1 00:00:00,391 --> 00:00:02,539 What we're talking about is FOSA. 2 00:00:02,665 --> 00:00:06,813 That's shorthand for Facts, Objectives, Solutions, and Action. 3 00:00:07,230 --> 00:00:10,903 Now, when you're documenting discipline these are the things you must include. 4 00:00:11,340 --> 00:00:13,538 The system won't just help you in lawsuits. 5 00:00:13,551 --> 00:00:15,859 It could help keep you out of court altogether. 6 00:00:15,981 --> 00:00:17,710 So, you mean we should build a paper trail 7 00:00:17,723 --> 00:00:19,417 in order to fire the problem employee. 8 00:00:19,430 --> 00:00:21,046 It may seem that way at first, 9 00:00:21,059 --> 00:00:23,645 but our real goal is to try to help the employee succeed. 10 00:00:23,942 --> 00:00:26,215 So, the idea is to avoid termination? 11 00:00:26,410 --> 00:00:27,167 Right. 12 00:00:27,180 --> 00:00:29,191 Termination is the last resort 13 00:00:29,204 --> 00:00:31,742 and FOSA can help you become better managers by giving you 14 00:00:31,755 --> 00:00:34,733 a fair and consistent way of dealing with those employees. 15 00:00:34,746 --> 00:00:36,329 It sounds like a lot of paperwork. 16 00:00:36,590 --> 00:00:37,394 Not really. 17 00:00:37,407 --> 00:00:39,711 Take a look at the incidence diaries in front of you. 18 00:00:40,079 --> 00:00:42,149 What? This planner? It's just a calendar. 19 00:00:42,282 --> 00:00:45,259 Right. That's all you need to record incidents when they occur. 20 00:00:45,470 --> 00:00:47,899 It becomes your reference for the documenting you will do later. 21 00:00:48,033 --> 00:00:49,923 And what's a typical entry look like? 22 00:00:51,212 --> 00:00:54,313 It should be brief, specific, and focused on behavior. 23 00:00:54,352 --> 00:00:56,417 So, for today, for example you might write: 24 00:00:56,430 --> 00:00:59,339 George. Late for work third time this month. 25 00:00:59,352 --> 00:01:02,235 Counseled him on the importance on being on time each day. 26 00:01:02,469 --> 00:01:05,849 Or, Thursday. Tom miscalculated budget. 27 00:01:06,032 --> 00:01:08,939 Will require six hours overtime. Oral warning. 28 00:01:10,368 --> 00:01:10,816 See? 29 00:01:10,829 --> 00:01:14,735 Short factual notes on the what the employee has done and what I have done. 30 00:01:15,477 --> 00:01:17,080 And, what do we do with this information? 31 00:01:17,219 --> 00:01:19,879 You use your notes to write a disciplinary action memo. 32 00:01:20,032 --> 00:01:21,349 What, what goes in that? 33 00:01:21,477 --> 00:01:22,720 Just the facts ma'am. 34 00:01:23,620 --> 00:01:27,289 Facts are not gossip, opinions, or judgment. 35 00:01:27,446 --> 00:01:31,681 Facts are what happened, where it happened, when it happened. 36 00:01:32,423 --> 00:01:34,800 Who can give me an example of a factual entry? 37 00:01:36,280 --> 00:01:39,717 Okay, this morning at 9:30 my careless administrative assistant 38 00:01:39,730 --> 00:01:41,787 sent me into a meeting with a quarterly report 39 00:01:41,800 --> 00:01:44,086 that made no sense and made me look like a fool. 40 00:01:44,267 --> 00:01:46,419 Okay let's look at that. 41 00:01:46,586 --> 00:01:49,609 First, careless administrative assistant. 42 00:01:49,719 --> 00:01:52,223 That's judgmental. How was she careless? 43 00:01:52,590 --> 00:01:56,085 Well, she procrastinates and when she finally does hand it over, 44 00:01:56,098 --> 00:01:57,411 it makes no sense. 45 00:01:57,630 --> 00:01:58,442 Better. 46 00:01:58,771 --> 00:02:01,733 What do you mean the quarterly report makes no sense? 47 00:02:02,150 --> 00:02:03,867 It's full of omissions and errors. 48 00:02:03,880 --> 00:02:05,678 Good. Those are the facts. 49 00:02:05,928 --> 00:02:07,826 The part about making you look like a fool. 50 00:02:08,080 --> 00:02:09,834 Opinion. Got it. 51 00:02:09,998 --> 00:02:12,582 Another way to identify a fact is to use your senses. 52 00:02:12,595 --> 00:02:16,412 What did you see, what did you hear, what did you taste, touch, or smell? 53 00:02:16,772 --> 00:02:19,649 Let's say you think an employee is a sloppy worker. 54 00:02:19,910 --> 00:02:22,313 Give me an example of some facts you might put down. 55 00:02:22,516 --> 00:02:25,837 How about... I saw the materials lying on the floor 56 00:02:25,850 --> 00:02:28,599 after the employee had used them and gone home. 57 00:02:28,711 --> 00:02:29,711 Sight. Good. 58 00:02:29,899 --> 00:02:34,979 Umm... I ran my hand across the floor, and it was greasy and slippery. 59 00:02:35,050 --> 00:02:35,976 Touch. 60 00:02:36,266 --> 00:02:37,697 I heard someone telling a coworker 61 00:02:37,710 --> 00:02:39,585 that checking for errors is too much trouble. 62 00:02:40,046 --> 00:02:40,817 Hearing. 63 00:02:40,830 --> 00:02:44,225 Those are all observable, specific, and factual. 64 00:02:44,500 --> 00:02:46,811 Good work. Let's take a break. 65 00:02:50,405 --> 00:02:52,027 So sorry to interrupt. 66 00:02:52,040 --> 00:02:55,997 Fred, the printing company is screaming for an annual meeting schedule 67 00:02:56,010 --> 00:02:57,557 and Lorie hasn't finished it. 68 00:02:57,570 --> 00:02:58,659 Yeah, okay. 69 00:02:59,019 --> 00:03:01,690 I'm sorry Claudia. I've got to go do somebody else's job. 70 00:03:01,823 --> 00:03:03,197 Is that an excuse? 71 00:03:03,210 --> 00:03:05,612 No unfortunately, that's a fact.