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Tables of Contents for Manager's Pocket Guide to Documenting Employee Performance
Chapter/Section Title
Page #
Page Count
Foreword
vii
Preface
ix
Introduction
xi
The Purpose of the Guidebook
xii
How to Use the Guidebook
xiii
Worksheet: Employer Audit to Assess Liability
xiv
The Essential Definitions
1
16
Discipline
2
3
Discussion
5
3
Documentation
8
1
Coaching
9
2
Worksheet: The Manager's Coaching Self-Profile
11
1
Due Process
11
1
Employment at Will
12
5
Discipline: The Basics
17
30
Recognizing the Need for Discipline
17
9
Utilizing a Four-Step Process
26
6
Exercise: The Case of John Wasastar
31
1
Working Through the Phases of Discipline
32
10
Providing Quality Feedback
42
5
Administering Discipline: The Rules
47
12
Disciplinary Ground Rules
47
8
The Ground Rules as Legal Safeguards
55
4
The Performance Counseling Session
59
20
The Purpose of the Session
60
1
Session Preparation, Format, and Follow-Up
61
10
Handling Feedback and Reactions to Feedback
71
6
Gaining Commitment to Change
77
2
Form: Performance Enhancement Plan
78
1
Documentation
79
34
Documenting Discipline: Your Primary Goal
80
3
Options: Letter Format or Action Form
83
3
Sample: Disciplinary Action Form: Simplified
84
2
The Letter Format
86
15
The Disciplinary Action Form
101
3
Sample: Disciplinary Action Form: Detailed
102
2
The Effective Use of Language
104
9
Exercise: Disciplinary Action Form
109
4
Termination: Procedure and Documentation
113
20
Performance-Related Termination
114
10
Immediate Termination
124
5
Pitfalls and Pratfalls of Termination
129
4
Specific Problems and Solutions
133
12
Absenteeism and Tardiness
134
3
Physical Acts of Violence: Fighting
137
2
Harassment
139
4
The Best Solution: People First
143
2
Appendices
145
4
Appendix A: A Ready Reference
145
1
Appendix B: Optional Exercises
146
3
Index
149
16
About the Author
165