2. Meet again to discuss progress, what expectations are being met and not being met, get signature on that document.
3. Warn the employee that they will lose their job if they do not change their behavior, get signature on that document.
Written documentation is never an easy thing to put together. The best way to handle this is to have a system or process in place that you can lean on when there are challenges. For example, if you give someone a list of tasks they must accomplish every day in order for your business to succeed, and you have them sign that document, then you have established expectations. That’s a great start! If you formalize these lists, they are the basis of job descriptions (a key employment document along with an employee handbook).
“This is a written warning. Your job is in jeopardy. It is essential that you take
the necessary steps to improve your performance and to sustain that improvement.
Failure to do so may result in further disciplinary action, up to and including
termination of your employment.”
I especially like the bolded part, because it makes it very clear that you are the decision maker, and you will take action if the employee does not improve.
- Say what needs to be said in as few words as possible. Do not hesitate during your delivery of this message, because hesitation creates tension.
- Be as honest about what you and the business need to succeed, and what actions the person is/was doing that negatively affected those needs.
- Maintain eye contact with them when you say things like, “I know you are a good person, and some of the tasks you did for the organization were good.”
- But drop your eyes, and be as respectful and kind as you can when you deliver, “I know this is very difficult to hear, but as your manager, I must say it.” And, “We both know this situation wasn’t working well, and there will be other, better opportunities for both sides.”
- Let the person maintain their dignity. Do not make them clear out their desk/cube/locker on a Friday at 3pm, in front of the rest of the staff. Attempt to have the meeting when others will not be around to witness it.
- Never agitate the situation, even if provoked. For example, if the person tells you that you are a heartless (insert expletive), do not respond with, “You’re fired! I’m glad you’re gone!” Let the person walk away with the last word, because it may make them feel a bit better about getting that last word. If you must respond, then say something disarming like, “I am really sorry you feel that way. I truly hope you find another opportunity that makes you happier."
While it is never easy to end someone’s employment, it is a necessary and essential part of a manager or owner’s job. It’s telling the truth, and holding people accountable. The good news is, if you begin documenting expectations BEFORE there are issues, these processes are easier, and also less frequent.
Remember to follow the three step process, making sure to document each step in writing, and to deliver the message in a respectful, calm, and prepared fashion, and you will be able to complete this very difficult process.

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