2-Hour Virtual Seminar on Handling and Documenting An Underperforming Employee

Effectively managing under-performing employees is a critical skill for any manager or supervisor.

This webinar equips you with proven strategies to address performance issues constructively while protecting your organization from potential legal risks. You’ll learn how to identify the root causes of poor performance, implement practical improvement plans, and document actions in a way that is clear, consistent, and defensible. Whether you’re navigating a difficult conversation or preparing for a performance review, this session provides the tools and confidence you need to handle these challenges professionally and effectively.

Why should you Attend:

• Identify early warning signs of under-performance and assess its impact on the team and organization
• Develop a structured approach to address performance issues, including setting clear expectations and goals
• Conduct difficult conversations with employees to discuss performance concerns constructively
• Create effective performance improvement plans (PIPs) tailored to individual employee needs
• Document performance issues and related actions in a legally compliant and professional manner
• Recognize common legal pitfalls and implement strategies to minimize organizational risk
• Build a culture of accountability and continuous improvement within the workplace

• Understanding Under-Performance
  • Defining under-performance and its impact on the workplace
  • Common causes and contributing factors
  • Identifying patterns and early warning signs
• Preparing for the Conversation
  • Gathering data and evidence of under-performance
  • Setting objectives for the discussion
  • Creating a supportive and solution-focused environment
• Conducting Difficult Conversations
  • Effective communication techniques for addressing performance issues
  • Managing employee reactions and resistance
  • Building mutual understanding and setting expectations
• Performance Improvement Plans (PIPs)
  • Key components of a successful PIP
  • Setting measurable goals and timelines
  • Monitoring progress and providing ongoing feedback
• Documenting Performance Issues
  • Best practices for accurate and objective documentation
  • Legal considerations and compliance requirements
  • Maintaining confidentiality and professionalism
• Legal and Ethical Considerations
  • Understanding employee rights and employer responsibilities
  • Avoiding discrimination and retaliation claims
  • When and how to involve HR or legal counsel
• Fostering a Culture of Accountability
  • Encouraging continuous improvement and professional growth
  • Recognizing and rewarding positive changes
  • Preventing under-performance through proactive management

• Case studies and real-world scenarios
• Role-playing exercises for conducting conversations
• Q&A session to address specific challenges and questions

• Managers
• Supervisors
• And HR Professionals