How do you actually have a performance conversation with an underperforming team member? Use a six-step framework: (1) Schedule it without drama, (2) Start with specific observations, (3) Listen to understand the root cause, (4) Name the impact clearly, (5) Create a specific plan together, and (6) End with a clear recap. Then follow up the next week—not when you remember, but when you said you would. The conversation without follow-up is just theater.

Episode Description

What do you actually say in a performance conversation? How do you start without putting someone on the defensive? How do you know if it's a skill issue, a resource issue, or a motivation issue—and why does that matter?

Most managers know they need to have the conversation, but they have no idea what to say. They end up going too soft (nothing changes) or too hard (the person shuts down). Neither works.

In this second part of a two-part series, Colby walks through the exact six-step framework for having the early intervention conversation. You'll learn what to say to start it, how to listen for what's actually wrong, how to create a clear plan together, and—most importantly—how to follow up so the course-correction actually sticks.

If you haven't listened to Part 1 yet, start there to learn when to have this conversation and why addressing issues immediately matters.

Key Takeaways

The six-step framework for having the performance conversation
How to schedule it without making it feel like they're getting fired
What to listen for: skill issue, resource issue, priority issue, motivation issue, or personal issue
Why you need to name the impact clearly (not just the behavior)
How to create a specific plan with specific deadlines
The follow-up strategy: check in next week, look for progress not perfection
When to escalate vs. when to keep coaching (3-4 weeks is the timeframe)

Who This Episode Is For

Middle managers who know they need to have a performance conversation, who want the exact words to use so they don't go too soft or too hard, and who need a follow-up strategy that actually works.

Connect with Colby

Website: nxtstepadvisors.com
LinkedIn: linkedin.com/in/colbymorris

Missed Part 1? Go back and listen to learn when to have the conversation and why early intervention is the kindest thing you can do.

When to Address Underperformance (Part 2 of 2)