A1. EMPLOYMENT SPECIALIST
JOB DESCRIPTION
Definition: Works to provide and maintain job placement for program
participants.
Supervision: Position is supervised by the
Program Manager of the Supported Employment Program.
Examples
of Work Performed:
Establishes
and/or maintains community and participant contracts that support the
Employment Program.
Establishes
and maintains a cooperative working relationship with local agencies and
business organizations. Job development
for possible employment for individuals.
Conducts
Job Club, employment assessments, job placement, job development, and
follow-along services for program participants.
Develops
new resources and/or identifies existing resources to create new work sites and
resources.
Works
in conjunction with the Employment Specialist/Program manager in conducting the
program’s operations.
Maintains
and submits all required documents to Program manager by due date.
Reviews
available positions and consults with the individual member and the Supported
Employment team, when necessary, to assure orderly program operations.
Job-site
Job Coaching assistance available to all individuals that are employed.
Position
Requirements:
Position
requires an Associates Degree or 2 years College Education and one-year
experience in working with individuals with disabilities or minimum of five
years’ experience in a social science field.
EXAMPLE:
FRANCIS TUTTLE VO-TECH CENTER
Job
Title: Employment Specialist (Job Coach)
Department: Supported Employment Services
Reports
Directly to: Project Director
Primary
Function:
Assists
the Project Director in developing employment sites, assessing client skills,
facilitating training plans and advocating for persons with disabilities for
employment.
Major
Responsibilities:
1.
Develops
mainstream jobs in the community through regular contact with business and
industry. Analyzes work sites for quality and to identify work skills required.
2.
Determines
individual’s skills, work preferences and individual needs through screening
and assessments.
3.
Matches
clients to jobs utilizing assessment and job site analysis information.
4.
Assists
clients in completing job applications and with other job search and readiness
requirements.
5.
Assists
employers in training supported employees in tasks and related duties. Fades
from work sites as independence in work is achieved and expectations of
employers are met.
6.
Facilitates
natural work place supports through advocacy with employers, co-workers, family
members, vocational rehabilitation and
related community services.
7.
Provides
follow-along consultation services to supported employees and their employers.
8.
Completes
required reports on time and accurately.
9.
Keeps
confidential all knowledge of clients, their specific services, records and
disability information.
Qualifications:
High
School diploma, valid driver’s license, use of personal vehicle with auto
insurance coverage. Experience working
with persons with disabilities or related experience beneficial.
Organizational
Relationship:
Support
position directly responsible to Project Director.
Working
Conditions:
Moderate
physical effort required. Some evening and weekend work required. Able to work independently and adapt to a
variety of working environments in the community.
A.3. NEWSPAPER ADVERTISEMENT FOR EMPLOYMENT SPECIALIST
Supported Employment program seeks an individual to work with persons with disabilities. Experience preferred working with individuals with disabilities. Position requires a Bachelors Degree in Social Work or a related human services field and one year of related work experience. Must possess a valid driver’s license. Must have excellent verbal and communication skills. Please submit a resume to:
OR
JOB COACH
Supported Employment seeks an individual to work with persons with disabilities. Experience preferred working with individuals with disabilities. Position requires an Associates Degree or 2 years of College Education and one-year experience working with individuals with disabilities or five years experience in a Social Science Field. Please submit a resume to:
4.a. INTRODUCTION
Selecting competent staff is one of the most
critical phases of program
quality. Making sure you have an
interview process that selects effective staff is very important and deserves a
great deal of work and fine tuning.
There are a variety of interview questions which could be used by a
project coordinator in staff selection.
If you have someone in your agency who has the responsibility for
Personnel or Human Resources, work closely with them to select questions that
meet your particular needs. Although
some of the questions are very technical, candidate answers can give you
insight into their values and ability to problem solve. Coming up with an effective format may
require trial and error, but is well worth the effort.
a. GUIDE TO PRE-EMPLOYMENT INTERVIEW PRACTICES
The examples that follow are intended to identify the pre-employment inquiries that are fair and unfair. The examples are not exhaustive. Pre-employment inquiries, which unnecessarily reveal race, sex, creed, national origin, religion, physical handicap, age, or political affiliation, are prohibited, whether or not the particular inquiry is covered in this guide.
SUBJECT |
FAIR
PRE-EMPLOYMENT INQUIRIES |
UNFAIR
PRE-EMPLOYMENT INQUIRIES |
|
A. Age |
over
65? under
18? (regarding
hazardous duty jobs) |
That
imply preference for persons of a particular age or age group. |
|
B. Arrests |
None. |
All
inquiries relating to arrests. |
|
C. Citizenship |
Whether
applicant is prevented from lawfully becoming employed in this country
because of visa or immigration status. |
Any
inquiry into citizenship which would tend to divulge applicant’s lineage,
ancestry, national origin, or descent, or birthplace. |
|
D. Convictions |
Inquiries
concerning specified convictions, which relate reasonably to fitness to
perform the particular job being applied for. |
Inquiries
which would divulge convictions that do not relate reasonably to fitness to
perform a particular job. |
|
E. Family |
Whether
applicant can meet specified work schedules and perform job responsibilities. |
Specific
inquiries concerning spouse, spouse’s employment or salary, children, child
care arrangements. |
|
F. Handicap or Health |
Whether
applicant has any handicaps or health problems which may affect work
performance. Whether
applicant has certain specific mental, sensory,
or physical handicaps which relate reasonably to fitness to perform the
particular job. |
General
inquiries (e.g., “Do you have any handicaps?”) which would tend to divulge
handicaps or health conditions which do not relate to fitness to perform the
job. |
|
G. Height and Weight |
Inquiries
as to ability to perform job requirements. |
Any
inquiry which is not based on actual job requirements. |
|
H. Marital Status |
None. |
Whether
the applicant is married, single, divorced, separated, engaged, widowed, etc. (
) Mr. (
) Mrs. (
) Miss (
) Ms. |
I. Military
|
Inquiries
concerning education, training or
work experience in the armed forces. |
Applicant’s
service in other than U.S. armed forces. |
J. Name
|
Name under which applicant is known to references if different from present name. |
Inquiry into original name where it has been changed by court order or marriage. Inquiries
about a name which would divulge marital status, lineage, ancestry, national
origin. |
|
K. National Origin |
Inquiries
about applicant’s ability to read, write and speak language(s), when such
inquiries are based on job requirements. |
Inquiries
into applicant’s lineage, ancestry, national origin, descent, birthplace, or
mother tongue. National
origin of applicant’s parents or spouse. |
|
L. Organizations |
Whether
applicant has performed work or learned skills
related to the position applied for, as a volunteer or member in an
organization. |
Requirement
that applicant list all organizations, clubs, societies, and lodges to which
he or she belongs. |
M.
