WEBVTT 00:00:00.346 --> 00:00:01.978 What we're talking about 00:00:02.024 --> 00:00:03.519 is FOSA. 00:00:03.675 --> 00:00:08.095 That's stands for Facts, Objectives, Solutions, and Action. 00:00:08.331 --> 00:00:12.235 Now, when you're documenting discipline, these are the things you must include. 00:00:12.366 --> 00:00:14.852 The system won't just help you in lawsuits. 00:00:14.907 --> 00:00:17.315 It can help keep you out of court altogether. 00:00:17.379 --> 00:00:18.380 So, 00:00:18.396 --> 00:00:22.457 you mean we should build a paper trail in order to fire a problem employee. 00:00:22.549 --> 00:00:25.386 It may seem that way at first, 00:00:25.401 --> 00:00:27.352 but our real goal 00:00:27.389 --> 00:00:29.774 is to try to help the employee succeed. 00:00:29.853 --> 00:00:32.482 So, the idea is to avoid termination? 00:00:32.498 --> 00:00:33.212 Right. 00:00:33.249 --> 00:00:36.337 Termination is the last resort... 00:00:36.586 --> 00:00:37.998 ...and FOSA 00:00:38.076 --> 00:00:39.847 can help you become better managers 00:00:39.862 --> 00:00:44.130 by giving you a fair and consistent way of dealing with these employees. 00:00:44.145 --> 00:00:47.386 Just sounds like a lot of extra paperwork to me. 00:00:47.531 --> 00:00:49.026 Not really... 00:00:49.063 --> 00:00:51.644 take a look at the incidence diaries in front of you. 00:00:52.648 --> 00:00:55.485 What? The... the planner? This looks just like a calendar. 00:00:55.500 --> 00:00:56.422 Right. 00:00:56.488 --> 00:00:59.821 That's all you need to record incidents when they occur. 00:00:59.953 --> 00:01:03.610 It becomes a reference for the documenting you will do later. 00:01:03.911 --> 00:01:07.867 The template in your binder is also on your manager app and on the network. 00:01:07.921 --> 00:01:10.289 And what's a typical entry look like? 00:01:11.097 --> 00:01:15.407 It should be brief, specific, and focused on behavior. 00:01:15.422 --> 00:01:17.659 So, for today, for example, 00:01:17.697 --> 00:01:19.235 you might write: 00:01:20.109 --> 00:01:21.215 George. 00:01:21.424 --> 00:01:24.209 Late for work third time this month. 00:01:24.366 --> 00:01:28.609 Counseled him on the importance on being on time each day. 00:01:29.041 --> 00:01:30.876 Or, Thursday. 00:01:31.007 --> 00:01:33.298 Shay miscalculated budget. 00:01:33.313 --> 00:01:36.423 Will require six hours overtime. 00:01:36.555 --> 00:01:38.090 Oral warning. 00:01:38.404 --> 00:01:39.223 See? 00:01:39.315 --> 00:01:44.327 Short factual notes on the what the employee has done and what I have done. 00:01:44.549 --> 00:01:47.387 And, what do we do with this information? 00:01:47.596 --> 00:01:51.709 You use your notes to write a disciplinary action memo. 00:01:51.802 --> 00:01:53.142 What goes in that? 00:01:53.261 --> 00:01:55.160 Just the facts ma'am. 00:01:55.474 --> 00:01:57.474 Facts are not opinions, 00:01:57.489 --> 00:01:59.288 judgment or gossip. 00:01:59.445 --> 00:02:01.150 Facts are... 00:02:02.584 --> 00:02:03.819 what happened, 00:02:03.843 --> 00:02:04.939 where it happened, 00:02:04.999 --> 00:02:06.410 when it happened. 00:02:06.571 --> 00:02:09.157 Who can give me an example of a factual entry? 00:02:09.250 --> 00:02:09.952 Okay, 00:02:09.975 --> 00:02:13.793 this morning at 9:30, my careless admin sent me into a quarterly meeting 00:02:13.809 --> 00:02:15.809 with a report that made no sense 00:02:15.836 --> 00:02:17.660 and made me look like a fool. 00:02:17.701 --> 00:02:18.454 Okay, 00:02:18.480 --> 00:02:20.108 let's take a look at that. 00:02:20.186 --> 00:02:21.111 First, 00:02:21.126 --> 00:02:23.324 careless administrative assistant. 00:02:23.364 --> 00:02:24.926 That's judgmental. 00:02:25.097 --> 00:02:26.931 How is she careless? 00:02:26.992 --> 00:02:30.316 Well, she procrastinates and by the time she finally does get something to me, 00:02:30.331 --> 00:02:32.204 it makes no sense. 00:02:32.283 --> 00:02:33.505 Better. 00:02:33.614 --> 00:02:36.345 What do you mean that the quarterly report makes no sense? 00:02:36.386 --> 00:02:38.259 It's full of omissions and errors. 00:02:38.274 --> 00:02:38.845 Good. 00:02:38.951 --> 00:02:41.111 Those are the facts. 00:02:41.282 --> 00:02:44.275 The part about making you look like a fool... 00:02:44.354 --> 00:02:45.954 Yah. Opinion. 00:02:45.981 --> 00:02:47.113 I got it! 00:02:47.349 --> 00:02:51.579 Another way to identify a fact is to use your senses. 00:02:51.658 --> 00:02:54.014 What did you see, what did you hear, 00:02:54.063 --> 00:02:56.098 what did you taste, touch, or smell? 00:02:56.555 --> 00:03:00.004 Let's say you think an employee is a sloppy worker, 00:03:00.097 --> 00:03:02.790 give me an example of some facts you might put down. 00:03:03.247 --> 00:03:05.121 How about... 00:03:05.186 --> 00:03:07.751 I saw them leave materials on the floor 00:03:07.818 --> 00:03:09.818 after they had used them 00:03:09.923 --> 00:03:11.071 and had gone home. 00:03:11.203 --> 00:03:11.996 Sight. 00:03:12.049 --> 00:03:12.868 Good. 00:03:12.987 --> 00:03:14.340 I touched it... 00:03:14.576 --> 00:03:17.009 and it was slippery and greasy. 00:03:17.208 --> 00:03:18.586 Touch. 00:03:20.122 --> 00:03:22.530 I heard someone telling a co-worker that 00:03:22.545 --> 00:03:24.965 checking for errors is too much trouble. 00:03:25.044 --> 00:03:26.306 Hearing. 00:03:26.984 --> 00:03:30.785 Those are all observable, specific and factual. 00:03:32.478 --> 00:03:35.082 Sorry. I meant to leave my phone at my desk. 00:03:35.331 --> 00:03:36.189 Okay... 00:03:36.216 --> 00:03:37.989 Let's take a short break. 00:03:38.066 --> 00:03:38.897 Ugh... 00:03:38.962 --> 00:03:40.485 Seriously?!? 00:03:41.137 --> 00:03:42.243 Is something wrong Sydney? 00:03:42.259 --> 00:03:45.238 The printing company is screaming at me for an annual meeting schedule 00:03:45.254 --> 00:03:47.374 and Lorie hasn't finished it yet. 00:03:47.415 --> 00:03:50.499 I'm sorry Claudia. I've got to go do somebody else's job. 00:03:50.527 --> 00:03:51.780 Is that an excuse? 00:03:51.842 --> 00:03:52.888 No... 00:03:52.903 --> 00:03:55.437 unfortunately, that's a fact.