Developing a performance improvement plan

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following bullets in a 3- to 5, which will include 2 Appendices. 

  • Begin with an introduction and then provide a summary of the case study.

  • Prepare a needs assessment to analyze both employees’ skill levels identified in the scenario. 

  • Based on the needs assessment, prepare an analysis of what should have happened, and what actually did happen, in the scenario. 

  • Based on the needs assessment, evaluate the appropriateness among possible choices of action (strategies), including discipline, development, improvement, or termination for the two employees. 

  • As a Human Resources professional, create a performance improvement plan for each employee that outlines the following: 
    • Expected behaviors;
    • Metrics for improvement;
    • Required action steps;
    • Consequences for not meeting the plan’s expected outcomes; 
    • Their manager’s role.

  • Prepare instructions for the manager on how to conduct a meeting with each employee about improvements and consequences.


Missed Pickup Means a Missed
Opportunity for 30 Seeking a Fellowship
By DEAN E. MURPHY FEB. 5, 2004

A missed courier pickup, an honest clerk and an unyielding federal bureaucracy have

conspired to deny 30 college students here the chance to compete for a prestigious

Fulbright research grant.

”It seems surreal to me,” said Mary Ann Mason, dean of the graduate division at

the University of California, Berkeley. ”It is an unnecessary, foolish, tragic incident.”

The students, all enrolled in doctoral studies, got the news on Tuesday night

from the university’s chancellor, Robert M. Berdahl, that their applications were

disqualified because they were late. Dr. Berdahl had earlier flown to Washington in a

failed bid to persuade education officials in the Bush administration to change their


”For these students to lose out on the opportunity to compete for the Fulbright

award in this way is outrageous,” Dr. Berdahl said. ”No one could have imagined the

Department of Education could have reacted the way it did.”

The department, which administers the Fulbright-Hays Doctoral Dissertation

Research Abroad Fellowship Program, rejected the applications because they were

not mailed by the Oct. 20 deadline, according to a letter to Dr. Berdahl from Sally L.

Stroup, an assistant secretary of education.

On that day, the applications were in an envelope at the university’s Sproul Hall

for pickup by Federal Express. But the courier did not come until the next morning

because of a ”software glitch,” said Sandra Munoz, a FedEx spokeswoman.

The company provided the university with two letters acknowledging the

mix-up and accepting blame for the late delivery. It also backdated the shipment’s

air bill to reflect the intended Oct. 20 pickup date.

”We realize how serious this is, and the inconvenience we are causing everyone,”

Ms. Munoz said. ”We certainly apologize.”

Late in the day on Oct. 20, an employee with the university’s graduate division

sent an explanation by e-mail to the Education Department, which told the

university to send the applications with the explanation from FedEx, university

officials said.

For months, the university officials assumed the problem had been worked out.

But the e-mail exchange, Dr. Mason said, came back to haunt them. It was cited last

month by lawyers for the department as grounds for rejecting the applications, she

said. Since the air bill had been backdated, the correspondence was apparently the

only evidence that the applications had not been sent on time.

”The final terrible remark of the lawyers was, ‘If you hadn’t e-mailed

Washington, we would have let it go because we wouldn’t have known there was a

problem,’ ” Dr. Mason said.

The implicit message, she said, was, ”Honesty is not the best policy.”

A spokeswoman for the Department of Education did not respond to several

telephone messages seeking comment. In a statement released Wednesday, Assistant

Secretary Stroup defended the decision.

”Although we are very sorry for UC Berkeley’s graduate students who had hopes

of Fulbright-Hays doctoral fellowships, the facts are indisputable: UC Berkeley was

negligent in failing to mail its application on time, despite the fact that for years the

university has applied for this program each fall,” she said.

”When it became apparent that Federal Express would not arrive in time, a

simple trip to the post office would have ensured that the university’s application

met the deadline,” she said. ”Sixty other institutions met the application deadline.”

Last year, 15 of the 30 applicants from Berkeley were awarded Fulbright

fellowships, ranging from $20,000 to $64,000.

In retrospect, the officials said, it would have been prudent to take the package

to a nearby FedEx office or the post office, but no one had envisioned a delivery error

would have such consequences. Now, officials are looking to FedEx to bring about

some sort of happy ending.

Dr. Mason said lawyers for the university were ”talking with FedEx about

sharing some responsibility.” She said one idea was that FedEx would provide some

doctoral research grant money.

Ms. Munoz said FedEx was eager to resolve the situation.

”Obviously,” she said, ”our goal is always 100 percent customer satisfaction.”

Jason Seawright, one of the applicants, said that while he would appreciate any

help, it would be hard for any other grant to match the résumé-building force of a


”In addition to the money, this is something that opens doors in your career,” he

said. ”Right, I’ll put that on my résumé: the FedEx fellowship.”

© 2016 The New York Times Company

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