Workplace Feedback Draft Checklist
Use with Draft Workplace Feedback With AI, Stay Accountable for the Content.
Step 1: Your own observations (fill in before using AI)
| Situation (when/where) | Behavior (what specifically happened) | Impact (what effect it had) |
|---|---|---|
Step 2: Draft with AI — instructions to give it
- Organize these observations using situation-behavior-impact structure.
- Do not add any example, behavior, or impact I did not describe.
- Do not make constructive points sound harsher than I described them.
- Do not soften a genuine concern into vague, unactionable praise.
Step 3: Tone check (both directions)
- Does this sound harsher than what I actually meant?
- Does this sound vaguer or softer than what I actually meant?
- Would the person recognize this as a fair description of what happened?
Step 4: Example verification
For each specific claim in the draft:
- I can recall the actual instance this refers to.
- It describes behavior, not a personality label or characteristic.
- It is not tied to a protected characteristic or a proxy for one.
Step 5: Before sending
- If this feeds into pay, promotion, or a formal process, I used the official form/channel, not an informal note.
- Every example in the final draft is something I actually witnessed.