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Discussion planner 2026

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The document 'Your First Leadership Job' serves as a guide for first-time leaders, offering practical advice and tools to navigate the challenges of leadership. It emphasizes the transition to becoming a 'catalyst leader' who inspires and engages others through effective communication and core leadership competencies. The book is structured into two parts: the first focuses on the concept of catalyst leadership, while the second provides detailed chapters on essential skills such as coaching, hiring, performance appraisals, and managing difficult employees. It aims to support new leaders in making a positive impact on their teams and careers.

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01. Edit your discussion planner template online

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How to use or fill out the discussion planner with our platform

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Click ‘Get Form’ to open the discussion planner in the editor.
Begin by filling in the 'Discussion with' field, specifying the name of the individual or team you will be discussing with, followed by the date.
In the 'Topic/Issue to discuss' section, clearly outline the main subject of your discussion to set a focused agenda.
Identify key principles that meet personal needs. Check relevant boxes such as Esteem, Empathy, Involvement, Share, and Support while noting down your approach and objectives for this discussion.
Proceed to Interaction Guidelines. Allocate time for each phase: OPEN, CLARIFY, DEVELOP, AGREE, and CLOSE. Make sure to describe purpose and confirm understanding at each step.
Finally, use the 'Post-Discussion Notes' section to reflect on what went well and what could be improved for future discussions.

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