A checklist for your first HR conversation campaign.
A first campaign is easier to review when its scope is small. Use this checklist to agree what the team needs to learn and how it will handle the result.
Before the campaign
Write down one question and the decision it could inform. Select the people closest to the work and agree who will review what they share. Explain the purpose and how the input will be used.
When writing the questions
Ask for recent examples, use straightforward language and give employees and managers prompts suited to their roles. Try the questions with someone who understands the work.
While gathering input
Check which groups or shifts have taken part. Look for missing perspectives and decide if you need to adjust the invitation or ask a follow-up question.
After the campaign
Review a few examples together. Record what is supported, what is uncertain and what the owner will do next. Use this review to decide whether to repeat, adapt or widen the campaign.
Getting started