Discussing performance problems: 7 steps to success — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily
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Talking with employees about their performance problems can be an uncomfortable moment for any manager. But it’s also a crucial part of the job and, if done well, will ultimately make a manager’s job much easier.

Mastering Employee Discipline: Documentation Strategies and 101 Sample Write-Ups

Here are seven steps to planning and executing such discussions:

1. Schedule the meeting and set the stage. Make clear what the meeting is about and what you want to discuss. Help the employee feel at ease from the outset. But don’t get caught up in small talk.

Emphasize that this meeting is important and you want it to be productive. Provide an overview of what you want to discuss. Make it clear you don’t expect to do all the talking.

2. Describe the problem. Focus on the employee’s results and behavior in concrete, nonjudgmental terms. Cite specific examples and let the employee respond. Don’t throw out vague criticisms without having specifics to back them up. Example:

Too vague: “Your work has been sloppy lately.”

Specific: “Your last three reports have contained an unacceptable number of statistical errors. Let me show you …”

If there is more than one problem to discuss, address them individually. Don’t bring up new problems until you’ve thoroughly discussed the current one.

3. Reinforce performance standards. Your employee already should know the standards you expect, so review them and then move on.

If the employee challenges the validity of a standard, calmly state your reasons for requiring it, and gently steer the conversation back to the reasons the person didn’t comply. If necessary, refer to the employee’s job description.

Mastering Employee Discipline will show you how to document and discuss employee discipline in the most clear, accurate and legally safe way possible. Equally important, you’ll find out how to avoid “codifying the damage” to your company if a plaintiff's attorney ever attempts to use your disciplinary documents against you.

Best of all, your host is Paul Falcone, vice president of HR at Time Warner Cable and the man who wrote the best-selling book on the subject, 101 Sample Write-Ups for Documenting Employee Performance Problems: A Guide to Progressive Discipline & Termination. Get Mastering Employee Discipline

4. Develop a plan for improvement. Your preparation for the meeting should have included a plan for helping the employee improve. During the meeting, the employee may suggest additional solutions. Agree on a method for improving performance in the short run, and establish some options in case the first method proves ineffective.

5. Offer your help. Show your commitment by offering to help your employee obtain any necessary training, resources or other assistance to achieve the performance goals. Ask the employee what he or she needs to reach the goal.

6. Inject positive comments if possible. However, don’t be inaccurate just for the sake of being kind. If a poor-performing employee must eventually be terminated, a manager’s false praise could cause the employee to question the “real” reasoning for the termination. And that could spark a discrimination lawsuit.

7. Emphasize potential. Make sure to tell the employee that you believe in his or her ability to improve performance.

Mastering Employee Discipline will help you:
  • Master progressive discipline and effectively structure terminations.
  • Draft warnings, discipline and termination documents – the right way.
  • Save time and remove the anxiety from the discipline-documentation process.
  • Build confidence in your writing skills and improve your standing within the organization.
  • Shift responsibility for improvement away from the organization and back to the employee (where it rightfully belongs!).
  • Allow employees a chance to take ownership of their own performance improvement.
  • Erect a legal barrier against wrongful termination lawsuits.
  • Avoid the common mistakes employers make with their discipline policies and follow-through.
  • Employ alternatives to formal disciplinary warnings, including letters of clarification and decision-making leaves.
  • Discover how to use progressive discipline documents as a means to control performance, behavior and attendance problems … and cut costs.

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