"One of the first things I do in a performance related situation is determine the root cause of the issue. Once I identify the cause, or mix of causes, I work with the resource to get them the support they need to fix the problem. This may mean speaking with their manager to adjust their workload, negotiating time off, assigning a mentor, securing time and funds for training, resolving a conflict with a co-worker, etcetera. I then partner with the resource to develop an action plan, a resolution timeline, and an accountability agreement.
Finally, I follow-up regularly to ensure the problem is fixed. In the event the issues continue, I escalate the problem per the agreement I made with the resource. I make it a point to be up front and transparent about my role in ensuring project and team success, and it is never a surprise if I have to resort to this type of action. Luckily, I have only ever needed to formally escalate a performance issue once in my career as a project manager."
