Performance Management: Progressive Discipline + Documentation

36 minutes of learning


Effective managers give meaningful feedback to the team every day. But what happens when employees have the knowledge, training, and ability to do their jobs…but are demonstrating an unwillingness to do the work? This course empowers people managers to embrace their roles as communicators of performance and builds confidence when formal progressive discipline is necessary.

Key Takeaways:

  • Understanding the difference between regular feedback and formal counseling.

  • Confidence in how to assess the need for behavioral change.

  • Skills in navigating informing, goal setting, documentation, and follow-up.

Need to deliver this training to a large group? Reach out to us!

Earn Credits

This course is eligible for 1 SHRM & 1 HRCI continuing education credits.

Accessible learning

All video modules offer English & Spanish captions for greater accessibility.

Explore the modules

  1. 1. Purpose of Progressive Discipline (8 minutes)

    1 lesson
    1. Learn how performance management impacts change and workplace culture.
  2. 2. Addressing the Need for Corrective Action (9 minutes)

    1 lesson
    1. Understand when everyday feedback must move to more formal conversations & actions.
  3. 3. Importance of Documentation (7 minutes)

    1 lesson
    1. Get clear on how documentation supports you, the employee, & the organization.
  4. 4. Conducting the Conversation (12 minutes)

    2 lessons
    1. Gain confidence in planning, accomplishing, & following up with performance management conversations.
    2. Test Your Knowledge

Get theĀ Complete Performance Management Series

Performance Management: Coaching + Effective Feedback

$79.00 USD

Performance Reviews: Formal Feedback + Goal Setting

$79.00 USD