5-Step Intervention Process We can use this process to respond to any problematic behavior. Observe Document Confront Refer Follow-Up

5-Step Process: Observe Document Confront Refer Follow-Up Observe Patterns in: Absences / Tardiness Lack of dependability Interpersonal problems Health or safety Issues Physical symptoms Unusual behavior

5-Step Process: Document Observe Document Confront Refer Follow-Up Document Facts Who, When, Where, What Significant remarks by employee Actions taken Clear job expectations Good idea to contact HR as well

5-Step Process: Confront Observe Document Confront Refer Follow-Up Confront Prepare ahead of time, but act promptly Be respectful Listen

How to Confront - Respectfully Call your Employee Assistance Consultant (if available), Human Resources Department, or Medical Department for consultation and coaching Choose a private setting Identify the behavior(s), not the problem(s) Identify how these behaviors affect us and others Identify consequences Identify feelings Discuss documentation Outline expectations & consequences Be supportive, but expect results!

5-Step Process: Refer Refer Refer Observe Document Confront Refer Follow-Up Refer Be clear: Outside help is not mandatory; improved job performance is! Describe what resources are available Emphasize confidentiality Express hope & concern Promise follow-Up

5-Step Process: Follow Up Observe Document Confront Refer Follow-Up Follow-Up Monitor job performance Provide regular feedback vs. expectations Reinforce improvement Hold employee accountable for performance