District Resource Guide - Polk County School District

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When did I make these observations/documentations?
When and how did I make the employee aware that I thought a
problematic situation existed?
What were my responses to the situation? Did I give advice, directives, or
point out the undesirable consequences of a continuation of the problem?
What were the employee’s responses to my perception of the situation?
Were there points of agreement?
What was my follow-up to the conference(s)?
Was a plan of assistance delineated, and was it provided to the employee?
If resource personnel were involved, who were they, what did they do,
when did they do it, and what was the result?
Did the problem persist? Was the employee advised of this? When and
how?
A Closer Look
Sample Letters
In keeping with our goal of providing you with the most “bulletproof” documentation in
support of Letters of Concern and Progressive Discipline actions, below please find the
following letter templates:
• Letter of Concern (Not disciplinary in nature and not required by Collective
Bargaining Agreements)
• Verbal Warning With a Written Confirmation (Step I)
• Written Reprimand Following a Conference (Step II)
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