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Before using this conversation guide, ensure you've done your homework: understand the project history, know your stakeholders, familiarize yourself with tools and meeting rhythms, and review success metrics through official documentation and team resources.

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This template is designed for 1:1 conversations to help you read between the lines and uncover the human context that doesn't show up in documents - individual perspectives, challenges, and opportunities that will help you operate effectively in your new environment. Talk to as many people as you can across different levels and functions to build a comprehensive 360-degree view of your new reality.

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Build Context

What are your biggest challenges at work right now?


What are your biggest challenges in [product/project] right now?


What important team goals or processes should I be aware of and help push forward?


Are there any important upcoming milestones or launches for the team?