Module 4

Module 4 – Individual Performance Discussions & Preparation

Covered in this lesson:

Training video: During the Performance Discussion Meeting
Training video: Addressing Performance Issues
Performance evaluation form- completed with summary form
Training video: Building Development Action Plans
Individual Performance Discussion meetings with employees -Block off 90 minutes per person
Individual Performance Discussion meetings with employees -Block off 90 minutes per person

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.)

The most important time you spend is in coaching your team members– expect to spend a bit more time during this module. You will be meeting with each person in month 6, so expect to spend 90 minutes per person over that time. Take the time and the effort to be present and truly connect and coach!

Download the Handout and follow along with the video.

Your Checklist & Next Steps

Watch the videos
- Video 4A – During the Performance Discussion Meeting (Follow along with Handouts.)
- Video 5 – Addressing Performance Issues (Follow along with Handouts.)
Finalize Individual Performance Discussion forms
- Finalize Performance Discussion forms – add relevant comments.
- Complete the Summary Performance Discussion Preparation Form .
- For crucial conversations about serious performance issues, see DESC process/ script and use DESC template blank
  - Watch the short video from Dave Ramsey explaining how you need to be clear in these conversations Video Link
  - Review with your senior manager (if you have one) to prepare “script/core message”.
Confirm meeting time and agenda with employees
- Remind to bring discussion points from “Year in Review” Form.
Preview Action Plan process before employee meetings
- Video 6 – Building Development Action Plans (Follow along with Handouts.)
Meet with each employee
- Follow agenda as you have outlined it. (Summary Performance Discussion Preparation Form .)
- Take notes on job and career development goals for each person, for use in creating their action plan.