S-040 · Worksheet 3

Conversation guide

Use this worksheet to hold a respectful conversation, hear different views and tell people what happens next. It belongs to the club pack for Retention Radar.

Where this idea came from

Playbook entry: S-040 · Retention Radar
Theme: Theme 5: Digital, Data & Systems · Subtheme 3: Member Analytics
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Before the conversation

Explain that Retention Radar is a review idea, not a decision already made.
Tell people why you are asking, whether they can opt out and how notes will be handled.
Do not ask anyone to share private information to prove they need support.

Questions to ask

What happens now? Who does it work well for?
Where do people get stuck, left out or confused?
What small improvement could we try in the next 90 days?
What could go wrong or create extra work?
What would help us decide what to do next?

Notes without names

What we heard
Question or theme	What people said	Whose view may be missing	What we will do

Back to the club pack

See all S-040 pages and worksheets