Addressing Poor Performance
Tasks & Phases Included in This Workflow
Phase 1: Identification and Initial Assessment
1. Analyze Performance Data
Analyze previous performance reviews and conversations.
2. Document Issues
Gather all relevant data on performance issues, including emails, meeting minutes, and other documents that provide evidence of poor performance. If necessary, schedule interviews with witnesses to obtain additional information.
3. Prepare for Review Meeting
Use insights derived from AI Assistant to prepare for discussions, ensuring all relevant performance data is considered.
Phase 2: Development of a Performance Improvement Plan (PIP)
4. Create a Performance Improvement Plan
Follow government guidelines to prepare a PIP. Use one of Mosaico's checklists or create your own using the Mosaico AI Assistant.
5. Assign Tasks
Assign specific tasks for training and development to address the identified performance gaps.
6. Schedule Regular Check-Ins
Set automated reminders for check-ins to review progress on the PIP, with AI helping to monitor task completion.
Phase 3: Feedback and Adjustment
7. Provide Ongoing Feedback
Analyze task completions and performance changes, enabling timely feedback and adjustments to the PIP.
8. Adjust Goals
Allow supervisors to modify goals based on AI-generated reports that reflect progress and ongoing challenges.
Phase 4: Final Evaluation
9. Conduct Final Review
Use AI to aggregate performance data to generate a comprehensive review report.
10. Make Informed Decisions
Review all the reports and make informed decisions about the employee’s future at the company.