Lontra HR · Working template
Low-score survey follow-up discussion guide
Prepare and run a neutral discussion about one survey topic, then record the next check with an accountable owner.
Use this worksheet with a fictional example first, then adapt it to your organization’s process. Keep personal or confidential information in your authorized systems.
- Choose one survey topic and a decision the follow-up can inform.
- Confirm participation, access and sharing arrangements before inviting people.
- Use the prompts flexibly and let participants describe the sequence in their own terms.
- Record contrasting examples and the groups not reached by the follow-up.
- Keep the score, employee accounts and verified process records distinguishable in the debrief.
Click a cell to edit it locally. Print or save as PDF to keep your completed copy. Changes are not sent to a server.
| Stage | Prompt or field | Record |
|---|---|---|
| Survey context | Copy the exact item, scale, period and response base. | Definition and any comparison changes |
| Meaning | What does this question mean in the work you do? | Participant interpretation |
| Recent occasion | Tell me about the last time you needed this to do a task. | Task, period and relevant conditions |
| Sequence | What was available, where did you pause and what happened next? | Account and permitted source to check |
| Contrast | When did the same task go more smoothly? What was different? | Contrary case and possible conditions |
| Scope | Which parts of the work have we not discussed? | Missing perspective or follow-up question |
| Closing | What should we make sure the responsible owner understands? | Accurate summary and correction |
| Review | What will be checked next, by whom and when? | Owner, action and participant update |
Prepared by Lontra HR Editorial · 10 November 2026 · Editorial review copy. Filled examples, where present, are fictional and demonstrate the method.