Documenting the Discussion/Actions

Documenting the Discussion/Actions

When dealing with a performance challenge from this point forward creating written notes regarding your conversations becomes critical.

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Type:Video Vignettes
Learning Paths:Leadership, Personal Performance
Main Topic:Communication
Other Topics:Leadership, Assessing Performance, Problem Resolution
Competencies:Manage Performance, Managing for Peak Performance
Suggested Industry Usage:Healthcare, Office & General
Subject:Documenting the Discussion & Action Items
Source Program:Once and For All: Resolving Performance Challenges™
Trainer Comments:Create the document and sign two copies, one for your files and one for the employee. Ask the employee to sign. it’s an important way to show that he or she clearly understands expectations and consequences. If the employee refuses, make note of the refusal.

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