Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Counseling Checklist for Supervisors
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Good planning and follow-up can help you avoid many common pitfalls in counseling. The following checklist can help you prepare. You might want to print a copy of this checklist for future reference using the "Print this checklist" link at the bottom of the page. For more specific information on employee counseling, please explore the following GOER courses: EAP for Supervisors Make New York a Drug and Alcohol Free Workplace Using Effective Counseling to Improve Employee Productivity
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1. Does the employee know what is supposed to be done and by when?
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2. Does the employee have:
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- the information needed to do the job?
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- the skills needed to do the job?
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- the resources needed to do the job?
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3. Have I adequately defined the job performance expectations?
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4. Does the problem have an adverse effect on:
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- the employee?
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- the co-workers/team?
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- the unit?
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- the agency?
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- myself as a supervisor?
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5. Are any obstacles beyond the employee's control getting in the way?
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6. Have I been inadvertently rewarding poor performance by my silence or behavior?
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7. Is anyone else exhibiting the same problem?
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8. Is there a pattern with this employees?
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9. Have I contacted my employee relations office for guidance?
