EMPLOYEE COUNSELING CHECKLIST
Employee Name: Paul Smith Counselor’s Name: Isabella Garcia
Instructions: This serves as a guide for conducting effective employee counseling sessions. Tick the box when completed. Items are listed from session start to finish.
| Establish a comfortable environment. |
| Confirm the purpose of the counseling session. |
| Clearly define the issue(s) or concern(s) being addressed. |
| Encourage the employee to express their perspective. |
| Provide constructive feedback and suggestions for improvement. |
| Address any misunderstandings or misconceptions. |
| Collaboratively develop an action plan to address the identified issues. |
| Set clear and achievable goals. |
| Identify any resources or support systems available to assist the employee. |
| Offer guidance on accessing relevant support services or training. |
| Document key points discussed during the counseling session |
| Schedule a follow-up meeting to review progress on the action plan. |
| Summarize the key takeaways of the counseling session. |
| Reiterate the confidentiality of the counseling session. |
| Ensure the employee understands the action plan and next steps. |
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