How to structure performance conversations with leaders

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Dave Kline Dave Kline is an Influencer

Become the Leader You’d Follow | Founder @ MGMT | Coach | Advisor | Speaker | Trusted by 250K+ leaders.

You might not want performance conversations to be personal, but trust me, they are very personal to your employees. Their livelihood is at stake. Their capability is in question. The consequences are incredibly high. My job is to stay calm and bring structure to it. Otherwise, it can become a tangled mess. Ideally, I’ve set clear expectations upfront. And they’ve been getting feedback from me at a regular clip. But sometimes, we must step back and ask, “Where are we?” Here's how I structure those conversations: 📌 My first question: "Do they see it?" Do they appreciate what’s needed to meet or beat expectations? Do they understand how and why they’re coming up short? If "No," you need to get them there. How? Asking them to self-assess can give me useful intel. You can also finesse this by getting others to provide feedback. Different words can often break through. If they do see it... 📌 "Do they want to fix it?" If the answer is "No," the path becomes painfully obvious. You can’t have people in the role that don’t want to meet it. And people willingly leaving their role is easiest. How? Finesse it by previewing the severance or exit package. Identify roles they might thrive in. Chances are they're frustrated, too. Or if they’re a great fit in the wrong role, you can discuss a trial elsewhere in the org. Finally, if they see it and want to fix it... 📌 “Do they know how?” If not, this is a great place to coach. Use questions to guide them in the direction you need. If they write the map, they tend to follow it. If they know how and are not improving, there are two possibilities: -> They’re not making the change. -> They’re making it, and it’s not helping. In either case, the fair choice for your team and for them is likely an exit. These conversations are always challenging. But they're nearly impossible when we don't have a plan. You can have conversations, or you can lead them. In moments of high emotion, clear is kind. If you found this post helpful: - Please repost ♻️ to help other leaders - Follow Dave Kline 🔔 for more posts like it - Subscribe to my MGMT Playbook 📕 (in bio) Join 30K leaders and get access to 75 practical playbooks + working templates for every challenging management moment.

  • A decision tree built by Dave Kline that maps how to structure conversation with underperforming employee and find the best path forward.
Dave Kline

Become the Leader You’d Follow | Founder @ MGMT | Coach | Advisor | Speaker | Trusted by 250K+ leaders.

1y

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Adam Broda

I Help Senior, Principal, and Director Level Professionals Land Life-Changing $150k - $350k+ Roles | Founder & Career Coach @ Broda Coaching | Hiring Manager & Product Leader | Amazon, Boeing | Husband & Dad

1y

There’s not enough people talking about this very important topic Dave - it can be awkward at times, but it’s an incredibly important part of the management job

Adam Levinter

CEO: Scriberbase & Axis Brands | Published Author | Podcast Host | Investor & Board Member

1y

Very helpful! Love the framework here.

Jay Mount

Stop Borrowing Broken Playbooks. Build Systems That Actually Scale. | 190K+ Leaders Growing Smarter

1y

I like the idea of starting with self-assessment. It gives employees ownership of the process, Dave Kline.

Rafael Villaruz

Helping leaders go from confusion to clarity and build innovative teams | Healthcare Innovation + Strategy Consultant | Leadership + Organizational Coach | Professor

1y

The question that most leaders don't want to face is, "Is it time for this person to exit?" It's a hard pill to swallow because many leaders take it personally when their team doesn't perform. But the truth is, if you're doing all the steps in the process, nothing is personal. You've given your underperformer a chance to improve, but it's up to them to keep it going. You can provide the environment, but they also need to do the work.

Rob Paterson

Interim hotel Exec/Consultant for hire | Keynote Speaker | Former Hotel Brand CEO

1y

This is real and those conversations aren't transactional; they're emotional. Self-regulation should be a foundational trait taught to every aspiring leader. Really valuable share!

It's a really good point here about the gap between how personal it is for the leader and the employee. Sometimes leaders don't appreciate how loudly employees hear them. We have to be careful with our words because they carry force with the team. More than we think, Dave Kline. Nice flow chart, too.

Cameron Kinloch

Leveraging 20 years of experience on Wall Street and in Silicon Valley to help companies grow | Top 20 AI CFO | 4x Board Director | 3 M&A Exits | 2 IPOs

1y

Love the framework here. Great way to navigate these difficult conversations while leading with logic and empathy. 👏

Nicolas Cole 🚢👻

I talk about digital writing, ghostwriting, and self-publishing | Co-Founder Ship 30, Typeshare, Write With AI, Premium Ghostwriting Academy | Author of 10 books | DM "👻" if you want to land high-paying writing clients

1y

Epic playbook, Dave! Looking forward to using this.

Chris Donnelly

Founder | Follow for posts on Business, Marketing & AI

1y

Performance conversations are deeply personal, and having a structured plan like this keeps them productive and fair. 

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