risk management in employmentinfo.fortworthcpa.org/2017_cpe/mcd_ackall.pdfchannel aretha franklin...
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![Page 1: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/1.jpg)
RISK MANAGEMENT IN EMPLOYMENT
DANYELLE WILLIAMS ACKALL, SPHR
![Page 2: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/2.jpg)
AGENDA
• You can Dilute the Risk by…• Practice safe railroad crossings
• Do the laundry (list of Expectations
• Never throw a surprise party
• Buy a filing cabinet - Documentation
• Be Lady Justice (Fair treatment)
• Provide accurate report cards - Performance Evaluations
• Channel Aretha Franklin - Respect
• Keep it in the bedroom - Privacy
![Page 3: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/3.jpg)
WHAT IS MORE LIKELY?
You’ll be in a car accident OR You’ll be bitten by a zombie
![Page 4: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/4.jpg)
WHAT IS MORE LIKELY?
You’ll adopt a dog OR You’ll be a Cowboys’ Cheerleader
![Page 5: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/5.jpg)
WHAT IS MORE LIKELY?
You’ll receive a compliant against you at work OR
You’ll have to defend your actions in court
HR
![Page 6: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/6.jpg)
WHAT IS MORE LIKELY?
You’ll witness someone left out or pushed out at workOR
You’ll receive an EEOC Complaint for discrimination
![Page 7: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/7.jpg)
WHAT IS MORE LIKELY?
HR
![Page 8: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/8.jpg)
PRACTICE SAFE RAILROAD CROSSINGS
• Warnings
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 9: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/9.jpg)
PRACTICE SAFE RAILROAD CROSSINGS
• Performance/Behavior Warnings:
• Make them CRYSTAL clear
• Avoid sandwiching the bad news
• Be sure the information is timely
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 10: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/10.jpg)
PRACTICE SAFE RAILROAD CROSSINGS - CLARITY
• Think about the objective
• “This is a verbal warning”
• Descriptions of behavior and expectation
• Examples!
• Plan what you want to say and how you will say it
• Keep it simple
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 11: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/11.jpg)
PRACTICE SAFE RAILROAD CROSSINGS – NO SANDWICH
• Don’t sugar coat the coaching/counseling
• It is far kinder to tell someone about poor performance
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 12: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/12.jpg)
PRACTICE SAFE RAILROAD CROSSINGS - TIMELY
• Address issues quickly
• Avoid avoidance (finding another route)
• Handle it yourself
• Plan the conversation and provide examples
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 13: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/13.jpg)
DO THE LAUNDRY
• A laundry list of expectations:
• Job duties
• Deadlines
• Attitude/Willingness to volunteer
• Team approach
• General work ethic
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 14: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/14.jpg)
EXAMPLES – THEY SHOULD KNOW
• Always have something to write on
• Rise above office politics
• Be respectful of other people’s time
• Don’t talk money
• No surprises
• Be willing
• No helicopters
• Say thank you when given a compliment
![Page 15: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/15.jpg)
EXAMPLES – THEY SHOULD KNOW
• Ditch the gum
• Don’t trash your employer
• Do NOT answer the cell phone in the restroom
• Never underestimate the power of the administrative assistant
• Take responsibility for your mistakes
• Handshake, hairstyle, and attire matter
• 8:01 am is late; 4:59 pm is early
• You are not too good to: make coffee, make copies, take minutes
![Page 16: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/16.jpg)
NEVER THROW A SURPRISE PARTY
• Written warnings should never be a surprise
• Terminations should never be a surprise
• Poor performance reviews should never be a surprise!
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 17: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/17.jpg)
NEVER THROW A SURPRISE PARTY
• Coaching
• Verbal Warning
• Written Warning
• Suspension/Performance Improvement Plan
• Termination of Employment
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 18: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/18.jpg)
BUY A FILING CABINET
• Document, document, document
• Supervisor’s notebook
• Memo to file
• Memo with employee signature
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 19: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/19.jpg)
BE LADY JUSTICE
• Treat all employees fairly and equally
• Don’t single anyone out
• Most don’t know the law
• Be consistent
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 20: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/20.jpg)
PROVIDE ACCURATE REPORT CARDS
• Performance Reviews should accurately reflect performance
• Stop trying to be “nice”
• Fosters resentment in team
• Sets up employee to fail
• Don’t say one thing and do another
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 21: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/21.jpg)
CHANNEL ARETHA FRANKLIN
• R-E-S-P-E-C-T
• “Am I treating this employee the way I would want to be treated?”
• Acknowledge experience and knowledge
• Communicate when you can to build trust
• The walk of shame
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 22: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/22.jpg)
KEEP IT IN THE BEDROOM
• Privacy matters
• Confidentiality is key
• Emails always make it to the former employee
• Work distribution announcements get twisted
Agenda
• Practice Safe Railroad Crossings
• Do The Laundry
• Never Throw A Surprise Party
• Buy A Filing Cabinet
• Be Lady Justice
• Provide Accurate Report Cards
• Channel Aretha Franklin
• Keep It In The Bedroom
![Page 23: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”](https://reader031.vdocuments.us/reader031/viewer/2022030503/5ab0230a7f8b9adb688e883b/html5/thumbnails/23.jpg)
MANAGE THE RISK