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Resource Center for Addressing and Resolving Poor Performance

Step Two Checklist: Providing An Opportunity to Improve

Use the following checklist to make sure that you have completed all the actions related to Step Two.

Step Two Checklist
Item Yes No
In the opportunity notice did you tell the employee that his or her work was unacceptable in one or more critical elements?    
Did the opportunity notice tell the employee specifically what he or she had to do to improve performance in order to keep his or her job?    
Did you explain what efforts would be made to assist the employee (including training, if appropriate)?    
Was the notice clear that continuing failure to meet performance standards would result in demotion or removal?    
Did you provide the promised assistance (training, etc.) to the employee?    
Did you consider any requests for accommodation?    
Did you document the employee's performance during this opportunity period?    
Did you take into account any approved annual, sick, or other leave during the opportunity period?    
When the opportunity period ended, was the employee still performing at an unacceptable level?    
If the employee succeeds in raising his or her performance to an acceptable level, remind the employee of his or her continuing obligation to maintain acceptable performance.

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