Managing Employee Performance

A comprehensive training for managers on effectively addressing and improving poor performance

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Understanding Poor Performance

Before addressing poor performance, it's crucial to understand its root causes and manifestations. Poor performance can stem from various factors including lack of skills, personal issues, unclear expectations, workplace environment and how well your team works together.

Click on each level to see how different performance levels might manifest in your team members.

Unacceptable Needs Improvement Meets Expectations Exceeds Expectations Outstanding

The Performance Improvement Process

Click on each step to show see the process to address performance issues effectively and professionally:

1

Identify the Issue

Clearly define what constitutes poor performance with specific examples and measurable criteria.

2

Gather Evidence

Document instances of poor performance with dates, details, and impact on the team or organization.

3

Prepare for the Conversation

Plan what you'll say, anticipate responses, and choose an appropriate time and place.

4

Conduct the Meeting

Address the issue directly but compassionately, focusing on behaviors rather than personality.

5

Develop an Action Plan

Collaboratively create clear, achievable goals with deadlines and support mechanisms.

6

Follow Up

Schedule regular check-ins to monitor progress and provide ongoing feedback and support.

Common Scenarios

Explore these common performance scenarios and how to handle them effectively:

Scenario 1: Missed Deadlines

An employee who was previously reliable has started missing important deadlines, causing delays for the team.

1. Issue a formal written warning immediately
2. Schedule a private meeting to understand the reasons
3. Publicly call out the missed deadlines in a team meeting

Scenario 2: Quality Decline

A team member's work quality has noticeably declined, with frequent errors and a growing need for revisions.

1. Reassign the employee’s tasks to another team member without discussion
2. Arrange a one-on-one conversation to explore potential causes and offer support
3. Criticize the employee's mistakes publicly to motivate better performance

Scenario 3: Negative Attitude

An employee’s persistent negative attitude is starting to affect team morale and collaboration efforts.

1. Address the issue privately and ask open-ended questions to understand their concerns
2. Ignore the behavior, assuming it will improve on its own
3. Announce new team conduct rules in a group meeting without identifying anyone

Interactive Role Play

Practice your skills in this simulated performance conversation:

I know my work hasn't been great lately, but I've been dealing with some personal issues at home.

How would you respond as the manager?

"That's no excuse. You need to improve immediately."
"I understand personal issues can be challenging. Can you tell me more about what's going on?"
"We all have problems. Just focus on your work."
"I appreciate you sharing that. Let's discuss how we can support you while ensuring work standards are met."

Performance Improvement Timeline

A typical performance improvement process follows this timeline:

Day 1

Initial Conversation

Private meeting to discuss performance concerns and expectations.

Day 7

Follow-Up Check

Brief meeting to assess initial progress and provide feedback.

Day 14

Formal Review

Structured evaluation of progress with documented feedback.

Day 30

Final Assessment

Decision point on whether performance has improved sufficiently.

Knowledge Check

Test your understanding with these interactive questions:

1. When addressing poor performance, your first step should be:

Document specific examples of the performance issue
Immediately issue a formal warning
Discuss the issue with other team members
Wait to see if the problem resolves itself

2. When giving feedback about poor performance, you should:

Focus on the person's character traits
Address specific behaviors and their impact
Compare the employee to their coworkers
Make general statements about their performance

Additional Resources

Download these tools to support your performance management efforts:

📝

Performance Discussion Guide

A step-by-step template for conducting effective performance conversations.

Download
📊

Performance Tracking Sheet

Document and monitor performance issues and improvement plans.

Download
🎧

Feedback Techniques Audio

Audio examples of effective and ineffective feedback delivery.

Download