Photographs
|
None. |
Request
that applicant submit a photograph, mandatory or option, at any time before
hiring. |
|
N. Pregnancy |
Inquiries
as to anticipated absences from job which are made to males and females
alike. |
All
questions as to pregnancy, medical history concerning pregnancy, and related
matters. |
O. Race
or Color
|
None. |
Any inquiry concerning race, color of skin, hair, eyes, etc. |
P. Relatives
|
Whether
applicant would be directly supervising or receiving supervision from
immediate family member if employed. |
Names
and addresses of any relatives working in state government. |
|
Q. Religion or Creed |
None. |
Inquiries
concerning applicant’s religious denominations, church, parish, pastor, or
religious holidays observed. |
R. Residence
|
Inquiries
about address to extent needed to facilitate contacting applicant. |
Names
or relationship of persons with whom applicant resides. |
|
S. Saturday or Sunday Work? |
Inquiries
concerning availability for Sat. Or
Sun. work when related to job after public notice of position vacancy
requiring Sat. Or Sun. work hours. |
Any inquiry not related to job posted requiring Sat. Or Sun. work hours. Any
inquiry asking applicant to divulge religion or creed requiring him or her to
observe Sat. Or Sun. as Sabbath. |
T. Sex
|
None. |
Any
inquiry. |
1.
Why do you want to work with adults who have developmental disabilities?
2.
In
your past jobs which one caused you the most stress?
Why?
3.
How
do you deal with stress?
4.
Have
you ever had to do a lot of paperwork at a past job?
What did you think of it?
5.
What
sort of deadlines have you had in your previous job?
6.
How
do you go about meeting deadlines and staying on schedule?
7.
Why
are you seeking a supervisory position?
8.
If
you were a supervisor how would you get respect from your staff?
9.
What
is your definition of “having fun at work”?
10.
What
is your definition of “a business like
atmosphere”?
11.
Do
you believe that clear, concise and continuing communication is important when
supervising a large staff and working closely with many people?
12.
What
is your definition of “flexible work schedule”?
13.
What
do the following works mean to you:
A)
Teamwork
B)
Patience
C)
Respect
D)
Dignity
E)
Loyalty
F)
Confidentiality
G)
Chain
of command
H)
Natural
consequences
14.
What
do you know about supported employment?
15.
If
I were to have been a coworker at your most recent job what would I have
observed you doing?
16.
What
did you like most about your most recent job?
17.
What
did you like least about your most recent job?
18.
What
did you like best about your most recent supervisor?
19.
What
did you like least about your most recent supervisor?
20.
Five
words which describe you.
21.
What
is your strongest quality?
22.
What
is your weakest quality?
23.
What
are your future plans, vocationally?
24.
What
are some of your pet peeves?
25.
How
do you feel about people with disabilities working in the community?
26.
If
you had your choice of working a job where the duties were stable and
consistent or working a job where the duties changed constantly, which would
you choose?
27.
During
a previous job, did your schedule and duties ever change daily?
28.
What
is the worst job you can imagine?
29.
What
is your preferred work schedule?
Days - Hours
–
Why?
30.
How
would you feel if you were given short notice and asked to work a day/time
outside of your preferred schedule?
31.
Do
you have a valid OK drivers license?
32.
Do
you have reliable transportation?
33.
What
type of experience have you had with training individuals in a vocational
setting?
34.
If
you were to make an error what would you do about it?
35.
Give
an example of a goal you have written
and/or implemented and on which you have documented results.
36.
What
is the purpose of an IDT or IP?
37.
What
do you like to do in your spare time?
38.
What
is your expected pay rate?
What sort of raises or incentives do you expect from
an employer?
39.
Explain
benefits, paperwork, etc.
Go over changes, need for flexibility, pay etc.
Let them know things will happen.
Ask “Can you handle this?”
40.
Do
you have any questions?
c.
Interview Essays
You
may wish to use essay questions during the selection process. (These questions can be used during the
interview, but may be too complex for the applicant to process unless they are
given in writing.) Choose which questions to use based on the previous
experience of the applicant and particular issues that may be important to your
program.
These
questions will require time to answer.
They might be given to the applicant at the end of the interview to be
turned in before they leave. Answers to
these questions will give an idea of problem solving and writing ability. Remember to evaluate answers based on the previous job
experience of the applicant.
Please
describe in as much detail as possible the course of action you would take in
the following instances.
A.
You
have been job coaching a client for 5 weeks at 100% of his work time. Your job coaching guidelines tell you that
after one month (4 weeks) you should begin fading to 90% of the client’s work
time. Your client knows all the tasks
he is supposed to perform and for the most part completes them accurately. He doesn’t have any significant problems
with staying on task, though he does need more frequent breaks than the average
worker. His problem seems to lie almost
solely in the speed with which he performs his duties. That is, this client works at about 1/3 the
pace of the average worker in this job site.
You have tried three separate intervention strategies, all of which the
client met with a great deal of resistance.
This is particularly frustrating because you spent a great deal of time
and effort writing up these plans. What
do you do?
B.
You
have just been hired as a job coach.
Congratulations. Unfortunately
you find an immediate problem facing you from a fellow staff member. The job coach who is training you doesn’t
appear to like you. She never chats
with you, and when you ask questions tends to blow them off with vague
answers. Secondly, whenever you try to
engage her conversationally, she seems to withdraw. Tell me what you think is causing her behavior and what you would
do about it?
C.
As
a job coach you are required to place 12 clients a year on job sites and then
train them. How well you do on your
yearly employee evaluation depends on your retention rate, that is how many of
the clients you place on a job site are still working there 6-8 months
later. Six months into your working
year, you have place 6 clients, and 3 of them are still working. You have worked hard to keep all of them on
the job, and you feel that overall,
this record is something to be proud of, until you discover that the other two
job coaches have placed 10 and 12 clients successively and retained 7 and 8 of
their placements. How do you feel, and what action do you take?
D.
You
have just placed a rather high functioning client, Tom, at Martin’s. Tom feels uncomfortable having a “job coach”
on the job site even though you have guaranteed him that you will protect his
confidentiality and even though he has seen that the other workers in the area
seem to accept you as just another employee.
His employer offers employees a food discount, and has offered you one
as well, but you know that job coaches accepting employee perks on a job site
is against our policy. Now several
workers are taking their dinner hour and invite you and Tom to join them.
Everyone else is ringing up their food under employee discount; and you don’t
want to set yourself and him apart from the other workers as integration into
the company’s social structure is as important to you as teaching Tom his actual
tasks. What do you do and why?
E.
You
have now been trained as a job coach and given your first client to place and
train. After two weeks of marketing,
you find your client a janitorial job at a local industrial plant. The work is dirty and physically taxing,
involving heavy lifting. The work
includes such tasks as moving boards and other large debris, sweeping large
areas, running a floor waxer in the office areas, and cleaning all the
bathrooms. Because the layout of the
plant is complicated, the plant supervisor asked you to take a week to learn
the job yourself. You tell him:
F.
Same
background as the first scenario. You
have now learned the job and brought your client on the job site for two weeks.
Your client basically knows how to perform the individual tasks involved in
cleaning the building, but he gets confused easily, has trouble staying on task
and likes to take a lot of breaks. In
addition your client is slow enough that you need to supplement his work
yourself to bring up his production.
