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DRAFT (KEEP “DRAFT” UNTIL FINALIZED) XX (INSERT FORMAL OR FINAL) COUNSELING ACTION PLAN
XX To: (INSERT EMPLOYEE NAME) From: (INSERT SUPERVISOR OR MANAGER NAME)
XX (JOB TITLE)
XX (DATE OF HIRE)
XX (INSERT DATE OF COUNSELING MTG)
Problem
CONDUCT: XX (Insert Specifics. Ex: Inappropriate Behavior, Disrespectful, Unprofessional, Unethical, Hostile, Inhospitable, etc.)
Even though you were previously XX (INSERT COACHED AND/OR FORMAL COUNSELED) on XX (INSERT DATE), your conduct remains unprofessional. (DELETE IF
NO PREVIOUS COACHING OR FORMAL HAS OCCURRED)
Most recent incident(s):
1.
On XX (INSERT DATE/TIME/LOCATION), XX (INSERT INCIDENT/EVENT/COMPLAINT INCLUDING WHAT, WHERE, WHEN, WHO)
2.
XX (INSERT SECOND INCIDENT IF APPLICABLE)
During the fact finding meeting held on XX (INSERT DATE), you stated XX (INSERT INFORMATION PROVIDED BY EE DURING FACT FINDING IF APPLICABLE)
Impact:
XX (INSERT IMPACT OF CONDUCT TO DEPT/SHOP/AREA. EX: Your conduct is disruptive to the workplace. Your conduct intimidated a co-worker or a member of the University community. Your conduct is damaging to client relations. Your conduct portrays a negative image on the dept/shop/area and does not contribute to a spirit of being a world-class organization.)
Expectation
Follow University and Facilities Services policies and procedures, specifically but not limited to: (DELETE WHAT IS NOT APPLICABLE)
The Facilities Services Employee Handbook
Under Ethical Standards it states in part:
FS is committed to its stewardship of University and state resources, and expects its employees to adhere to the highest standards of integrity and ethical behavior.
Under Hospitable Workplace it states in part:
Facilities Services will not tolerate harassment or abuse of any employee by any other employee, regardless of either employee’s position. We are also committed to ensuring that interactions between Facilities Services employees and all others in the University community are civil and courteous, and
FS HR 07/2015 SUPERVISOR/MANAGER SIGNATURE: ________________________________________ DATE: _________________________

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It is inappropriate and unacceptable for any employee to engage in verbal or physical conduct that is threatening, intimidating or demeaning. Employees who engage in verbal abuse, threatening statements, name calling, hostile or confrontational behavior will be held accountable.
Under Violence in the Workplace it states in part:
The UW is committed to providing a safe, healthful workplace that is free from violence or threats of violence and does not tolerate behavior,…that

Is violent

Threatens violence

Harasses or intimidates others

Interferes with an individual’s legal rights of movement and expression

Disrupts the workplace, the academic environment or the University’s ability to provide service to the public
UW Presidential Orders Executive Order No. 31 defines “harassment” as: conduct directed against a person….that is unwelcome and sufficiently severe, persistent, or pervasive that:
1) It could reasonably be expected to create an intimidating, hostile, or offensive work environment.
XX (INSERT APPROPRIATE DEPT POLICY AND/OR ACCOUNTABILITY PROTOCOLS; DELETE IF NONE)
Behave, communicate and conduct yourself in a professional, respectful and calm manner at all times.
Resolve problems in a proactive and courteous manner at all times.
Follow the instructions and/or directions given to you by your chain of command.
Your conduct within the work environment must comply with Facilities Services and University’s policies and procedures.
Failure to adhere to these expectations immediately may result in further corrective action, up to and including dismissal.
If you have questions regarding these expectations, please discuss with me immediately.
If you encounter a conflict with a member of the University community:
FS HR 07/2015 SUPERVISOR/MANAGER SIGNATURE: ________________________________________ DATE: _________________________

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
Listen to complaint without interrupting

Explain process calmly

If customer escalates or is not satisfied with your explanation, give them the name and number of your supervisor

XX (INSERT ADD’L INFO IF NEEDED)
To assist you in improving your conduct, you are required to attend XX. (INSERT TRAINING NAME/DATE/TIME/LOCATION; DELETE IF NOT SENDING) I will sign you up for this class when it is offered next.
CareLink is available for all employees to discuss workplace and/or personal issues.
FS HR 07/2015 SUPERVISOR/MANAGER SIGNATURE: ________________________________________ DATE: _________________________