• Coaching and counseling. What’s the purpose?

  • Keeping it simple: The Three Tiers of documentation/ communication

  • Proper documentation? How important are the little details?

  • Progressive discipline: What is that?

  • Objective vs Subjective

  • Questions?

  • Ultimately, the goal of coaching and counseling is to improve associate performance, create adherence to policies and/or procedures, or to correct behavior that is not meeting expectations.

  • Tier #1: The expectation. This is what we are all judged on. The standard that is set.

  • Tier #2: How expectations or standards are not being met.

  • Tier #3: The expectation moving forward.

  • Everything we put on paper are legal documents that may be used in legal proceedings! The “little details” can and will be used against us.

  • It simply means that we are taking steps to make sure the associate is being properly trained, coached, notified, etc.

  • Objective means that we can measure it against a standard, and is more black and white. Examples include whether a task was completed, whether an associate clocked in on time, etc.

  • Subjective means that there is gray area, and can be influenced by outside factors. Examples include “being a team player”, the nature of someone’s attitude, etc. Things that cannot be easily measured.

  • So what are the expectations? They are in the handbook! When was the last time YOU read the Employee Handbook?

  • How do we know what is expected? How do we know the standards and policies and procedures?

  • Generally these are policy violations, substandard performance, unprofessional conduct, etc. By having communication, we are notifying the associate that they are not meeting our expectations.

  • We have reviewed the previously mentioned expectation, provided re-training if appropriate, and notified the associate that they are expected to meet the expectation moving forward.

    • All blanks should be filled in accurately, including dates, names, details, etc.
    • Spelling, punctuation, grammar, are all equally important
  • What box to click on the documentation (counseling, 1st written, 2nd, final, etc.) can be tricky, but that’s why we are here!

  • All associates begin learning during orientation! Certain expectations are communicated during NHO, and they are also given a copy of the handbook. Departmental training also communicates standards and expectations.

  • Progression is important for many reasons. There will be exceptions, but please always check with HR on what has already been documented.

