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Career Conversation Template

Career Conversation Template

A structured career conversation template to discuss aspirations, strengths, development gaps, next role readiness, and timeline planning.

Career Aspirations

  • Desired Career Direction
    Describe the role family, function, or leadership path the employee wants to pursue.
  • Motivation for Growth
    Capture what the employee wants to gain from the next role or expanded scope.
  • Target Timeline
    Select the employee's preferred timeline for the next move.

Strengths and Impact

No items.

Development Gaps

  • Current Development Gaps
    List the observable skills, experiences, or behaviors that are limiting readiness today.
  • Evidence for Gaps
    Describe examples or outcomes that show where the gap appears in day-to-day work.
  • Priority Gap to Address First
    Choose the most important gap to address in the next development cycle.

Next Role Readiness

  • Next Role Readiness Rating
    Rate readiness based on current performance, demonstrated behaviors, and required experience.
  • Readiness Summary
    Summarize why the employee is or is not ready for the next role, using specific behaviors and outcomes.
  • Readiness Barriers
    List the main barriers preventing readiness, such as missing experience, scope, or demonstrated behaviors.

Development Plan and Timeline

  • Development Plan
    Document actions, owners, timelines, and success criteria for closing readiness gaps.
  • Next Check-In Date
    Set the date for the next career conversation or progress review.
  • Support Needed from Manager
    Capture coaching, exposure, feedback, or resources the manager will provide.

Conversation Summary

  • Agreed Outcome
    Summarize the shared conclusion from the conversation.
  • Next Steps
    List the concrete actions, owners, and due dates agreed during the conversation.
  • Employee Signature
  • Manager Signature
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