and forth asking the questions.  Watch our video example of Format B.

 

Manager Asks Employee

Employee Asks Manager

Q1. Highlighting Success

What’s one thing you want to highlight that you accomplished in the past month?

What’s one thing that I accomplished in the past month that you want to highlight?

Q2. Looking Forward

What’s one thing you are looking forward to and excited about working on for next month?

What’s one thing you are looking forward to me accomplishing and working on for the next month?

Q3. Increasing Impact

What’s one way you think you can have an even greater impact in your role/work?

What’s one way you think I can have an even greater impact in my role/work?

Q4.  Supporting Each Other

What’s one thing I am doing to support you that is working well?

What’s one thing I am doing to support you that is working well?

You and your manager will figure out which format works best for you, even if that is different than the two examples provided here. 

After you’ve had your monthly conversation, please remember to enter or update your notes in Workday.

Resources

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