confeplanet


Handling and Documenting a Under-Performing Employee

All Days
Human Resources | Recorded Webinar | Duration: 120 Minutes
Chris Devany

Live webinar instructions will be emailed to you 3 days prior to the event. || The recording, digital download, and full transcript will be available within 48 hours after the webinar.
Description

Effectively managing under-performing employees is a critical skill for any manager or supervisor. This webinar equips you with proven strategies taddress performance issues constructively while protecting your organization from potential legal risks. You’ll learn how tidentify 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 thandle these challenges professionally and effectively.

Learning Objectives:

By the end of this webinar, participants will be able to:

  1. Identify early warning signs of under-performance and assess its impact on the team and organization.
  2. Develop a structured approach taddress performance issues, including setting clear expectations and goals.
  3. Conduct difficult conversations with employees tdiscuss performance concerns constructively.
  4. Create effective performance improvement plans (PIPs) tailored tindividual employee needs.
  5. Document performance issues and related actions in a legally compliant and professional manner.
  6. Recognize common legal pitfalls and implement strategies tminimize organizational risk.
  7. Build a culture of accountability and continuous improvement within the workplace.

Outline of Topics We Will Address:

1. Understanding Under-Performance

  • Defining under-performance and its impact on the workplace
  • Common causes and contributing factors
  • Identifying patterns and early warning signs

2. Preparing for the Conversation

  • Gathering data and evidence of under-performance
  • Setting objectives for the discussion
  • Creating a supportive and solution-focused environment

3. Conducting Difficult Conversations

  • Effective communication techniques for addressing performance issues
  • Managing employee reactions and resistance
  • Building mutual understanding and setting expectations

4. Performance Improvement Plans (PIPs)

  • Key components of a successful PIP
  • Setting measurable goals and timelines
  • Monitoring progress and providing ongoing feedback

5. Documenting Performance Issues

  • Best practices for accurate and objective documentation
  • Legal considerations and compliance requirements
  • Maintaining confidentiality and professionalism

6. Legal and Ethical Considerations

  • Understanding employee rights and employer responsibilities
  • Avoiding discrimination and retaliation claims
  • When and how tinvolve HR or legal counsel

7. Fostering a Culture of Accountability

  • Encouraging continuous improvement and professional growth
  • Recognizing and rewarding positive changes
  • Preventing under-performance through proactive management

Interactive Components:

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

This webinar is designed for managers, supervisors, and HR professionals seeking actionable strategies thandle under-performance effectively while maintaining a fair and supportive workplace.

Rhanda McKown

Chris Devany

Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm that focuses on management and organization development. Pinnacle’s clients include global organizations such as Visa International, Cadence Design Systems, Coca-Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger, and over 500 other organizations in 22 countries.  He also has consulted with government agencies from the United States, the Royal Government of Saudi Arabia, Canada, the Cayman Islands, and the United Kingdom. He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity, and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management.  His book, “90 Days to a High-Performance Team”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers, and team leaders improve performance.  He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change, and other topical business issues.  He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International, and National Speakers Association.  Chris is an award-winning Toastmasters International Competition speaker.  He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist, and seminar leader. Chris has distinguished himself professionally by serving multiple corporations as a manager and trainer of sales, operations, project management, IT, customer service, and marketing professionals.  Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care, and Marriott Corporation.  He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service, and marketing strategies, organizing inbound and outbound call center programs, training and developing management and new hires, and fostering corporate growth through creative change and innovation initiatives.  Chris holds degrees in management studies and organizational behavior from Boston University.  He has traveled to 22 countries and 47 states throughout his career.

Live webinar training is a virtual event that takes place in real time, where a speaker presents information, and participants can interact through a web conferencing platform.
Login to your dashboard and get your Live Instruction. You will also receive a notification via email. Live instructions will be emailed 12 hours before the live webinar.
Recording and Transcript will be available 24 hours after the live date.
Login to your dashboard and download the presentation (PDF).
A Digital Download is a digital file (webinar, video, audio, or other content) that can be downloaded and used without further processing. The download link is valid for 30 days. Please save it to your local storage for lifetime access. This link is unique to you and should not be shared.
Login to your dashboard and click on Digital Download. Download instructions will also be sent via email.
A transcript is a written record of the spoken words in a webinar, including presenter content and participant questions. It can be accessed within 30 days.
Login to your dashboard and download the transcript (PDF). Download instructions will also be emailed. The transcript is available for 30 days.
An on-demand session is a pre-recorded webinar that can be watched anytime with 30 days’ access.
Login to your dashboard and watch the recording. Instructions will also be emailed. Access is valid for 30 days with unlimited views.
Login to your dashboard and download the Invoice (PDF). A confirmation email will also be sent once the order is confirmed.
You can download the registration form or request a call.
Login to your dashboard, go to My Profile, and change your password.