This resource will outline the step-by-step process that managers will engage in during coaching conversations. As a manager, your role in conversations is pivotal to fostering growth and development within your team.
Here's How It Works:
Step 1: Start a Conversation
Navigate to the Direct Reports tab under My Profile and click Start Conversation next to the team member you want to initiate a conversation with. The team member will receive an email notification prompting them to complete their self-reflection.
Important Note: A team member can start a conversation without waiting for their manager to initiate the process. This must be enabled by the company administrator.
Important Note: If your company has multiple conversation templates set up, you may need to select the appropriate one to complete this step. If you’re unsure which template, reach out to your company administrator.
Step 2: Complete your manager's perspective
When a conversation is launched, you will receive an email notification once your direct report has completed their self-reflection. Follow the link in the email or log in to your uMap™ account, go to the Direct Reports tab, and click the arrow next to the relevant conversation to add your perspective.
As you comment, use the information icon next to each question for helpful tips.
Scroll to the bottom and select one of the following actions:
Revisit self-reflection - kicks back a self-reflection to your team member with your comments.
Save and finish later - saves your comments without sharing them with your team member.
Send to team member - saves your comments, sends them to your team member and finalizes the conversation. No further edits can be made.
Important Note: Managers can add their perspective to a conversation even while the direct report is still completing their self-reflection.
Step 3: Meet with your team member - Recommended
Schedule some time with your team member to discuss their self-reflection, talk about progress, discuss opportunities, and celebrate wins.
Step 4: Finalize your comments and send to team member.
After you meet with your team member, review your comments and make any necessary changes. Once complete, click Send to team member. An email notification will be sent to your team member letting them know it is time to review or accept their conversation.
If you still have questions, check out our Help Center for additional resources.