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Chris Devany
Handling and Documenting a Under-Performing Employee
Human Resources
Recorded Webinar
All Days
 120 Minutes
Description

Effectively managing underperforming employees is a critical skill for any manager or supervisor. This webinar equips you with proven strategies to address performance issues constructively while protecting your organization from potential legal risks. You’ll learn how to identify 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 to handle these challenges professionally and effectively.

Learning Objectives:

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

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

Outline of Topics We Will Address:

1. Understanding Under- Underperformance

  • 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 to involve 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 to taddress specific challenges and questions

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

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Total
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Speaker

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...