How to facilitate difficult conversations about performance

6 steps 30 min Intermediate

Navigate challenging performance discussions with clarity, empathy, and effectiveness while maintaining relationships.

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Step-by-Step Instructions

1

Step 1: Prepare thoroughly with specific examples and documentation

Don't wing difficult conversations. Document specific instances of concerning behavior or performance: dates, situations, impact. Review previous feedback to show this isn't new. Clarify what outcome you need: improvement to specific standard, acknowledgment of issue, or transition out of role. Anticipate their reactions and questions. Preparation prevents being caught off-guard and shows you're taking it seriously.

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Lattice Performance
Lattice Performance

Performance management platform for documenting feedback and conversations

Difficult Conversations by Douglas Stone
Difficult Conversations by Douglas Stone

Research-based framework for preparing and navigating hard discussions

2

Step 2: Choose appropriate timing and private setting

Don't ambush people or have these conversations when they're stressed about something else. Schedule dedicated time, be clear it's about performance, and give them time to prepare mentally. Meet somewhere private where you won't be interrupted or overheard. Never criticize performance publicly. Allow enough time—rushing a difficult conversation makes it worse. End of day Friday is terrible timing; mid-week mornings are better.

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BambooHR
BambooHR

HR software for scheduling and documenting performance conversations

3

Step 3: Lead with direct clarity about the performance issue

Avoid the "sandwich" method or excessive preamble. State the issue clearly and early: "I need to discuss concerns about your meeting our project deadlines." Direct doesn't mean harsh—speak with care and respect, but don't bury the message in niceties. Ambiguity creates confusion about seriousness. They should leave knowing exactly what the problem is, not confused about whether there even is one.

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Radical Candor by Kim Scott
Radical Candor by Kim Scott

Framework for being direct while caring personally in feedback

4

Step 4: Listen to understand their perspective before problem-solving

After stating the issue, ask open-ended questions: "Help me understand what's been happening from your perspective." Listen without interrupting, defending, or immediately countering. There may be context you're missing: personal challenges, unclear expectations, broken processes, lack of resources. Understanding doesn't excuse poor performance, but it informs what support or consequences are appropriate.

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Crucial Conversations
Crucial Conversations

Skills for handling high-stakes discussions with emotional intelligence

The Coaching Habit by Michael Bungay Stanier
The Coaching Habit by Michael Bungay Stanier

Seven coaching questions for understanding before prescribing solutions

5

Step 5: Collaborate on specific improvement plan with clear metrics

Define exactly what success looks like: "I need to see all project deadlines met for the next 3 months" or "Customer satisfaction scores need to increase from 3.2 to 4.0+." Agree on support you'll provide: additional training, revised workload, more frequent check-ins. Set review dates to assess progress. Put it in writing. Vague improvement plans fail; specific expectations and support enable success.

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Performance Improvement Plan Template
Performance Improvement Plan Template

Free comprehensive PIP template from SHRM with clear structure

Workday HCM
Workday HCM

Enterprise HR system with performance improvement plan tracking

6

Step 6: Follow up consistently and document progress

Don't have the conversation and disappear. Schedule regular check-ins to review progress, provide feedback, and adjust support. Document these conversations. If improvement happens, acknowledge it enthusiastically. If issues persist despite support, escalate consequences: formal warning, performance improvement plan, role change, or exit. Consistency shows you meant what you said and care about their success.

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15Five
15Five

Continuous performance management with weekly check-ins and tracking