Performance Management Foundations

Managing Performance Introduction

This introduction outlines why managing employee performance is critical for productivity, morale and long-term success. It frames performance management as an ongoing leadership responsibility supported by feedback, coaching and clear expectations.

Dealing Effectively with Under Performance

This guide emphasizes addressing performance issues as they arise through direct, respectful conversations and structured feedback. It outlines steps to clarify expectations, offer support and document outcomes to help employees improve.

The Progressive Discipline Process

This document outlines a structured, fair approach to addressing employee misconduct or poor performance through clear, escalating steps. It emphasizes early intervention, consistent communication, proper documentation and legal compliance, while allowing for immediate termination in severe cases.

The Performance Review Process

This document presents a four-step approach to performance reviews: define goals, communicate regularly, measure performance and follow up. It encourages aligning employee goals with organizational objectives and conducting consistent feedback check-ins.

Evaluation & Accountability Tools

Performance Evaluation Form Template

A structured form to evaluate employee performance based on expectations, goals and competencies using a rating system. It includes space for manager comments and employee acknowledgement.

Performance Improvement Plan Template

This template helps managers document specific performance concerns, outline clear improvement goals, define timelines and track follow-up conversations. It is designed to support accountability and coaching for improvement.

Progressive Disciplinary Action Form Template

A formal tool for documenting disciplinary action, including incident details, prior counseling, corrective actions taken and employee acknowledgement. It ensures procedural fairness and record-keeping throughout the discipline process.

Recognition & Motivation

Recognition & Rewards

This guide highlights both formal and informal strategies for recognizing employee efforts, from verbal praise to development opportunities and incentives. Effective programs consider individual preferences and help create a positive, engaging workplace.

Tips for Creating an Effective Recognition Program

This guide shares practical advice on building a recognition program that is meaningful, personalized, and inclusive. It stresses involving both employees and customers, clearly communicating program criteria, and celebrating winners in visible, engaging ways.

Motivating Seasonal Employees to Return

The document suggests ways to re-engage seasonal staff, such as maintaining year-round contact, offering return bonuses, and supporting off-season employment. These efforts build loyalty and reduce training costs year over year.

Engagement & Retention Strategy

Retention & Engagement

This resource outlines why investing in employee engagement is essential to reduce turnover costs. It emphasizes fostering trust, providing growth opportunities and using employee feedback mechanisms to build a workplace people want to stay in.

Conducting Employee Opinion Surveys

This guide explains how to plan, execute and act on employee surveys to improve communication and identify workplace concerns. It stresses transparency, follow-through and employee involvement in shaping solutions.