Holding Conversations regarding Performance Concerns

 
Situation
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Situation
General information of the situation

Situation

The situation is where you start. You learn by dealing with real-life work situations. Provide a short description of the situation for the learners to work on. Along the way, you will impact results.
Sitches are situations, jams, issues, errors, gaps, troubles, stoppages and many others to fix and solve. They are also opportunities to improve, grow, expand, and introduce better, faster and cheaper ways to get the desired results.
What is your Situation and Question?
Team Leaders struggle with how to hold conversations with Team Members regarding performance concerns and issues
What's the biggest challenge?
How to conduct conversations with regarding performance concerns that is: (1) Supporting, motivating, focused on helping the employee succeed (2) Clearly communicates employee accountability for the required behavioral change(s) (3) Clearly outlines potential consequences if change does not occur (corrective actions up to and including termination) (4) Documents the conversation in a way that can legally support any needed corrective action that might be required later in the process We have managers who hold initial conversations and address performance issues but do not document and then later after they feel they have given their employee ample opportunity for change, they want to take corrective action. We cannot take action because there is no paper trail showing expectations where clarified and coaching and opportunity for change provided. The problem is that managers hesitate to officially document the initial conversations as they wanted those conversations to be positive and felt official documentation seemed negative (they did not know how to hold the conversation).. they wanted to give the employee a chance to "change first".
What's the objective?
Ensure managers can successfully hold conversations about performance concerns that promotes thoughtful dialogue, direction, resources, support to enable the employee to succeed while simultaneously following official processes and providing needed paper trail documentation.
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Ray Jimenez, PhD    
March 26, 2020