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SAMPLE TRANSFORMATIONAL ROUNDING TEMPLATE

The purpose of this template is to provide you with a comprehensive tool for rounding with staff or other direct reports. If you have fewer than 30 direct reports, it is advised you meet monthly. Bimonthly or even quarterly rounding is recommended if you have more than 30 direct reports.

Sample Transformational Rounding Template

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Leader name:

Date:

Direct report name:

Department:

Sample Impromptu Scripting for AIDET (Role Model) (Studer, 2004)

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Acknowledge

“I appreciate the time you are taking out of your busy schedule to meet with me.”

Introduce

“As you may know, my role in the organization is to help promote a healthy workplace environment.” (Introduce your name and role if this is the first meeting.)

Duration

“Our one on one will take approximately 15 minutes to 1 hour depending on the detail of our responses. Every month, I will ask you approximately nine questions that will help me gain a better understanding of how things are going and will give you the opportunity to share any concerns or feedback with me.”

Explanation

“The purpose of our meetings is to provide shared transparency. We will discuss career planning, rewards, and recognition, as well as how we can improve current systems and processes. Please feel free to be upfront with me. Your opinion matters.”

Thank you

“Thank you for taking time to talk with me. Your feedback is appreciated.”

Individual Trust and Succession Planning

  1. “Tell me what you feel is working well. This can include initiatives on our unit, within the organization, or even at home.” (Make personal connection.)

    Notes: _______________________________________________

    _____________________________________________________

    _____________________________________________________

    1. If positive, notes are made to follow up in future meetings.

    2. If negative, ask what solutions the employee may have to help the situation. Notes are made to follow up in the next meeting. If personal, offer Employee Assistance Program information (if applicable).

  2. Tell me about where you would like to see your career in 1 year? 5 years? 10 years? (This question doesn’t have to be asked at every meeting but should be incorporated in question 2 as a talking point and, depending on the answer, questions 2a through 2d can be interwoven in the conversation.)

    Notes: _______________________________________________

    _____________________________________________________

    _____________________________________________________

    1. “Based on your career goal, have you taken any steps (e.g., reading, education, committees, etc.) to achieve this goal?”

      _______________________________________________

      _______________________________________________

    2. “Is there anything pertinent you have heard or learned of that you would like to share at the next staff meeting?” (This question is great to incorporate if the nurse is in school or has recently attended a conference, etc.)

      _______________________________________________

      _______________________________________________

    3. “Have you implemented any actions to achieve your career goal?”

      _______________________________________________

      _______________________________________________

    4. “Is there anything I can do now to help you achieve ...

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