Accountability Conversation Planner

A reusable preparation sheet for the MPP Accountability Loop.

Use this planner before a routine performance conversation. It supports the MPP Accountability Loop used by Phil Brown at Momentum Performance Partners. Print this page or copy the prompts into your own notes. Keep employee-specific notes in your organization’s approved system.

1. Expectation

What should have happened? How was the expectation communicated?

2. Facts and questions

What did you observe or verify? What do you need to ask before drawing conclusions?

3. Gap and impact

What differs from the expectation? How does it affect the work or people relying on it?

4. Action and support

What changes next, who owns the action, by when, and what support will the manager provide?

5. Follow-up

When will you meet again? What evidence will you review?

Opening sentence

Write a factual opening that invites the employee’s perspective.