Work Conversation Prep
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Use this sheet to prepare for a conversation at work — whether it's pushing back, raising a concern, asking for something, or addressing a problem. Having your thoughts on paper makes it easier to stay professional and focused.
The Situation
The work situation I need to address:
Who I'm talking to: ☐ Manager ☐ Colleague ☐ Direct report ☐ Client ☐ HR ☐ Other: ________
What I Need to Communicate
What I need this person to understand:
Why this matters (the business or professional impact):
My Approach
Professional tone I'm using: ☐ Gentle ☐ Balanced ☐ Firm
My key message in one sentence:
My opening line:
Preparing for Pushback
If they push back, I'll say:
If they dismiss or deflect, I'll say:
What success looks like after this conversation:
Phrases to Avoid
Check any you tend to default to — and replace them:
☐ "Sorry to bother you..." → Try: "Do you have a moment?"
☐ "This might be a stupid question..." → Try: "I'd like to clarify something."
☐ "I could be wrong but..." → Try: "From what I've seen..."
☐ "It's just that..." → Try: "The reason is..."
☐ "I don't want to be difficult..." → Try: "I want to make sure we're aligned."
After the Conversation
What went well:
What I'd do differently next time:
Any follow-up needed: ☐ Yes ☐ No
Follow-up action:
Tip: Being direct at work isn't rude — it's professional. You're not causing a problem by speaking up. You're solving one.