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FOSA™ Documenting Discipline

Address performance issues, take disciplinary actions & avoid lawsuits.

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Documenting Performance Is Essential!

FOSA™ Documenting Discipline is a comprehensive training program designed to equip managers with the tools and knowledge necessary to effectively document disciplinary actions within their organizations. With emphasis on factual, objective, solution-oriented, and action-driven documentation to improve employee performance and protect the company legally. It is an invaluable resource for creating a more productive and legally compliant workplace.

Handling performance problems and disciplining employees are major parts of every manager's or supervisor’s job. And when you think about it, disciplining employees is one of the most difficult parts of a manager’s job. Documenting performance is essential in correcting performance problems and protecting yourself as a manager. This powerful program provides steps to ensure solid, consistent documentation procedures throughout your company. Using the FOSA™ method, managers will possess the tools to effectively and legally address performance issues.

Deep in performance issues?

Here's an example of the need to implement progressive discipline. Using FOSA™, managers and supervisors have the tools to effectively tackle key workplace issues.

Late Again?

Summary: An employee arrives late and makes excuses about traffic and weather. The manager confronts the employee about their chronic lateness and the impact it has on their work.

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Communicate Your Expectations

Communicating your expectations is paramount if you want your employees to improve. FOSA™ gives you a process for working through performance issues.

I Need That Report Today!

Summary: Two coworkers discuss an urgent need for a report to be completed and the errors in the current version. The urgency of the situation becomes clear as the conversation progresses.

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Sometimes Things Just Don't Work Out

You've used progressive discipline to help bring issues to the forefront. With FOSA™, you gave ample opportunities for improvement. It's up to the employee to make those changes stick.

I Quit!

Summary: An employee discusses incomplete assignments, missed deadlines, warnings with their boss... and then abruptly quits. What would you do in this situation?

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Scenarios Covered In This Program

  • Chronic Lateness: Addressing persistent tardiness and its impact on productivity.
  • Inaccurate Reporting: Dealing with errors in data reporting and its consequences.
  • Missed Deadlines: Managing the repercussions of failing to meet project timelines.
  • Lack of Focus: Tackling distractions and lack of concentration during work hours.
  • Procrastination: Overcoming delays in task completion and its effect on workflow.
  • Failure to Follow Instructions: Handling situations where instructions are not adhered to.
  • Unprofessional Behavior: Documenting instances of unprofessional conduct in the workplace.
  • Insubordination: Responding to challenges to authority or refusal to obey orders.

Key Benefits for Trainees

  • Enhanced Legal Protection: Reduces the risk of wrongful termination lawsuits.
  • Improved Employee Performance: Encourages a fair and consistent approach to discipline.
  • Clear Communication: Establishes clear expectations and objectives for employees.
  • Effective Problem-Solving: Provides solutions and actions to address performance issues.
  • Consistency in Documentation: Ensures all managers document incidents uniformly.
  • Professional Development: Helps managers become better leaders and communicators.
  • Positive Work Environment: Aims to retain employees by helping them succeed rather than terminating them.

Competencies Covered

  • Effective Documentation Skills: Learn to record incidents accurately and objectively.
  • Communication Techniques: Master the art of conveying expectations clearly.
  • Problem-Solving Abilities: Develop strategies to offer practical solutions.
  • Leadership Qualities: Enhance leadership by practicing fair and consistent discipline.
  • Legal Awareness: Understand the legal implications of disciplinary actions.
  • Performance Management: Gain skills to improve employee performance and accountability.
  • Conflict Resolution: Learn to handle difficult conversations with confidence.

Frequently Asked Questions

What does FOSA stand for?

Facts, Objectives, Solutions, and Action. It's the model for documenting employee actions and forms a path to progressive discipline.

How does FOSA prevent legal issues?

By providing managers and supervisors a clear, effective and documented process for disciplinary actions.

How does FOSA improve employee performance?

It provides a structured approach to identifying and resolving issues.

What if an employee fails to improve after FOSA documentation?

The program outlines progressive disciplinary actions, including termination - if necessary.

Does FOSA suggest any preventive measures for disciplinary issues?

Yes. It encourages proactive measures like regular feedback and clear communication to prevent issues.

Can FOSA help with employee retention?

Yes. By focusing on improvement and fair treatment, it can increase employee satisfaction and retention.

What is the duration of the training program?

The program is designed to be flexible (1 to 2 hours), with modules that can be spread out over several training sessions.

Who should attend this training?

It's ideal for HR professionals, team leaders, managers, executives and any staff members involved in day-to-day interactions with employees and team members.

What if I don't have a training program for documenting discipline in place?

Here are some of the negative consequences could arise:

  • Ineffective Discipline: Without a structured approach like FOSA, disciplinary actions may be inconsistent and ineffective.
  • Legal Vulnerability: Lack of proper documentation can lead to legal challenges and potential lawsuits.
  • Managerial Inefficiency: Managers may struggle with addressing performance issues, leading to unresolved workplace conflicts.
  • Decreased Employee Morale: Employees may perceive a lack of fairness and support, which can lower morale and productivity.
  • Poor Performance Continuation: Performance issues may persist if not addressed systematically, affecting overall team output.
  • Increased Turnover: A negative work environment without clear disciplinary procedures can lead to higher staff turnover.
what will happen

Program Options & Available Formats


Streaming Video

Interactive eLearning


Library License

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Video Length: 26 Minutes
Program Option: 2-Hour Instructor-Led Sessions


Leader's Guide, Self-Study Guide, Assessment, Workshop Presentation


English, Spanish, French (Canadian), Portuguese (Brazilian), German, French


Hiring Managers & Supervisors, Human Resource Professionals

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