Three Point Review Checklist

When you want to review what’s happened –  at a meeting, on a project, or in a conflict situation- speedy three step plan helps you to stay objective and focus on improvements.  Give it a try.


  1. Agree FACTS
  2. Standards – What should happen?
    Performance – What did happen?
    Difference – Any unacceptable gaps?
  3. Agree CAUSES
  4. Open with open questions
    Listen to the answers
    Don’t jump to conclusions
  5. Agree ACTION
  6. Focus on facts – What needs to be done, by whom and by when?
    Set progress review date
    Summaries positively
    Take agreed action