Describe how you would divide the tasks. Would you assign him one part of the building and yourself
another or would you work through each part of the plant together? If the latter, what criteria would you use
to divide the tasks between you and the client?
G.
You
have just been assigned a new client to your caseload. This client has had an open file in
Supported Employment before. His primary diagnosis is Atypical Psychosis, with
a secondary diagnosis of Mental Retardation in addition to an eating
disorder. He is, however, stable on
injected medications. This client has
had Vo-Tech Training in Fast Food, and has verbalized Food Service as his
career goal for some time. This client’s last file tells you he was place in
restaurants but was never able to maintain the employment even with the help of
his job coach. The client also has a
history of stealing money, food and trinkets. His last job coach tells you the
man is lazy. His last Vocational
Rehabilitation counselor tells you he simply isn’t capable of employment. But this client continually asks for a job
and has met the attendance and participation requirements for the clubhouse
that you set for him. You will need to
market this client to employers, find him an open position, and then train
him. How will you present this client
to prospective employers?
What
types of jobs will you look for when placing him?
H.
After
much hard work you are able to place a client with an intermittent explosive
disorder in a restaurant as a kitchen prep with a chance of becoming a
cook. You have only just begun working
with this client and do not yet feel that you have a real rapport
established. After the client’s first
week on the job, the manager informs you that the other workers have been complaining
about this client’s body odor and says she has noticed it herself. She wants you to inform this client that if
he does not start bathing daily and using deodorant, he will not be allowed to
come back. What action do you take, and
how do you proceed?
I.
You
are presenting the concept of Supported
Employment to the manager of Goodyear.
The program has never had clients employed there before, and you have
worked very hard to develop contacts there and get an appointment for this
interview. The manager likes the
concept of the program, and the tax incentives you offer. However, when he asks who you serve, and you
tell him the Severely and Persistently Mentally Ill, he becomes immediately
distant and says, “That’s like those schizophrenics and such that you read
about in the headlines who walk into their place of employment and shoot up the
place, isn’t it”? How do you reply?
Please take the time to visualize yourself in these
situations and give a detailed account of your reactions based on previous
experience or spontaneous intuition.
J. You have landed a position for your client and overheard
co-workers making negative statements about your client’s ability to perform
his/her job duties. How would you
handle this situation?
K. You and your trainee are working in a worksite with a high
degree of public access. The trainee
becomes frustrated with the public walking over floors he has just
cleaned. He begins to shout at several
people and cocks his arm as if to throw a dust pan toward the perceived
violators. What would you do?
L. You are involved in training the job according to the task
analysis and your trainee’s supervisor asks both of you to perform duties that
only you have the capabilities to perform. How do you let the supervisor know
of this problem and do you or do you not perform these duties anyway?
M. You are
training a parking lot attendant who is a known “runner”. When asked if he/she has gathered all the
shopping carts, the trainee breaks into a dead run toward a very busy access
road. What would you do? What might have you done to prevent this
situation?
d. Additional Questions You May Wish to Include:
1. On your present (previous) job how would
you describe a
typical day?
2.
What did you enjoy most about your last
position?
3.
What did you feel you did best in your last
position?
Why?
4.
What
was the most difficult part of your last position?
5.
What
kind of problems did you encounter on the job?
6.
How
did you deal with the problem?
7.
Why
are you (did you) leaving your position?
8.
Describe you last supervisor?
9.
What did you like best about his or her
supervising
techniques?
10.
What
did you like least about his or her supervising
techniques?
11.
What
type of people do you enjoy working with?
Why?
12.
What
type of people do you find most difficult to work with?
Why?
13. What is something from your previous job
that you hope to
avoid in this position?
14. How do
you feel about changes?
15. What do
you expect from this position that is or was lacking
in your past job?
16. Where do
you see yourself two years from today?
17. What are
your salary expectations?
18. What is
your greatest strength?
19. What would
you like to change about yourself?
Why?
20. What
motivates you?
21. Why did you
apply for this position?
22. Why do you
feel you are qualified for this position?
23. The job
description was reviewed earlier. What
part of it do
you like most?
24. What part
do you like least?
25. Is there
any part that you don’t think you are able to do?
26. Are there
any questions you need to ask?
e. JIM TALIAFERRO COMMUNITY
MENTAL HEALTH CENTER
DISCOVERING & OBTAINING VOCATIONAL EMPOWERMENT (DOVE) SERVICES
1. Have you ever done job coaching before? If not, why do you think you want to try it?
2.
(Give
a brief summary of what the position’s duties entail, what the goals of the
program are, etc.) What do you expect
job coaching to be like?
3.
What
do you feel are your greatest employment strengths? And your greatest employment liabiliities?
4.
Have
you ever worked with people who are mentally ill? If not, why do you think you would like to work with people who
are mentally ill?
5.
Of
all your past jobs, which did you like the most and why?
6.
Of
all your past jobs, which did you like the least, and why?
7.
Why
did you leave your last job?
8.
Have
you ever been fired? If yes,
please explain.
9.
Have
you ever had to work with violent or potentially violent people? If so, how did you handle them?
How did you feel about this kind of work?
10.
On
a scale of 1-10, 10 being the best (1 being the worst), rate yourself in the
following areas with a brief (one sentence) explanation.
Interpersonal communication skills:
Counseling skills:
Marketing skills:
Documentation skills:
Public speaking skills:
Teaching/training skills:
Computer skills:
DATE:
APPLICANT:
INTERVIEWERS:
SCHEDULED
INTERVIEW TIME:
TIME
OF ARRIVAL:
DID
APPLICANT MAINTAIN EYE CONTACT?
DID
APPLICANT LOOK AT WATCH DURING INTERVIEW?
DID
APPLICANT SEEM INTERESTED IN INTERVIEW?
WHAT
WERE APPLICANT’S NON-VERBAL CUES?
DID
APPLICANT READ AND COMPREHEND JOB DESCRIPTION?
Supervision requires skill, experience and
training. You will need to be proactive
in assessing your strengths and areas in which you need assistance. If you are fortunate enough to have a supervisor
that can or will give you feedback, that will be very helpful. Work closely with them and meet
frequently. Many current supported
employment directors have also offered to mentor new managers. Ask your technical assistant who might be a
good match for you. The following areas
will assist you manage, train, evaluate and communicate with your employees
effectively and fairly.
1. Establish Authority
A. Provide orientation for new hire to
explain mission and purpose of agency and supported employment program. Conduct periodic reassessment of seasoned
staff to evaluate for any needed areas of retraining.
B. Be consistent with your expectations
C. Give clear instructions
D. Recognize and understand personal
limitations that affect employee's work performance and their lives
E. Demonstrate concern for employees
F. Be willing to do everything you expect
employees to do
G. Recognize employees strong points and
delegate jobs to those who would do the job well
H. Be honest with your employees
I. Constantly learn new things to share with
your employees, to encourage and motivate them
J. Ask questions and encourage employees to
ask questions
K. Encourage staff to emphasize the
importance of teamwork concept
1.
