8 Step Counseling Process

Front 1

First step

Back 1

Friendly greeting

Front 2

Second step

Back 2

Reason for the meeting

Front 3

Third step

Back 3

Employee explanation

Front 4

4th step

Back 4

Supervisor review

Front 5

5th step

Back 5

Violations

Front 6

Sixth step

Back 6

Plan of action - smartccodn

Front 7

7 step

Back 7

Review plan of action and summarize

Front 8

8 step

Back 8

Positive close

Front 9

Friendly greeting

Back 9

Set The ground rules for the discussion. Turn off cell phones. Put unit out of service. I will be taking notes. Undevided attention.

Front 10

Reason for the meeting

Back 10

Do not accuse. Explain this is an investigation/informal inquiry . This may require Association representation. This is a fact-finding meeting.

Front 11

Employee explanation

Back 11

Ask open-ended questions. What happened.

Front 12

Supervisor review

Back 12

Repeat the employees explanation to make sure you have the accurate details. Be open to Corrections. I want to be clear I understand you said...

Front 13

Violations

Back 13

This is where you state the policies, procedures, Department values, sog, or anything you could tie into what violation or infractions were caused

Front 14

Plan of action

Back 14

smartccodn. State the consequences. This is where a corrective counseling, oral reprimand, written reprimand, additional training, drills, loss of privileges, what you going to do to correct the situation.

Front 15

What does Smartccodn stand for

Back 15

Specific, measurable, attainable, resource, time frame, consequences, contingencies, obstacles, delegate, notify.

Front 16

Review plan of action and summarize

Back 16

What transpired during the meeting. What if any discipline will be imposed. What will happen if future infractions occur.

Front 17

Positive close

Back 17

This should encourage employee to succeed. Employee may not agree with this point however they must understand that behavior will not be tolerated. I want you to know you are a valued employee. I am confident that you are going to get through this and I am committed to helping you do just that.