Crucial Conversations Worksheet

Step

Questions

Responses

Get Unstuck

Conversation Identification

What is the conversation I am not holding or not holding well?

Actions

How might I be acting out this situation?

Core Concern

What is at the heart of my concern? (One or two sentences)

Right Topic

What is the right topic to discuss?

Start with Heart

True Wants

What do I want for myself, the other person, and the relationship?

Desired Behavior

How would I behave if I did want that?

Sucker’s Choice

Am I making a Sucker’s Choice? (A false dilemma or the worst of an either/or situation)

Learn to Look

Safety Indicators

Is safety at risk? What are the indicators?

Usual Style

What is my usual style with this person in a similar situation (silence or violence)?

Mutual Purpose

What is our mutual purpose? (Are we willing to create one?)

Mutual Respect

Is there mutual respect? If not, what will it take to create it?

Master My Stories

Story Identification

Am I telling a Victim, Villain, or Helpless Story?

Role Recognition

What am I pretending not to notice about my role in the situation?

Rational Perspective

Why would a reasonable, rational, and decent person do what they are doing?

Immediate Action

What should I do right now to move toward what I want?

Other's Story

What story might the other person be telling about me?

State My Path

Sharing Facts

Share my facts: Start with “I have noticed that…”

Telling Story

Tell my story as a story, not as a fact. Use statements like “I am beginning to wonder…”

Asking Questions

Did I ask a question—and then ask more to understand their thought process? For example, “How do you see this situation…?”

Tentative Talk

Did I remember to talk tentatively and encourage testing (of my story)?

Explore Others’ Paths

Observations

What did they see and hear?

Self-Dialogue

What did they tell themselves?

Actions

What actions did they take?

Move to Action

Decision Making

If appropriate, decide in advance how the final decision will be made (Command, Consult, Vote, Consensus)

Actions and Follow-up

Document who does what by when. Follow up on actions to ensure accountability.

You can download more Mental Health worksheets here.

Please note: There may be a more up-to-date and editable version of this worksheet available here which may be more suitable to present to clients if you are a therapist or to use in a classroom as a teacher or guidance counselor.

References

  1. Som M, Beaman J, Keener A, Stroup J. The impact of Crucial Conversations™ on interpersonal communication and professionalism. Oklahoma State Medical Proceedings. 2021 May 21;5(1).
  2. Patterson K, Grenny J, McMillan R, Switzler A, Covey SR, Roppé L. Crucial conversations. Brilliance Audio; 2012.

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