With
more experienced employees
a.
Give
them more responsibilities
b.
Utilize
their past experiences
c.
Recognize
strong points and delegate jobs which are appropriate
2.
With
people who applied for your job but didn’t get it
a.
Express
to them how valued they are
b.
Let
them know they have a lot to offer to the company
c.
Give
them opportunities to instruct and assist you in areas where they are more
experienced than you
d.
Allow
them to have input in some decisions
e.
Express
appreciation for their contributions
2. During Employee Performance Review
Period
A. Provide adequate supervision
C. Repeat
instructions for unfamiliar or new procedures
D. Monitor performance
and provide regular verbal
feedback
3. Establish Expected Outcomes for Your Staff
A. Set goals.
B.
Establish
check points to establish whether tasks are on schedule
C.
Provide
assistance in overcoming obstacles and problems
D. Allow employees to develop a mature
problem-solving process, do not solve their problems for them
E. Express appreciation for employee
contributions to the organization
4. Assessment/Evaluation
A. Employee Performance Evaluation
1. New employees receive a six month
performance review to assess employees and supervisors satisfaction with
requirement and performance of the job.
New staff or staff who are experiencing problems may need more frequent
meetings for feedback to make certain they understand the need for improvement
and have adequate time for change
2. In addition to the 6 month review, program
supervisors will conduct one written performance review of each supervised
staff member on the anniversary date, and annually thereafter
B. Job Coach Specific Performance Evaluation
1. Job coaches will be assessed on their
performance at client work-sites
2. They will complete reports in a timely
manner
See
Appendices A & B
5. Required Job Coach Documentation
A.
Documentation
will be maintained by job coach on clients’ progress periodically through the
DRS Milestone program
B.
Job
Coach will provide weekly work schedules to supervisor
C.
Computer
documentation is required in the DRS Milestone program for each step of
Milestone completion
D.
Reports
will be completed in a timely manner
6. Corrective Discipline
The following procedures
will apply for employees with unsatisfactory job performance. Prior to initiating the procedures for
dismissal, the supervisor will confer with the employee to identify performance
deficits and to seek ways to improve that performance by implementing
Progressive Disciplinary Action.
A. Progressive Disciplinary Action
1. The agency policy and procedures manual
sets standards for disciplinary action
a. Conduct unbecoming to the agency
b. Failure to report for service assignments
without justifiable reasons
c. Continued violation of agency safety
rules or engaging in practices which create a safety hazard
d. Other inappropriate actions while on the
job
2. Verbal warning for first inappropriate
conduct
3. Written notice for second occurrence of
inappropriate conduct
4. Dismissal occurs in third occurrence of
not meeting agency requirement.
B. Retraining the employee
If it is
determined that an additional opportunity to demonstrate abilities should be
given to the employee, the supervisor should consider assigning the employee to
a different client then retrain the employee.
New documentation should begin at this point.
C. Behavior which may require immediate
discharge
The following
are examples of behavior that may be sufficient to justify immediate discharge
without going through progressive disciplinary procedures.
1. Disruptive or destructive behavior
2. Insubordination
3. Theft of agency property
4. Sexual harassment
5.
Possession
of drugs (controlled substances)
6.
Bringing,
possessing or drinking intoxicating beverages on agency property
7.
Releasing
confidential client information
a. Legal restrictions on firing
If you enter into a formal employment contract with an employee (or a union contract with a group of employees), you’ll frequently specify in the contract the proposed length of the employment relationship and the reasons for which either party can end the relationship. In other words, the contract’s terms will generally govern your ability to fire the employee, as well as the employee’s ability to quit. If either party attempts to terminate the relationship in violation of those terms, a potential breach of contract claim arises.
Assuming that a formal contract does not govern your
employment relationships, as is generally the case, what limitations restrict
your ability to fire your employees?
In all states other than Montana, such relationships
are governed by the “employment-at-will” doctrine. “Employment-at-will” means
that there’s a presumption that the employee is employed at the employer’s will
for an indefinite period rather than for a fixed term. (Montana law has abolished the
“employment-at-will” status. In Montana, an employer can fire an employee who
has completed a probationary period only for good cause. “Good cause” is
defined as reasonable job-related grounds for dismissal based on a failure to
satisfactorily perform job duties, disruption of operations, or other
legitimate business reason.)
Traditionally, both the employer and the employee
have had the ability to end an at-will relationship at any time and for any
reason. However, at least from the employer’s perspective, the unlimited
freedom to fire at-will employees at any time for good cause, bad cause, or no
cause at all has been eroded in recent years by the federal and state governments
and the courts. The exceptions that
these institutions have carved into the employment-at-will doctrine form the
foundation for most wrongful discharge claims, in which employees sue you for
lost wages, punitive damages, and occasionally, reinstatement in their job.
·
Please
Note
Don’t assume that you’re free from a wrongful
discharge type lawsuit merely because an employee quits. Courts will frequently
treat an employee who quits in order to escape illegal or intolerable
employment practices or conditions (for example, sexual harassment or other
discriminatory conduct) the same as though he or she were fired.
Limitations in written laws: numerous federal and
state laws potentially restrict an employer’s ability to fire-at-will
employees. These laws fall into two
general categories. The first category
consists of those laws that make it illegal for employers to discriminate
against certain individuals. The second
category consists of laws that make it illegal for an employer to retaliate
against employees who take steps to see that the laws are enforced.
Courts, too, have taken steps to limit an employer’s
ability to fire at-will employees. In
doing so, they generally rely on one of the following theories:
The implied contract limitation: that some statement or document from the
employer effectively created a formal employment contract where none previously
existed. For example, stating that
employees will be fired only for good cause in your handbook may form the basis
for such an “implied” contract.
The public policy limitation: that the firing goes against “public policy”
by infringing on some right granted employees by federal or state law or
because it is otherwise morally or socially wrong. For example, firing an employee merely for filing a workers’
compensation claim is illegal.
The bad faith limitation: the few courts that have relied on this theory presume that
employers are generally obligated to deal fairly and in good faith with all
their employees. For example, firing an
employee for the sole purpose of denying the employee a bonus that the employee
has earned but not yet received may be unlawful in some states.
b. Using proper termination procedures
Under employment-at-will laws that are in effect in
all states except Montana, you have the “right” to discharge an employee at any
time for any reason, or for no reason at all.
At least, that’s the theory. In
reality, your right to fire is
becoming more and more restricted because of the tremendous growth in
federal and state laws that favor employees.
What’s more, these days workers who feel they have been unjustly
discharged or forced to quit seem to be filing employment-related suits at the
drop of a hat, and courts are increasingly taking the employee’s side.
The best way to “win” a lawsuit is to avoid it in
the first place. By keeping in mind some basic management and interpersonal
rules, you can go a long way toward diffusing the anger of a discharged
employee – an employee who might otherwise vent his or her wrath in a courtroom. Many of these same rules are also useful in
establishing your defense – that you had a good reason to fire your employee –
if it turns out that the worker does sue you, after all.
c. Termination
1. Before firing for misconduct or poor work
There are a number of steps you need to take before
you fire somebody for insubordination, breaking a work rule or any other type
of misconduct, or for simply performing poorly on the job. These steps include
documenting the problem, using fair rules and procedures, and investigating the
“last straw” incident thoroughly.