{"cards":[{"_id":"42ebf3b79a533adb8100000f","treeId":"42ebf3a49a533adb8100000d","seq":14721,"position":1,"parentId":null,"content":"Coaching and counseling. What's the purpose?"},{"_id":"42ebf6269a533adb81000010","treeId":"42ebf3a49a533adb8100000d","seq":14722,"position":1,"parentId":"42ebf3b79a533adb8100000f","content":"Ultimately, the goal of coaching and counseling is to improve associate performance, create adherence to policies and/or procedures, or to correct behavior that is not meeting expectations."},{"_id":"42ec036c9a533adb81000012","treeId":"42ebf3a49a533adb8100000d","seq":14723,"position":1,"parentId":"42ebf6269a533adb81000010","content":"So what are the expectations? They are in the handbook! When was the last time YOU read the Employee Handbook?"},{"_id":"42ec053d9a533adb81000013","treeId":"42ebf3a49a533adb8100000d","seq":14731,"position":2,"parentId":null,"content":"Keeping it simple: The Three Tiers of documentation/ communication"},{"_id":"42ec06a59a533adb81000014","treeId":"42ebf3a49a533adb8100000d","seq":14726,"position":1,"parentId":"42ec053d9a533adb81000013","content":"Tier #1: The expectation. This is what we are all judged on. The standard that is set. "},{"_id":"42ec08ac9a533adb81000015","treeId":"42ebf3a49a533adb8100000d","seq":14727,"position":1,"parentId":"42ec06a59a533adb81000014","content":"How do we know what is expected? How do we know the standards and policies and procedures?"},{"_id":"42ec0a789a533adb81000016","treeId":"42ebf3a49a533adb8100000d","seq":15108,"position":1,"parentId":"42ec08ac9a533adb81000015","content":"All associates begin learning during orientation! Certain expectations are communicated during NHO, and they are also given a copy of the handbook. Departmental training also communicates standards and expectations."},{"_id":"42ec13559a533adb81000017","treeId":"42ebf3a49a533adb8100000d","seq":14732,"position":2,"parentId":"42ec053d9a533adb81000013","content":"Tier #2: How expectations or standards are not being met."},{"_id":"42ec14be9a533adb81000018","treeId":"42ebf3a49a533adb8100000d","seq":14733,"position":1,"parentId":"42ec13559a533adb81000017","content":"Generally these are policy violations, substandard performance, unprofessional conduct, etc. By having communication, we are notifying the associate that they are not meeting our expectations."},{"_id":"42ec180e9a533adb81000019","treeId":"42ebf3a49a533adb8100000d","seq":14734,"position":3,"parentId":"42ec053d9a533adb81000013","content":"Tier #3: The expectation moving forward."},{"_id":"42ec18869a533adb8100001a","treeId":"42ebf3a49a533adb8100000d","seq":15121,"position":1,"parentId":"42ec180e9a533adb81000019","content":"We have reviewed the previously mentioned expectation, provided re-training if appropriate, and notified the associate that they are expected to meet the expectation moving forward."},{"_id":"42ec1f469a533adb8100001b","treeId":"42ebf3a49a533adb8100000d","seq":14736,"position":3,"parentId":null,"content":"Proper documentation? How important are the little details?"},{"_id":"42ec21129a533adb8100001c","treeId":"42ebf3a49a533adb8100000d","seq":14739,"position":1,"parentId":"42ec1f469a533adb8100001b","content":"Everything we put on paper are legal documents that may be used in legal proceedings! The \"little details\" can and will be used against us."},{"_id":"42ec27989a533adb8100001d","treeId":"42ebf3a49a533adb8100000d","seq":14740,"position":1,"parentId":"42ec21129a533adb8100001c","content":"- All blanks should be filled in accurately, including dates, names, details, etc. \n- Spelling, punctuation, grammar, are all equally important"},{"_id":"42ec2af49a533adb8100001e","treeId":"42ebf3a49a533adb8100000d","seq":14742,"position":4,"parentId":null,"content":"Progressive discipline: What is that?"},{"_id":"42ec2d8f9a533adb8100001f","treeId":"42ebf3a49a533adb8100000d","seq":14745,"position":1,"parentId":"42ec2af49a533adb8100001e","content":"It simply means that we are taking steps to make sure the associate is being properly trained, coached, notified, etc."},{"_id":"42ec2f159a533adb81000020","treeId":"42ebf3a49a533adb8100000d","seq":14747,"position":1,"parentId":"42ec2d8f9a533adb8100001f","content":"What box to click on the documentation (counseling, 1st written, 2nd, final, etc.) can be tricky, but that's why we are here!"},{"_id":"42ec34a49a533adb81000022","treeId":"42ebf3a49a533adb8100000d","seq":14801,"position":1,"parentId":"42ec2f159a533adb81000020","content":"Progression is important for many reasons. There will be exceptions, but please always check with HR on what has already been documented."},{"_id":"42ec7fc19a533adb81000023","treeId":"42ebf3a49a533adb8100000d","seq":14807,"position":5,"parentId":null,"content":"Objective vs Subjective"},{"_id":"42ec807a9a533adb81000024","treeId":"42ebf3a49a533adb8100000d","seq":14810,"position":1,"parentId":"42ec7fc19a533adb81000023","content":"Objective means that we can measure it against a standard, and is more black and white. Examples include whether a task was completed, whether an associate clocked in on time, etc."},{"_id":"42ec83cf9a533adb81000025","treeId":"42ebf3a49a533adb8100000d","seq":14813,"position":2,"parentId":"42ec7fc19a533adb81000023","content":"Subjective means that there is gray area, and can be influenced by outside factors. Examples include \"being a team player\", the nature of someone's attitude, etc. Things that cannot be easily measured."},{"_id":"42ec89f89a533adb81000027","treeId":"42ebf3a49a533adb8100000d","seq":14814,"position":6,"parentId":null,"content":"Questions?"}],"tree":{"_id":"42ebf3a49a533adb8100000d","name":"Coaching and couseling","publicUrl":"documentation"}}