Image

No matter which option you select, the content will vary depending on the process step you are taking. Here are the basic differences:

•   Process Step 1: Verbal discussionDocumentation for this step focuses on the information conveyed, and the performance-improvement plan developed and agreed on, during the performance counseling session. It is a clear, faithful record of the session.

•   Process Step 2: Written discussionDocumentation for written discussion focuses on unmet expectations for improvement; it reminds the employee of his or her agreement to carry out the performance-improvement plan in Step 1, and of any developments that took place ...

Get The Manager's Pocket Guide to Documenting Employee Performance now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.