First, though, a word about what not to do: we recommend that you make a personal
commitment that you will never fire an employee on the spot.
Acting out of anger or frustration is a good way to
get you in legal hot water. Employees
who are fired in this way are the most likely to sue you or to cause other
trouble for you and your business. If a
worker does something so terrible that you must take immediate action, tell the
worker that he or she is suspended. Effective immediately, while you
investigate (or cool down). Having said
that, we realize that even the
best-laid plans sometimes go astray, so at the end of this section, we’ve
provided a few ideas on repairing the damage if you do fire someone on impulse.
The safest way to fire someone, from a legal
standpoint, is to be sure that you have
a valid, nondiscriminatory business reason for the action, and that you
have enough documentation to prove it.
Your documentation must be created in the normal course of business,
before you fire the person (except, of course, for a record of the actual
termination discussion).
·
Please
note
Don’t get caught trying to reconstruct documentation
(such as warnings or poor performance reviews) after the fact, when you should
have been creating them all along.
Also, the documentation process should not be used to “build a case”
against one worker when other workers in similar situations did not have their
actions documented. Selective documentation may be proof that a person was the
victim of discrimination.
Playing fair.
It’s important to remember that workers (and courts) are more likely to
perceive a firing as “fair” if your employees have had plenty of notice about
what conduct and performance you expect from them. It’s also important that workers receive regular feedback about
their job performance, and that they are warned whenever you find that they are
not living up to expectations.
For that reason, your ability to “fire right”
depends on the groundwork you lay, starting as early as the first day you hire
somebody. You need to:
Establish fair work rules and policies. Your
employees need to know what you expect of them in terms of workplace rules.
Many companies create a company handbook (or hire a freelance writer to do it
for them) that contains their key rules, and they give a copy to every new
hire. If you’re hiring just a few
employees, you don’t need to create a whole handbook, but you should give some
thought to the kinds of reasonable rules your business requires.
Enforce your rules fairly, using progressive
disciplinary measures when necessary.
You can have the most reasonable set of rules that’s ever been written,
but if you don’t enforce your rules, they are useless. For legal purposes, you must apply your
rules equally to all your employees, if you hope to rely on them. Establish a performance feedback system to
let people know how they’re doing.
Discipline is not very effective for an employee who doesn’t violate any
rules but is incompetent or is not performing work to an acceptable level. Through regular performance reviews you can
bring the worker up to par, or at least document your attempt to do so.
Investigate the “last straw” incident
thoroughly. Before you fire someone for
misconduct, you should take the trouble to investigate as thoroughly as you
can. In many cases the investigation
can be accomplished in just a few hours, so don’t ignore this important step. Sometime, after investigating, you may
decide not to fire the employee after all.
2. Involuntary
termination
When an employee is facing termination for
unsatisfactory performance the following procedures may be applied:
Progressive Disciplinary Action
Prior to initiating the procedures for dismissal, the
supervisor will confer with the employee to identify performance deficiencies
and to seek ways to improve that performance by implementing Progressive
Disciplinary Action. Guidelines for
Progressive Disciplinary Action include:
a)
Agency
policy and procedures manual sets standards for disciplinary action, e.g.,
1)
conduct
unbecoming to agency;
2)
failure
to report for service assignments without justifiable reasons;
3)
continued
violation of agency safety rules or engaging in practices which create a safety
hazard;
4)
other
inappropriate actions while on the job
b)
Verbal
warning for first inappropriate conduct.
c)
Second
is written notice of conduct.
d)
Third
is dismissal if conduct has not met agency requirements.
If it is determined that an additional opportunity
to demonstrate abilities should be given to the employee, then the supervisor
should consider assigning the employee to a different client, retraining the
employee. Documentation should begin at
this point.
The following are examples of behavior types that may
be sufficient to justify immediate discharge without going through progressive
disciplinary procedures:
a)
disruptive
or destructive behavior;
b)
insubordination;
c)
theft
of agency property;
d)
sexual
harassment;
e)
possession
of drugs, (controlled substance);
f)
bringing,
possessing, or drinking intoxicating beverages on agency property;
g)
releasing
confidential client information
d. Voluntary resignations
You can’t, of course, stop people from quitting on
you. But you can, if you want:
Request advance notice: ask employees who resign to give you some warning ahead of time.
Request an exit interview: ask the employee to fill out a form or participate in an exit
interview.
Be sure the resignation was truly voluntary: if the employee felt forced to quit, the
situation should be treated as a firing.
Of course, you can’t force a departing employee to
follow your procedures any more than you can make him or her stay. However, you can suggest that if the
employee follows your procedures that will allow you to give a good job
reference and tell any prospective employers that the worker was responsible
and cooperative.
e. Economic layoff
When economic reasons demand that you eliminate an
employee’s job, either temporarily or permanently, you automatically have a
sound business reason for the discharge.
Few courts will question your judgement in this regard. But if you decide to lay off some but not
all of your workers, you must be sure that your selection process does not
discriminate on the basis of age, sex, or race, or violate some other public
policy.
In most small businesses, if it becomes necessary to
lay off anyone, the decision will be based on the desire to keep the business
going. Obviously, those whose jobs are
most essential to the business will be kept, and those whose jobs are least
essential (or whose tasks can be taken over by a remaining worker or the owner)
will be let go. In some cases, workers
who are family members or close friends of the owner will be kept, while
“outsiders” will be let go. Neither of these two strategies is likely to cause
you any legal problems provided that your business is small enough to escape
coverage by the major civil rights laws.
Seniority or merit?
Laying people off in order of seniority (that is, keeping the people with
the greatest length of service) is most likely to be seen as fair by your
employees. It’s also the easiest to
defend in court. Generally, if you use
this method, you won’t have to provide any other evidence as to why certain
workers were chosen for layoff.
Given the choice, however, most employers would
prefer to keep their best workers and lay off those who are less productive,
regardless of seniority. If you have
done regular performance review you can eliminate the positions of those
employees whose performance has been documented as less-than-satisfactory. If there is no documentation, you cannot
eliminate that person’s position for purely merit reasons without facing
possible liability.
Also, if you are choosing between two or more
equally qualified candidates for layoff, you should be prepared to show that
the “downsized” workers reflect the demographic mix (race, gender, and age) of
your workforce as much as possible.
f. Releases and severance agreements
Whenever you are involved in firing or laying off a
worker, there is the possibility that the laid-off employee will take legal
action against you. To avoid this
threat, you can negotiate a severance agreement with the employee. As part of the agreement, the worker will
sign a release stating that he or she gives up some or all rights to sue you.
Although employee releases have many uses, they are
most often used when you lack proper documentation to fire, but you want to cut
off an employment relationship and avoid the possibility of a lawsuit. They can also be used to offer early
retirement to a worker, or when you are seeking to end an employment contract
early by “buying out” the worker.
