Before the Conversation

• [ ] Review the employee's current level and sub-level
• [ ] Gather specific examples of work and behaviours that support their current level
• [ ] Block 45-60 minutes of uninterrupted time
• [ ] Book a private meeting space or ensure a quiet virtual environment

Opening the Conversation (5-10 mins)

• [ ] Set a positive, open tone
• [ ] Explain the purpose of the conversation
• [ ] Remind them that progression is not expected to be linear
• [ ] Emphasise that this is a two-way dialogue

Main Discussion Points (30-40 mins)

Current Level Discussion

• [ ] Share and explain their current level
• [ ] Provide specific examples of how their work aligns with this level
• [ ] Use objective observations (AID model)
• [ ] Give them space to respond and ask questions

Understanding Their Perspective

• [ ] Ask how they view their current role and level
• [ ] Listen actively to their response without interrupting
• [ ] Note any areas where their view differs from yours