Conversation 3 Check In
The relationship between a manager and an employee is crucial for business success. Your job satisfaction is closely connected to your boss's competence, and happy employees directly impact customer satisfaction. The challenge lies in not being equipped with the skills to manage effectively.  One of the key strategies is to adopt a coaching approach.

To support this transition, there are three enablers outlined on Page 4 of your Black Workbook:

  1. THE WHY A Regular Team Health Check An ongoing measure of what matters most, so that your team care about their work

  2. THE HOW Leverage Strengths Discover and leverage your unique talents and those of each team member

  3. THE WHAT Move from Boss to Coach Switch from performance management to development with the 5 coaching conversations that drive increased levels of performance and results

This learning module talks to third strategy of performance development and specifically the check in conversation. 

The check in uncovers how things are going with the employee regarding general responsibilities and both long- and short-term goals. 

This is one of five modules for each of the Boss to Coach conversations; Setting Expectations, Everyday Feedback, Check In, Development Plan, Progress Review.  See more on Boss to Coach.

These conversations are supported with the CliftonStrengths tool.  This helps to describe the talents, skills and knowledge that are unique to you - the things you do best.  If you can identify and then use your strengths in your job and your life, things are easier, more enjoyable, and effective. Find out more about CliftonStrengths and how they can be used. Find out more about CliftonStrengths and how they can be used

Course Objectives

What are you going to learn?
To introduce a tool to make the most of your 1-1 Check In (work in progress) conversations that

  • Moves from a task list to a coaching conversation, supported by tools to help focus on the big priorities

  • Increases awareness of your strengths and how you use them in your role and how to call on yours and the strengths of your team mates to get things done

  • Makes development a part of what you do every day

This is important because…

A regular check in keeps people connected, cared for, focused on doing the work that matters.  Gallup has discovered that a meaningful 15-30 minute weekly connection significantly enhances employee engagement and performance.

How to use this course

The structure is as follows

  • To have the option to either read the content or COMING SOON Listen to an audio file or both

  • There are videos to Watch to explain concepts

  • There are articles to Read for in-depth explanation of concepts

  • An Activity to apply the learning, completed in your Black Workbook

There are Optional resources for Activity, Read, Watch.  These are not required for each lesson but can be helpful to deepen your understanding. 


To support, use the Workbooks

Each lesson includes insights and actions.  The workbooks will support this.  There are two workbooks that you will need to have open, either electronically or printed

  1. The Black Workbook.  The name is based on the colour of its cover

    a) This is where you will capture all your learnings and is designed to become your manager’s “playbook.”  The online course is designed as the supporting tool to explain the content further

    b) In the footer on each page, there is a reference to the module so you can find the specific lesson and content this relates to.

  2. The White Workbook.  The name is based on the colour of its cover

    This contains insights for your CliftonStrengths Top 5 profile including contributions, motivations, what your strengths love, hate, need

    We will use these insights to populate the activities in your black workbook


Make the time

This course works best when you have undistracted time and are in front of your computer.  You will need one hour a week for the next 5 weeks.  This looks like…

  1. A 45-minute bite sized online learning chunks.  You will also have full access to the course so you can complete in larger blocks and at your own pace  

  2. A 15-minute debrief with your manager/sponsor to share one discovery.  This could be incorporated into your regular 1-1

  3. PLUS A once monthly 1-hour group coaching call with Jason Biggs

  4. Applying your learnings in everyday conversations with your team 

COMING SOON You'll receive weekly reminders to track your course progress.  Your team leader will also receive these emails to support debrief discussions with them.


Boss to Coach Learning Cycle

Before We Start, Do These Following Actions

  • You will need to know what your Top 5 CliftonStrengths are.  If you do not have a CliftonStrengths profile, please e-mail hello@jasonbiggs.nz

  • Download a copy of your Black Workbook here

  • You should have received via e-mail a copy of your White Workbook for this course. 
    If you have not received a copy, e-mail hello@jasonbiggs.nz

    1. Create calendar appointments for 45-60 minutes every week for the next 4 weeks to complete the course content OR you will have access to all the course content and may choose to work through it in large blocks of time

    2. Create calendar appointments for a 15-minute connect every week for the next 4 weeks with your team leader.

    3. OR If you have a regular 1-1 check in with your team leader, add an agenda item to discuss what you have learnt from the course

    4. Register for a 1–hour group coaching call at this link.  They occur online via Zoom, every second Wednesday of each month at 11am

  • COMING SOON  Subscribe to the e-mail reminder programme Enter both yours and your team leader’s e-mail addresses.  You will both be sent a weekly reminder of the programme, the topics covered to support your debrief with them, and to know what stage you should be at.

  • On Page 2 of your Black Workbook write

    1. Your name

    2. Your Top 5 Clifton Strengths Themes

    3. An objective you would like to get from this Boss to Coach Conversation 3 Check In course

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