To be effective, the release must be:
In
writing
Signed
by the employee who is waiving the right to sue
A
knowing and voluntary waiver
Supported by adequate consideration (This means that
you must give the employee something of value in return, something that he or
she would not receive without signing the release.)
Make sure that the release can be read easily (this
means that the typeface should be large enough and the language used can be
understood by the employee). The
release should specifically refer to employment laws involved in the waiver of
rights. Your object is to be sure that
the employee can’t claim he or she didn’t know what the document said. Under no circumstances should you trick the
employee or make it seem that he or she had no choice about signing it.
·
Please
Note
Here are a few tips to increase the chances that
your release will be “iron-clad” if challenged in court:
Allow the employee time to think about signing
it. The more time the employee has, the
more likely that a court will not believe that the employee was forced to sign
the release.
Encourage the employee to review the document with
an attorney of his or her choice before signing it.
Allow the employee a period of several days to
change his or her mind after the release is signed.
Allow the employee to negotiate the terms and
conditions of the release (for example, let him or her substitute different
benefits for the ones you offered).
That way, a court will be more likely to believe that the document was
signed willingly.
The issue of consideration. Like all contracts, in order to be
valid, a waiver must be supported by
“adequate consideration”. That means
you must give the worker something of value in exchange for the waiver, beyond
what you are required to do by law. If
you have always given severance pay to workers you laid off, you must give the
employee something more than your normal severance pay in exchange for the
waiver.
Courts tend to like to see some dollars changing
hands, so you might consider offering a lump-sum payment of at least two weeks’
pay. However, you can also offer terms
like an agreement not to contest payment of unemployment benefits, or an
agreement that you will provide a satisfactory job reference if requested by
any prospective employers. These things
take little or nothing from your bank account, but can be valuable to the worker.
g. Avoiding employee
problems
1.
Workers
compensation – If you have even one employee, just have it!
2.
Payroll
Taxes – Pay them. They are not wiped
out in bankruptcy. You can go to jail for not paying them.
3.
Civil
rights – This will not come into play unless you have 15 or more
employees. A Title VII – Fair Labor –
avoid contracts or implied contracts (example for 90 days you are on probation
thereafter you are permanent.)
4.
ADA
– Again you must have 15 or more employees.
5.
Smoking. You can not say that smokers need not apply.
You can say that you have a smoke free business.
6.
Fair
Labor.
A.
Exempt
vs. Non-Exempt. If you do your own
typing on labor you are not exempt.
This means you must be paid for overtime.
B.
Documentation
– make your employees sign a time card.
7.
Issues
Involved in Firing Employees.
A.
Employment
contract-avoid unless an attorney writes it for you.
B.
Policy
Manual required if you have 15 employees.
Have one even if you have one employee.
C.
Civil
Rights – Not an issue unless you have 15 employees.
D.
Retaliation
Firings – Firing because an employee filed a workman comp claim. The employer will not win this one.
E.
Grounds
– Not doing the job.
If you use a temporary personnel service you can
avoid all the employee problems. The
employee works for the agency not you.
Controlling
our business’ supervision is one of our best strategies for improving
performance because all the improvements go directly to the bottom line as
profit. But is the quality of supervision in your business the result of a
pre-determined process or just serendipity?
Businesses should have a systematic process for managing people, which
can be audited and controlled.
The
biggest potential source of improvement in productivity is usually found in our
largest expense, and in most businesses that’s employee wages and
benefits. Most of us have been
squeezing as much efficiency as we can from the other expenses we face. We manage inventories as carefully as possible,
juggle our accounts payable, upgrade equipment, modernize, re-tool, recycle and
re-use. But, there’s only so much
efficiency we’ll ever realize from controlling telephone costs or rent or
supplies.
Improving
the return on investment in our resources usually involves spending more money
for upgrading production processes, equipment or facilities. But the startling thing about improving the
performance of our employees is that we can do it for no extra cost. We’re already paying wages and benefits for
our current productivity level. But if
we get our employees more productive through better supervision, our investment
in wages and benefits can stay the same.
Not
only will any increase in employee productivity go directly to profit, but
there’s also a multiplier effect. For
every 1% improvement in employee productivity, profits can increase by as much
as 5% to 20%, depending upon the financial characteristics of our business!
A
low-cost strategy to improve employee productivity is to improve supervision –
how our employees are directed, motivated, coached and developed. But employee
supervision should be a pre-determined and carefully managed process, and not
just good luck or left to the judgement of each individual manager. Today, the most successful strategy for
business success is to identify, improve and control the “ processes” in our
business, and employee supervision is one of the most important processes we
have. If supervision is not
systematically controlled, we’ve lost our opportunity to increase productivity.
Tragically,
even in the 1990’s, too many businesses have no systematic process for ensuring
productive supervision, and in these businesses the way people are treated by
managers and supervisors is out of control.
The cost for this serious oversight severely impacts the bottom line.
(c)
Copyright The Mansis Development Corporation
Dr.
Robert H. Kent is President of the Mansis Development Corporation, which
specializes in performance management for
new and growing businesses.
Email:
mansis@aol.com
01/23/99 16:34
9. DEGREES OF DELEGATION
The
following chart is a suggested guide for deciding how much of a task to
delegate to an employee. The amount of
delegation can be based on:
§
the
employee’s experience, capability and/or motivation
§
time
deadlines
§
amount
of time the supervisor has for supervision
§
the
importance of quality control
It
is generally a good idea to observe mastery of lower levels of responsibility
before expecting an employee to be able to perform at the highest levels
without a great deal of supervison.
Degree of Employee Responsibility

DEGREES
OF DELEGATION:
1. Employee only gathers facts.
2. Employee uses some judgement.
3. Employee makes recommendations.
4. Employee decides, but requires manager’s approval before taking
action.
5. Employee decides and informs manager of anticipated actions.
6. Employee takes action, informs manager if problem arises.
7. Employee takes action, only informs manager if problem arises.
8. Employee takes action, manager observes long range results.
Clearly STATING THE EXPECTATIONS for others’
behavior is a critical step toward their understanding of what they must do to
succeed. Expectation statements should
be unemotional and should relate to specific facts, policies or procedures,
which govern employee actions. They
should not threaten or accuse someone; however, they should spell out specific,
desired behaviors.
Carefully
choose the words or terms you use, and when ever possible, give the reason(s)
behind your instruction(s) for clarity. Include all the steps and order of
priority, if necessary (safety, quality control, production).
Get
the employee to work with the data by reviewing the procedures or sequence of
the task. Ask the employee to repeat
understanding back in his or her own words. Create a climate where the employee
can freely ask questions.
With
an experienced employee, don’t go into unnecessary details; however, emphasize
specific issues, particularly those involving something new. Repetition of basic instructions, policies
or procedures is important for the new employee(s).
Make
sure you have the attention of your employee; that s/he is not presently
involved in another task, is not nearing the end of shift, or you’re not singling out one employee on the group’s
time.
