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The Manager's Pocket Guide to Documenting Employee Performance

Book Description

This guide will help you document and change unwanted work behaviors before they become issues for termination. It includes information on a four-step progressive discipline process and how to apply it; clarifying gaps in execution vs. gaps in knowledge; behavior modification through corrective action; a process for documenting performance issues; and a look at the legal framework surrounding discipline. This guide provide a quick and valuable source for any manager or HR professional. If you are seeking an easy to read and comprehensive source for managing downsizing - this is it.

Table of Contents

  1. Cover
  2. Title
  3. Copyright
  4. Dedication
  5. Table of Contents
  6. Foreword
  7. Preface
  8. Introduction
    1. The Purpose of the Guidebook
    2. How to Use the Guidebook
      1. Worksheet: Employer Audit to Assess Liability
  9. 1. The Essential Definitions
    1. Discipline
    2. Discussion
    3. Documentation
    4. Coaching
      1. Worksheet: The Manager’s Coaching Self-Profile
    5. Due Process
    6. Employment at Will
  10. 2. Discipline: The Basics
    1. Recognizing the Need for Discipline
    2. Utilizing a Four-Step Process
      1. Exercise: The Case of John Wasastar
    3. Working Through the Phases of Discipline
    4. Providing Quality Feedback
  11. 3. Administering Discipline: The Rules
    1. Disciplinary Ground Rules
    2. The Ground Rules as Legal Safeguards
  12. 4. The Performance Counseling Session
    1. The Purpose of the Session
    2. Session Preparation, Format, and Follow-Up
    3. Handling Feedback and Reactions to Feedback
    4. Gaining Commitment to Change
      1. Form: Performance Enhancement Plan
  13. 5. Documentation
    1. Documenting Discipline: Your Primary Goal
    2. Options: Letter Format or Action Form
      1. Sample: Disciplinary Action Form: Simplified
    3. The Letter Format
    4. The Disciplinary Action Form
      1. Sample: Disciplinary Action Form: Detailed
    5. The Effective Use of Language
      1. Exercise: Disciplinary Action Form
  14. 6. Termination: Procedure and Documentation
    1. Performance-Related Termination
    2. Immediate Termination
    3. Pitfalls and Pratfalls of Termination
  15. 7. Specific Problems and Solutions
    1. Absenteeism and Tardiness
    2. Physical Acts of Violence: Fighting
    3. Harassment
    4. The Best Solution: People First
  16. Appendices
    1. Appendix A: A Ready Reference
    2. Appendix B: Optional Exercises
  17. Index
  18. About the Author