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Notes form: Use it for better results

September 5, 2013

Many times, a written warning or written reprimand to an employee is counter-productive. And performance reviews are often shallow and perfunctory. So, what’s a better way to focus an employee on positive performance? Use a coaching approach, with an employee coaching notes form.

It’s better than a written reprimand. It’s better than a written performance review. It’s an employee coaching notes form.

This form — for managers and supervisors to use — focuses on coaching employees in positive ways. In written reprimands, the focus always is on the bad behavior. In performance reviews, the focus often is on what was wrong. This form helps you and your managers and supervisors focus your efforts — and your employee’s efforts — on the positive.

On one side, you can list any weak, wrong, or destructive traits an employee has which are causing problems in the workplace or lowering the employee’s productivity. Then focus your and the employee’s attention on what you and the employee can do to change these negative traits, actions and behaviors.

On the other side, you can list the employee’s strong and outstanding traits and actions, and the employee’s potential for greater achievement. Then under that column, you and the employee focus on what you and the employee can do to achieve more of the good.

At the very bottom is a statement for the employee to acknowledge with a signature.

Sample Form Content

Employee COACHING Notes
Date
Employee
Prepared/given by Supervisor/Manager

Strong traits/actions:
1.
2.
3.

Weak traits/actions: 
1.     
2.    
3.

Outstanding traits/actions:
1.
2.
3.
   
Wrong traits/actions:
1.    
2.    
3.

Potential traits/actions: 
1.    
2.    
3.
 
Destructive traits/actions:
1.    
2.    
3.
    
You can change these traits, actions, behaviors by: You can achieve more with these traits, actions, behaviors, and potentials by:
   
Employee Acknowledgment: My supervisor has discussed these topics with me. I understand them. I am committed to applying my best efforts to use my strengths to achieve positive results for myself and for my employer.

Employee Signature/Date

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