Diagnosing Employee Performance Issues Worksheet

Your progress Step 1 of 4

Identify the Performance Gap

Compare expected performance to actual performance to name the gap clearly.

Employee / Role

Expected Performance	Current Performance	The Gap

Key Reminders

Performance is task-specific — people excel at some tasks and struggle with others.
Most issues involve several contributing factors at once. Your job is to unbundle them.
Don’t start fixing with the remedy you wish to use. Choose interventions that fit the diagnosis.
This process works best as a dialogue with your direct report — get curious together.

Gather Information & Pinpoint Root Cause

Use these questions to eliminate possible causes and zero in on what’s actually driving the gap.

Starter questions to clarify the gap

When does the poor performance happen? How often does it occur? What specifically happens, step by step? Where does it happen — in the process or physically? Who is involved — just this person, a few, or everyone?

Questions to ask your employee or others

Data or information to gather

What’s become clearer? Likely root cause(s)

💡 Tip: Use Sophia

If you’re unsure which questions to ask your employee, consider bringing this to Sophia. Share what you’re observing and ask her to help you think through the right questions for your specific situation.

Identify Targeted Remedies

Choose interventions that fit your diagnosis. Remember: training won’t fix an incentive problem.

💡 Use Sophia to think through remedies

Tell Sophia what you’ve learned: the specific behaviors you observed, the root causes you identified, and the boxes that were most relevant. Ask her for suggestions on targeted next steps.

Remedy / Action	Owner	Notes

What support is needed? Who else needs to be involved?

How will you track and measure improvement?

Additional notes

Adapted from The Six Boxes® — Carl Binder, Ph.D., based on Thomas F. Gilbert’s Behavior Engineering Model.

Diagnosing Employee Performance Issues Worksheet

Diagnosing Employee Performance Issues Worksheet

Table of Contents

Overview

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Diagnosing Employee Performance Issues Worksheet

Diagnosing Employee Performance Issues Worksheet

Table of Contents

Overview

Tagged In

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