Have
various check points along the way to allow you and the employee to determine
whether or not the task is on schedule, progressing smoothly, or involves
problem-solving before proceeding.
1.a. TEN TIPS FOR TIP-TOP LISTENING
q
Take
notes. They aid retention.
q
Listen
now, report later. Plan to tell someone
what you heard, you will remember it better.
q
Learn
to want to listen. You must have Desire,
Interest, Self-discipline and Concentration to be a good listener.
q
Be
present. Watch the tendency to
daydream.
q
Anticipate
excellence. We get good information
more often when we expect it.
q
Become
a “whole body” listener. Listen with
your ears, your eyes and your heart.
q
Build
rapport by pacing the speaker.
Approximate the speaker’s gesture, expressions and voice patterns to
create comfortable communication.
q
Control
your emotional “hot-buttons”. Knowing what makes you react emotionally is your
key to preventive maintenance.
q
Control
distractions. Controlling internal and external distractions helps you manage
your working environment more effectively.
q
Give
the gift of listening. Listening is a
skill, and a gift. Give generously.
BARRIERS TO EFFECTIVE LISTENING
The
typical barriers to effective listening are as
follows. . .
INTELLECTUAL
PHYSICAL EMOTIONAL
|
Noise Visual
Distractions Behavior of
others Co-Workers Climate of the
Workplace Speaker Not Speaking Loud Enough or
Clearly |
Lack of Feedback
From Your Supervisor Faulty Feedback
from the Speaker Negative
Incentives for Listening Being a Target
for a Speaker’s Emotions |
Unfamiliar with
the Being Content of the Message Being Unfamiliar
with the Speaker’s Word Usage Having Problems
with the Speaker’s Language or Speech Receiving an
Incorrect Message |
||
|
Fatigue Health Problems Pain/Discomfort Hearing Loss |
Being Distracted
by Personal Problems Reacting
Emotionally Hearing What You
Want to Hear Being Biased in
Your Listening Jumping to
Conclusions or Making Assumptions Lacking Needed
Motivation |
Having Difficulty
Remembering Information Having Trouble
Applying What You’ve Leaned to the Situation Having Difficulty
Understanding or Processing the Message Trying to Do Two
Things at Once Thinking About
Two Things at the Same Time |
c. FEEDBACK
|
T |
he term feedback originally came from the field of cybernetics. Just as
the furnace in our home needs a thermostat to give it input or feedback as to
whether it is providing too little or too much heat (“Hey man, cool it!”) each
of us also needs our own interpersonal thermostat so that we can receive
feedback about our own behaviors which are perceived as effective or not so
effective by others. The process of sharing feedback is guided by ten rules,
which must be simultaneously operative in order for feedback to be most
effective.
1. FEEDBACK IS MY PERCEPTION
When I offer feedback it is my perception of your behavior and not a
general statement of how the specific behavior impinges on other people, for I
can only speak for myself. My feedback
is truth to me, but may not be fact.
The truth—not fact, aspect is very important in that I must read your
behavior through my perceptual filters, which automatically color the world.
Thus, two individuals may have completely opposite feedback regarding the
same behavior. Both are correct in their perception, because each has a
different set of truths.
2. FEEDBACK IS SOLICITED OR
AGREED TO
Feedback must either be asked for (I would like some feedback”.), or the
recipient of the feedback must give this okay for feedback to be given to
him. This rule escapes the possibility
that an individual must receive feedback when, in effect, he/she does not want
it.
3. FEEDBACK SHOULD BE CLOSE IN
TIME
Effective feedback is shared as soon after the behavior to which it is
directed, occurs. In the interaction: (Giver) “You remember six months ago when
we were”... (Recipient) “No, I really don’t remember...,” it is likely that the
recipient actually does not remember, or at best he remembers but has to
recreate all the feelings, statements, and thoughts which were applicable at
that time. Thus, it is likely that the effectiveness of the feedback decreases
as the length of time between the behavior and the feedback increase.
3.
FEEDBACK SHOULD BE CLOSE IN TE.
4. FEEDBACK IS ABOUT SPECIFIC
BEHAVIOR
Feedback should be directed toward as specific a behavior as possible.
General or global feedback may be nice, but not very helpful. For example, the
general feedback, “When you do that, I feel comfortable”, is not helpful
because the individual is not sure which of his many behaviors you are
referring to. Whereas, the feedback, '‘when you smiled at me just then, I felt
very good”, is helpful because the recipient knows exactly what behavior he
emitted.
5. FEEDBACK CONCERNS BEHAVIOR UNDER RECIPIENT’S CONTROL
Ideally, feedback concerns behavior over which the recipient has some
control, e.g., if your client stutters and this behavior disturbs you, you might
say, “John, when you stuttered just then, I felt very uncomfortable,”, at best
all he can say is “t, t, th, th-th, thank-you, ‘ou”. However, there is an
exception to this role in that it might be helpful for a person who cannot
control a behavior to be aware of its impact on you.
6. FEEDBACK BECOMES PROPERTY OF
RECIPIENT
Once you give feedback to someone, there is no implication that the
individual must change his/her behavior in order to align future behavior with
the feedback. Thus, there is no implied consent. The recipient retains the choice to change or not.
7. FEEDBACK IS EITHER POSITIVE OR
NEGATIVE
Often it appears that feedback is relative to behavior, which we respond
to in an uncomfortable manner. However, feedback can also concern itself with positive aspects of others’ behaviors.
8. FEEDBACK IS NON-JUDGEMENTAL
Effective feedback does not imply that “...you were wrong for doing (or
saying) what you did”. The best we can share with a person is how we respond to
a particular behavior is good or bad.
Clearly, feedback, which is given in light of the ten rules of feedback,
is not perceived as constructive criticism. Constructive criticism is not
usually responded to very favorably, for the individual perceives it as an
attack on his/her character and thus the person must defend themselves from the
attack.
Effective feedback is a tool or skill, which can only be acquired through
considerable practice. We would like to offer you some sentence stems, which
have proven to be helpful in giving effective feedback. These “stems” or
“castings” are:
I get the feeling
that...
I perceive that...
What I see...
What I heard you
say...
You came across to me
as...
9. FEEDBACK IS NOT ADVICE
Advice is based on the assumption that the giver has had all of the
experiences, thoughts, feelings, etc. that the recipient has had and is thus in
a position to tell the other person what to do. Moreover, advice has the subtle implication that “big ole sweet,
wonderful, bright, intelligent me is going to reach down and help little,
pitiful, dumb, awkward you”. Is it not
conceivable that our advice may not be received openly?
10. FEEDBACK IS GROUP SHARED
Ideally, feedback should be shared in a group in order to provide the
individual with maximum input regarding a specific behavior. Because Role 1
states that feedback is solely my perception, it might be that other people
view the individual’s behavior in a different way, it does not imply that my
perception is wrong, but just that it is different. If we each offer as much feedback as possible then we will
provide the individual with a greater range of data from which to decide if he
should change that specific behavior. It might appear that we are suggesting
that if you want to give feedback to your spouse or client you must invite your
neighbors over or ask some of your office partners to go along with you, not
true. In these cases the diad is the
group.
