Samuel Goldwyn was clearly a guy who knew how to get things done. And he understood the importance of writing it down so everyone understood what was being agreed on. A contract is not just about business deals; it also applies to employee performance. An employee wants something from you, the employer, and you want something from the employee. When those expectations and agreements start to get fuzzy, it is time to take Samuel’s advice.
I was recently reviewing an employee situation with a new client that was coming to a head. The employer was ready to take final action with a poorly performing employee. They asked me if they were ok to move ahead. They had been having performance conversations with this employee for a little over a year. They had set expectations and allowed for time to see improvement. They had issued warnings of potential termination. In my head I am thinking ‘check, check, check’. They had followed a textbook process. I asked the employer to send me the written documentation that the employee had signed to verify that the employee had received the messages and the employer had proof of all their good work. Their response, “what signed documents?” Insert record scratch sound effect here.
If five people are involved in a conversation, you will likely end up with five different versions of what was discussed and what was most important from that conversation. Different things matter to different people. When you sit down to have a difficult conversation with an employee, you are sending a message that is important to you. The employee, unhappy and uncomfortable, is likely only hearing about half of what you are saying. And you each walk away with a different remembrance of what was said. Throw in the passage of time that changes how we remember conversations and the effort you spent yields little result.
Enter the written memo. By summarizing that conversation in a written memo, you both understand what has been discussed. That simple added step can help the employee make the changes you are looking for and it provides you, the employer, important documentation that could be vital in a legal challenge. A well written performance memo should spell out the following:
This process will either provide clarification process for the employee, leading to the desired improvements, or it will support difficult decisions you need to make later. If you do the work of having these important conversations, make sure you get the credit in written, signed documentation.
How do you make sure employee’s understand your expectations?
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