Your meeting and conversation planner
Start here: For a meeting, use the decision, time and role facts to request an agenda. After a fictional practice meeting, paste the notes and compare every recap action with what was agreed. Use the linked lesson for the full notes.
For a meeting, name its decision before drafting an agenda. For a difficult conversation, start with observable facts and rehearse aloud using a fictional situation.
Meeting brief: Lesson 3 (opens in a new tab)
Decision or outcome required:
Confirmed facts attendees need:
Open questions:
Participants and decision owner, by role:
Agenda with time limits:
Confirmed decision:
Action | owner role | agreed due date:
Unassigned work or dates not agreed:
What attendees must confirm before the recap is final:
Check: “Explore a new clinic closing checklist” is not agreement to change the closing procedure. Confirm owners and dates with the people responsible.
Conversation card: Lesson 4 (opens in a new tab)
Record observable facts, effect on work, desired change, your two-sentence opening, three questions, support you can offer, promises you cannot make and next check-in. Practice cooperative, defensive and upset responses with fictional details. Handle real HR documentation in its approved private system.
Fictional practice situation:
Observable facts, without assumed motives:
Effect on the work:
Change I want to discuss:
My two-sentence opening:
Three questions to understand the other perspective:
Support I am authorized to offer:
Promises or decisions I must not make:
How we will agree and confirm next steps:
What sentence I improved after practice:
Example opening: “The last two recaps arrived after our agreed deadline, which delayed the next day's planning. I'd like to understand what got in the way and agree on a workable next step.” This is a fictional communication exercise, not a recommendation about a real employee or a substitute for the school's HR process.
Practice the conversation (opens in a new tab) with a fictional role before using the planner for any approved real situation.
Choose the conversation you need
Use the meeting card for a real agenda or a permitted nonpersonal recap. Use the rehearsal card for a fictional difficult conversation at school or in everyday life. Change roles, facts and the desired next step; keep assumptions about motives out. A rehearsed agreement is not the other person’s actual agreement.