PLANNED REFLECTION TOOLKIT · IN DEVELOPMENT

In development

Prepare with purpose.
Speak with clarity.

A planned toolkit for leaders preparing to give feedback, clarify expectations, or address persistent tension.

The toolkit is being designed to support thoughtful preparation, a clear purpose, and reflection after the conversation.

In development. Contact Roxy to discuss the concept or share what would help you.

WHO THIS IS FOR

Who it’s being designed for.

  • You need to address a missed expectation or give useful feedback.
  • You want to consider another person’s perspective before a conversation.
  • You want a repeatable way to prepare, reflect, and follow through.

PLANNED CONTENTS

What’s being designed.

The planned tools support individual reflection or preparation and debriefing with a coach.

01

Purpose and reflection prompts

Questions to clarify the issue, your purpose, and the next step you hope to discuss.

02

Perspective worksheet

A way to examine assumptions and consider how another person may experience the situation.

03

Conversation planner

Space to prepare an opening, useful questions, a specific request, and possible responses.

04

Debrief and follow-up

A worksheet to record what you learned, commitments made, and the follow-up that is needed.

INTENDED USE

A practical way to use it.

  1. 01

    Reflect on the situation

    Clarify what needs attention and what you want the conversation to accomplish.

  2. 02

    Prepare your approach

    Develop an opening, useful questions, and a specific request.

  3. 03

    Review and follow through

    Reflect on the conversation and decide what needs to happen next.

AN ILLUSTRATIVE STARTING POINT

Make the purpose clear.

For example, you might be preparing to discuss a recurring missed deadline. The planned toolkit would help you distinguish what you observed from what you assumed and prepare a conversation about expectations and support.

What do I want this person to understand—and what am I ready to hear?

A FEW PRACTICAL QUESTIONS

Before you begin.

Can I download the toolkit now?

The toolkit is in development and is not yet available to purchase or download. You can ask Roxy about the concept or share what would help you prepare for leadership conversations.

Which conversations is it being designed for?

Examples include discussing missed expectations, giving feedback, addressing recurring tension, and explaining a change that affects someone’s work.

Could I use it with a coach?

Yes. The planned worksheets are intended to support individual reflection or preparation and debriefing with a coach.

ASK ABOUT THE PLANNED TOOLKIT

What would help you
prepare to lead?

Ask Roxy about the planned toolkit or describe the kind of conversation you would like support preparing for.

roxy@roxannallenphd.com

Prefer to email directly? Use the address above.

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