Managing Direct Reports Using the Manager Guide
Updated
by
Amy Thomas
Problem
Do you ever struggle to motivate a direct report or give them supportive coaching or have a challenging conversation? Do you sometimes feel unprepared to manage one of your direct reports effectively? Challenges like unclear expectations, missed opportunities for growth, or difficulty giving feedback can undermine trust and performance.
Solution
Use the Manager Guide and personalized coaching from Coach Bo to better understand your direct report’s work style, communication preferences, and strengths. These tools provide practical advice for setting expectations, offering feedback, and motivating your team member.
Steps to Action
Access the Manager Guide
Review insights about their strengths, challenges, and preferences to tailor your management approach.
Ask Coach Bo for Advice
Ask questions like:
- "What’s the best way to motivate [Name]?”
- "How can I provide constructive feedback to [Name]?”
Get specific with Bo — share real details and get into specific actions or steps to take.
Set Clear Goals Together
- Performance expectations.
- Areas for growth and development.
- Specific goals for the next quarter
Provide Regular Check-Ins
Use insights from the Manager Guide and Coach Bo to guide these conversations.
Pro Tips
- Use Coach Bo before key conversations, like performance reviews or development discussions, for practical advice.
- Focus on strengths while being clear about improvement areas when providing feedback.
- Recognize and celebrate small wins to boost morale.
Troubleshooting
Can’t find the Manager Guide?
- Ensure your direct report has completed their personality profile.
- Check your account permissions to ensure visibility of their profile.
Not sure how to use Coach Bo?
- Start by asking a broad question like, “How can I improve as a manager for [Name]?”
- Then have a natural conversation and share real details. You’re the only one in your organization who will see these chats.
What to Expect
By following these steps, you’ll build a stronger relationship with your direct report, set clear expectations, and help them reach their full potential.
