Use this as a working checklist
Keep the opening calm. Do not overtalk, overpromise, or make a speech before you understand the work.
Ask what is working, what is stuck, and what they would change if they were in your role.
Do not react to the loudest issue. Look for patterns that repeat across conversations.
Choose one small change that creates relief without disrupting the whole system.
Start on time, end on time, capture blockers, and send short recaps.
Lead with the decision, not the backstory. Add context only when needed.
Define the outcome, constraints, checkpoint, and then do not hover.
Use observation, impact, and next step. Keep it factual and private.
Pause before saying yes. Name trade-offs instead of absorbing everything.
Stay warm, but separate friend lane from manager lane.
Progress, risk, ask, next. Short and steady beats impressive.
What became clearer? What is still unstable? What needs a standard, not a speech?