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Documenting and Disciplining

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Have a problem employee but aren’t sure what to do with them (or what you can do with them legally)? Not sure when to begin discipline or what to document when dealing with employees? This is the program for you! We will discuss specific, legal strategies that will help you work with employees to try to help them get back on track. These strategies include” documenting (the legal way), coaching and counseling for improved performance, and applying progressive discipline. This program also includes guidelines for making a decision to terminate an employee if the employee chooses not to meet their expectations.

Documenting & Disciplining will take you approximately two hours to complete. You can do it all at once or in parts (you will restart from wherever you leave off). After you complete the course all the way through, you can revisit any lessons/topics you’d like – as many times as you’d like over the next 6 months. Let’s get started! Click on Lesson 1 below to get started on Documenting and Disciplining!

 

Course Content

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Lessons Status
1

Participant Guide for Documenting and Disciplining Program

2

Introduction

3

Count the F’s

4

Performance Improvement - What It Is and Isn't
  • The Vast Majority of Employees Want to do a Good Job

5

FOSA – A Documentation and Difficult Conversation Process
  • Introduction to FOSA
  • Video "Documenting Discipline"
  • What Would You Do Differently?
  • What is FOSA?

6

FOSA Case Study
  • FOSA Case Study Debrief - F
  • FOSA Case Study Debrief - O
  • FOSA Case Study Debrief - S
  • FOSA Case Study Debrief - A

7

Documenting Reviews/Coaching
  • If it wasn’t documented, …
  • Where do you document?
  • How do you find time to document?
  • What does it mean to be fair and consistent?
  • What if you didn’t see it yourself?
  • What do you do with your documentation after an employee leaves?
  • We are an at-will state. Why do we have to do all of this?
  • Once I reach a certain level in an organization (VP, CFO, CEO, etc.), I shouldn’t have to do this stuff anymore, right?

8

Progressive Discipline
  • Define Discipline
  • Reframe Discipline
  • Progressive Discipline Inverted Pyramid
  • Why an inverted pyramid?
  • Declining Performance
  • Formal Discipline – Questions to Consider
  • Differences in Verbal, Written, and Final Warning

9

Termination
  • Not a how-to…
  • Is stealing immediate termination?
  • A Few Things to Consider…

10

Assignments - Finding Out About Your Company’s Form and Policies

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Course Navigation

Participant Guide for Documenting and Disciplining Program
Introduction
Count the F’s
Performance Improvement - What It Is and Isn't
  • The Vast Majority of Employees Want to do a Good Job
FOSA – A Documentation and Difficult Conversation Process
  • Introduction to FOSA
  • Video "Documenting Discipline"
  • What Would You Do Differently?
  • What is FOSA?
FOSA Case Study
  • FOSA Case Study Debrief - F
  • FOSA Case Study Debrief - O
  • FOSA Case Study Debrief - S
  • FOSA Case Study Debrief - A
Documenting Reviews/Coaching
  • If it wasn’t documented, …
  • Where do you document?
  • How do you find time to document?
  • What does it mean to be fair and consistent?
  • What if you didn’t see it yourself?
  • What do you do with your documentation after an employee leaves?
  • We are an at-will state. Why do we have to do all of this?
  • Once I reach a certain level in an organization (VP, CFO, CEO, etc.), I shouldn’t have to do this stuff anymore, right?
Progressive Discipline
  • Define Discipline
  • Reframe Discipline
  • Progressive Discipline Inverted Pyramid
  • Why an inverted pyramid?
  • Declining Performance
  • Formal Discipline – Questions to Consider
  • Differences in Verbal, Written, and Final Warning
Termination
  • Not a how-to…
  • Is stealing immediate termination?
  • A Few Things to Consider…
Assignments - Finding Out About Your Company’s Form and Policies

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ABOUT PEOPLEWORKS, INC.

Since 1998, we’ve been creating and delivering customized interactive training programs, workshops, seminars, keynotes, and coaching sessions. Contact us today to learn more about how we can partner with you!

FROM OUR CLIENTS

“It was an amazing experience to work with you! Since our conference I have traveled around the state and EVERYONE has told me it was the BEST conference of all time. They had fun, learned many things and several people have said ‘I could have listened to her for 2 full days’. Great job KATHY!!”
—Sara Persons, Statewide Coordinator, Children & Families of Iowa

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