HR's Hardest 1:1s

Workplace Accommodation Requests

A practical template for thoughtful, well-documented accommodation conversations.

Use this template to prepare before you walk into the room.

What's at stake

Accommodation conversations should answer three questions:

What is the employee experiencing?
What support might they need?
What happens next?

If any of these are unclear, the conversation isn't finished.

The context
Phase 01

Before you walk into the room

Understand the context

Relevant company policies
Previous conversations or requests
Any documentation already shared

Prepare to listen

Before the meeting, be able to answer:
Go in with questions, not solutions.
Your job is to understand before deciding.

Check yourself

Ask:
Am I making assumptions?
Am I listening for facts instead of filling in gaps?
Am I clear on what I can, and can't, commit to today?
Phase 02

During the conversation

Open with facts

Create space. Start by explaining why you're meeting and what the conversation will cover. Thank the employee for raising the issue and give them time to explain their situation without interruption.

Ask

Can you tell me more about what's been happening?
How is this affecting your work?
What support would help you do your best work?
Is there anything else you'd like me to understand?
Phase 03

Before you finish

Confirm:

What you've understood
Any information still needed
Next steps
When you'll follow up
Phase 04

After the conversation

Document

The employee's concerns
Workplace barriers discussed
Support requested
Commitments made
Next steps
Follow-up timeline
Your notes should reflect what the employee shared, and not your interpretation of it.
What to avoid
Reflect what the employee shared — not your interpretation of it.
Workspace

Prep checklist

Tick as you go. Add notes you'll want in the room.
Policies reviewed
Previous conversations checked
Open-ended questions prepared
No assumptions made
Follow-up process understood
Documentation ready
New
Meet Haven

Don't let your notes become another task.

You've prepared for the conversation. Haven takes care of what comes after.
Leave every conversation with:
Conversation summary
A structured summary of what was discussed.
Action items
Clear next steps, owners, and follow-ups.
Confidential record
A secure record you can revisit whenever you need it.
See Haven in action