If you are a manager or aspiring manager, sooner or later you will be faced with a member of staff who is not performing. Here my 10 tips for dealing with this situation effectively and compassionately:
1. Review the individuals objectives and make sure they are clear
2. Identify where performance is falling short
3. Get specific examples to illustrate where performance is falling short
4. Arrange to meet 1 to 1 with the member of staff to discuss the issue
5. Prepare for the meeting
6. Present your case and supporting examples
7. Give the member of staff the opportunity to respond without interrupting
8. Identify clearly the improvements required, timescales, monitoring and consequences if performance does not improve
9. Ask the member of staff what support you or the organisation can provide to help them
10. Confirm everything in writing
Since 2006 I’ve worked with in excess of 8,000 accountants and professionals in workshops, seminars and one to one helping them land their next jobs and become better leaders, presenters and business partners. Before that I spent 25 years in accountancy climbing the career ladder from Payments Clerk to FD. I’m a CIMA Fellow, Certified Professional Coach and Team Coach Facilitator.