2. STAFF MEETINGS
Clear and frequent communication is an
essential tool for an effective manager.
Meetings for the entire staff need to be held to discuss new information
and instructions affecting the program as a whole. Periodic meetings need to be held with individual staff members
to provide opportunity for questions and feedback, which would not necessarily
be appropriate for group discussion. It
may be difficult to find time for meetings but it is critical to schedule them
as routinely as possible.
We've Got to
Stop Meeting Like This
by Jack Pachuta
______________________________________________________
How often have you heard the emphatic statement,
"We've got to stop meeting like this?" No, this is not a shout from some secret rendezvous, but rather
the emotions expressed by many individuals who attend regularly scheduled
company meetings. Frustrations
frequently result when these gatherings are poorly conducted and produce few,
if any, perceived results.
A consultant friend of mine, T. Frank Hardesty, used
to say (albeit a bit tongue in cheek):
"Be sick when meetings are called.
Never attend them. Later, ask
anyone who was at the meeting what happened and, within five minutes, you will
know anything of any significance that took place". While this strategy is extreme, it points
out a common feeling - most company meetings just aren't worth attending.
If your staff cringes when the work meeting is
uttered, consider these five guidelines for successful meetings. They will direct your thinking as to what
must be considered for meetings that produce results.
Guideline #1: Follow an
agenda. Too often, attendees enter the
meeting room unaware of what the meeting is all about. When they don't know what to expect, they
won't be totally prepared to participate.
Key facts and data may be left in their work areas and frustration
strikes if they are not able to fully discuss the issues.
The agenda must be published far enough in advance
for everyone to schedule the gathering and prepare to be a valuable
participant. Each attendee should
receive a personal copy of the agenda and have the opportunity to review
it. Company mail will suffice for most
notification, but E-mail can be even more effective in many office
environments. Whichever medium you
select, develop a system that ensures everyone will get the work.
A published agenda should include a start time and
an ending time. Attendees are more
likely to achieve results when they are working toward a specific deadline
rather than attending an open-ended meeting which ends only when everyone has
had his or her say. The discipline of
an end-time also enables the person who called the meeting to speed things
along to adjourn the meeting as scheduled.
(We've got to move on if we're going to end on time".) Or, it can become the reason for excluding
unnecessary additional topics.
("That's a good point, but we don't have the time to discuss it
right now".)
Also, the end-time allows attendees to plan the
remainder of the day without having to worry about the possibility of a meeting
extending longer than expected. Any
person who publishes an agenda will become a hero or heroine for the time
management considerations it indicates.
Guideline #2: List outcomes, not subjects. Don't call a meeting to discuss the new
training program. Instead, call a
meeting to implement the new training program in the accounting department by
January 31, 1995.
The first statement is a subject and doesn't direct
the thinking of the attendees. Instead, it opens up the meeting for the
inclusion of many extraneous issues.
The second statement is an objective and focuses everyone's attention to
find ways of achieving a specific result.
Each meeting should be called for only one reason. When objectives are mixed, attendees become
confused and the outcome cannot be honed to effectively meet organizational
needs.
Guideline #3: Invite
only those who should be there. A
consistent comment shared with fellow employees after many meetings is, "I don't know why I was invited. The meeting was total waste of time for
me". Often, departments schedule
meetings because "We always have our staff meeting at eight o'clock on
Monday morning". No consideration
is made as to whether or not the meeting is required - it is a routine that,
over time, may have become only moderately effective.
When Guidelines 1 and 2 are practiced, Guideline 3
is easy to implement. It follows that meetings should only involve those who
can supply real input to the desired outcome.
Everyone on the staff should not be invited to every meeting. It may seem like the politically correct
thing to do (making the assumption, of course, that politics exist in most
companies), but it does not make the meeting efficient. To maximize results, it is necessary to pick
and choose the correct mix that will achieve the meeting's objective.
Guideline #4: End the
meeting on-time. The best way to gain
points in your prowess rating for conducting meetings is to end on-time. By publishing the ending time in the agenda,
you make a commitment to the attendees.
By living up to that pledge, everyone at the meeting feels more secure
in your ability to coordinate meetings that are goal-oriented.
Of course, on rare occasions more time may be
required to resolve a particular issue.
If so, you must reach a consensus for extending the meeting by asking
permission. You might say something like, "It looks like we are close to
resolving this point. Do I have
everyone's agreement that we should extend this meeting by 30
minutes". A new end-time is
established which must be adhered to.
Guideline #5: Follow-up
the meeting with an action plan. A meeting is reinforced, not by distributing
minutes of the meeting, but by restating the plan that was finalized for
accomplishing the objective. The format
for this action plan is very simple.
Make three columns on a sheet of paper.
Over the first column write the work, "Who?" The second column is labeled
"What?" with the third column tagged "By when?" When everyone knows who will do what by when
in a chronological sequence, you have a cohesive action plan for reaching the
outcome that was set for the meeting.
In addition, this type of action plan serves another
vital function. Not only does it
indicate actions, responsibilities and a timeframe, but it serves as an
internal cross-cheek for the attendees.
It enables each person to understand how he or she fits into the overall
plan and provides a name to contact if something has not been completed
on-time.
Try using these guidelines when putting together
your next meeting. They will set you
apart as someone who understands the dynamics of working with others. As your reputation for running good meetings
improves, so will you influence in the organization. You will save time and effort as your meetings become events that
are approached with positive, constructive feelings by all attendees. Soon, they may even begin saying,
"We've got to keep meeting like this".
1.
Give
them job requirements.
Review required paperwork with deadlines, and
consequences if not met.
2.
Allow
job coaches to do own scheduling. Give them a set caseload they are responsible
for.
Team different people up at different times to learn
alternate job sites to support each other.
Require if they are unable to cover a planned job
site they find their own replacement (unless they are too ill or there is
another acceptable reason) with supervisor notification.
Require if they are unable to make a deadline they
let you know in advance with the reason.
3.
Have
weekly meetings and goo around the room giving each person time to give
individual updates.
Team up job coaches to make a group presentation at
a weekly meeting on a subject of their choice.
Make meetings fun and show acceptance of every
one. Give door prizes.
Acknowledge individual contributions to the group.
Allow each person to help others in some way.
4.
Establish
a monthly newsletter. Use the
newsletter to focus on success stories.
Use to give positive reinforcement to job coaches
who have done a good job.
Have job coaches submit articles on their clients.
5.
If
you have repetitive failures or problems with one of your staff, allow them the
opportunity to let you know what they perceive their problem is and how they
think they can solve it. Give them
whatever guidance you see fit, then hold them to the plan they developed.
Have them suggest ways you may be able to assist
them.
If training appears to be an issue, provide the
training within a specific time period, then reassess.
6.
Allow
job coaches to provide you with feedback on your management style. Analyze patterns for areas of strength and
those needing improvement.
7. Be willing to make accommodations. Keep flexible.