1. Explain the purpose of the counseling—what was expected and how the subordinate exceeded or failed to meet the standard.
2. Remain neutral.
3. Address and explain the specific behavior or action—do not address the subordinate's character.
4. Explain the effect of the behavior, action, or performance on the rest of the organization.
5. Actively listen to the subordinate's responses
6. If failing to meet the standard, teach the subordinate how to meet the standard and recognize patterns of behavior that may keep the subordinate from meeting the standard.
7. Be prepared to conduct personal counseling, since a failure to meet the standard may be the result of an unresolved personal issue.
8. Explain to the subordinate how developing an individual development plan will improve performance and identify specific responsibilities in implementing the plan. Continue to assess and follow up on the subordinate's progress. Adjust the plan as necessary