The first steps you need to take in order to produce written feedback is take notes during the meeting, but you should state this at the beginning and identify the reason for taking notes. You could check by asking "Is it okay with you if I take some notes to record what we're discussing, so we can both remember what we've agreed to and our next steps?" If taking notes makes you or the employee uncomfortable, you could record the meeting with a voice recorder or if this is still unacceptable, it could be better just to summarize the meeting afterwards. If you do take notes or make a summary, include the following:
·the date ·attendees ·key points and phrases the employee uses, (not necessarily quotes), including their own self-assessment ·key points and phrases you used yourself ·issues or points of disagreement, if any ·agreed summary and next steps
After the meeting, you need to create a development plan: this is a useful and important tool for considering skills or behaviour to work on in the future. You might need more time or additional information to develop the plan as a follow-up meeting. It should include the following:
·specific goals ·timeline ·action steps ·expected outcomes ·training required, if applicable ·practice required ·feedback required
The development plan can then be part of the employee's record and can be used to measureperformance improvements. |
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