No matter which option you select, the content will vary depending on the process step you are taking. Here are the basic differences:

•   Process Step 1: Verbal discussionDocumentation for this step focuses on the information conveyed, and the performance-improvement plan developed and agreed on, during the performance counseling session. It is a clear, faithful record of the session.

•   Process Step 2: Written discussionDocumentation for written discussion focuses on unmet expectations for improvement; it reminds the employee of his or her agreement to carry out the performance-improvement plan in Step 1, and of any developments that took place ...

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