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Another helpful tool in preparing for the disciplinary or coaching conversation is to consider all aspects of the performance issue. The following checklist should help you plan your discussion and approach. Before conducting employee so unsealing or disciplinary action, answer the questions below about the employee and the situation. Doing so will help you focus on the level of action needed to correct or respond to the situation.
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1. Does the employee know what is supposed to be done and when?
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2. Have I defined the job description and skills required to do the job?
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3. Does the employee have the skills required to do the job?
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4. Has the employee been trained sufficiently in the organizational culture and skills needed to do the job?
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5. Do I have the time it will take to sufficiently train and orient this person?
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6. Have I adequately defined the on-going job performance expectations for the employee?
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7. If no, can anyone do the job? Is the standard realistic?
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8. If no, can I revise the standards?
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9. What is the specific difference between the present performance level and the desired performance level?
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10. Is the difference important?
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11. Define the impact the performance problem has on...
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You:
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Employee:
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The unit:
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The team:
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The organization:
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The customer/client:
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12. Does the employee want the job?
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13. Does the employee have adequate resources to do the job?
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If no, what specific obstacles?
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14. Are obstacles beyond the employee's control affecting performance?
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If yes, what specific obstacles?
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Can these obstacles be removed?
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If yes, what does the employee need from me during this time to help meet minimal performance standards?
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15. Are consequences positive for positive performances?
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16. Have I been giving high-quality feedback?
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If no, how can I improve?
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17. Have I given immediate reinforcement for improvements?
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18. Have I been inadvertently rewarding poor performance by ignoring it rather than coaching to correct it?
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19. Does the employee trust me and fell I am here to help him/her be successful in this job?
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If no, what specifically can I do to build the trust?
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20. Do I have a plan to develop the employee's skill or motivation?
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If yes, describe the plan in detail below:
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If no, develop a plan before conducting a session. Then, during your session, be sure you solicit the employee's idea first before adding your own. Seriously consider the employee's ideas, and try to develop a plan that blends your ideas with us or hers.
