Resources – Evaluating & Coaching Your Team

In this module you will compare an employee’s performance with the job expectations, and consider performance strengths and gaps.

Videos

Training 3 – Evaluate Your Team for Job Fit

In this video you will learn:

  • How to gather information about an employee’s talents and traits.
  • An easy system to identify areas of Job Fit and causes of performance gaps.
  • 10 reasons employees aren’t doing their job — and a solution for each.
  • A specific process to determine if training is a solution.

Training 4 – Coaching Your Team for Top Performance

In this video you will learn:

  • What is expected in the role of a “modern” manager.
  • Should you be a “jerk” or be “nice? Why neither is an effective style and what to do instead.
  • 9 benefits of coaching and performance discussions—for managers and staff.
  • Role and when to use the 3 major types of feedback

Documents

Articles/ resources

 

To your People success,

-Diana Southall, People Coach and creator of the People Plan™

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If you are ready to create your own People Plan, learn more about our Toolkit resources.

Resources – Documents and Templates

Resources – Documents and Templates

Job Responsibility Profile Template

Worksheet – Evaluate for Job Fit

Worksheet – Staff Summary Rating

Employee Performance Meeting Outline – “DESC”

Training Checklist


 

If you are ready to create your own People Plan, learn more about our Toolkit resources.

If you have questions about the content or suggestions to improve, you can contact us below. My team reads every email and will respond with resources or suggestions.

Contact Us

Resources – Articles

5 Keys to Finding A Great Employee

How Can I Turn Every Employee Into a Top Performer

Getting a Low Performer “Back on Track”

How to Get Employees Doing the Right Things

What Kind of Boss Are You?

Clarifying Job Expectations

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If you are ready to create your own People Plan, learn more about our Toolkit resources.

If you have questions about the content or suggestions to improve, you can contact us below. My team reads every email and will respond with resources or suggestions.

Contact Us

Resources – Videos

Resources – Videos

9 Steps to Build A Fabulous Team

Clarifying Job Expectations

Evaluating Employees For Job Fit

Coaching Your Team for Top Performance

Performance Discussions

Training & Development

13 Total Rewards for Employee Engagement

Recruiting & Selecting ‘A’ Players


If you are ready to create your own People Plan, learn more about our Toolkit resources.

If you have questions about the content or suggestions to improve, you can contact us below. My team reads every email and will respond with resources or suggestions.

Contact Us

Modules 6 & 7 – Individual Development Action Plans

 Action Items

  • Training video: Training & Developing Employees for Retention and Growth
  • Employee follow up meeting to finalize Individual Development Action Plans
  • Create spreadsheet- your team action plans
  • Schedule timeline and action plan for additional training needs- new employee, change in job duties, cross-training, develop for promotion

All the forms for the performance discussion and action plan (Modules 3-7) are combined into the Manager’s Performance Handbook. (Individual forms are also separate for your convenience.)

Your next steps

  1. Watch the video
  2. Meet with each employee
  3. Finalize Individual Development Action Plans
    • Finalize action plan items by quarter and schedule follow up process.
    • Delegate to employee research and recommendations for specific actions, may need 2-4 weeks to finalize these items.
    • For specific training needs (cross-train, change in job duties) create a training checklist.
  4. Create action plan master spreadsheet
  5. Schedule quarterly follow up meetings to stay on track of Action Plans
  6. Schedule the same performance discussion process for next year
    • Start at module 2 (evaluate for job fit); about 10 months from today.
    • Schedule meetings for about 12 months from today.

Celebrate!

This is a major accomplishment to build the foundation of performance coaching with your team, and to focus on developing them for growth.

More training documents for ongoing development needs:

New employee training (months 1 -3) checklist – create a 90 day action plan for training with timeline, action items and responsible trainers

New employee first day orientation checklist – create a list of items to welcome your new employee and provide the tools to start out right

Team cross training chart – compare your team member’s skill levels to identify gaps and training needs


 

People Plan™ Toolkit Support Request

Contact us if you have any questions, concerns, or suggestions for improvement. My team reads every email and we are dedicated to your People Success! -Diana Southall




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