Start with the mindset that you are the coach, not the boss. Make sure your direct report knows you want him to succeed, and that you have some valuable feedback that will allow him to course-correct before the problem becomes too large to fix. He won’t change simply because you demand it, and he won’t react positively if you use language like “you made me look bad.” Instead, he will want to know that you share his best interests and can provide a road map for how to change.
As a coach, your job is to point out the specific action or steps that he needs to take in order to be successful. Find out if your organization has role guides, job frameworks, or other documentation that can provide you and your direct report a playbook with mutually understandable guidelines. Even a job description is better than nothing. Many performance gaps are not due to lack of skill, but rather a lack of clear expectations. If you take responsibility for not laying out clearer expectations previously, you will create a foundation of trust with your employee.
Use facts to compare and contrast your direct report’s performance against expectations (this is a good time to point back to clearly documented roles and responsibilities). Identify specific examples so that each of you are on the same page. Do not focus on the possible cause of the shortfall or anything else that is debatable. A common issue here is for employees to feel like their manager is out to get them. Your direct report will feel this way if the performance gap is purely based on opinion or if your feedback includes vague language such as “the plan needs to be more strategic.” Break down his responsibility into clear, observable, and/or measurable components, leveraging whatever role-based documentation exists.
This is an opportunity that your direct report can and should embrace. It is important that they buy into the need for change and agree to a performance improvement plan. That plan should include answers to the following:
It is critical that you actively manage the plan over a long period of time. If performance meets expectations, recognize that at checkpoints or even between them, so your employee feels the momentum of being on track.
Simply demanding better performance, as if it were a manager’s right, is not enough to generate sustainable improvement. Managers that approach the conversation with a coach’s mindset, provide a playbook to clarify expectations, identify specific issues, and partner with their employees have the best chance of improving performance and building loyalty. Managers and direct reports that come through this process together forge rewarding relationships and continue learning together.