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April 28, 2010    Vol. 8 Issue 17    visit archive    share   



  
  
Q&A
Forced Retirement of a Valued Employee

 
ABOUT THE AUTHOR
Joseph Grenny
Joseph Grenny is the author of three bestselling books, Influencer, Crucial Conversations, and Crucial Confrontations.
  
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Q  Dear Crucial Skills,

Our employee, "Mr. Ned," will turn 70 in September after working for us for 17 years. He has been one of our most productive employees and a model for the younger technicians to aspire to. However, in recent months he has started to slow down and the quality of his work is declining.

It is hard to see a good friend grow old, but we must attend to this situation. While we care for him and appreciate his years of hard work, how can we tell him that we must let him go?

Signed,
Shy about Retiring

A Dear Shy,

In order to get this conversation right, you will need equal measures of respect, firmness, and clarity.

1. Respect. There's a good chance Mr. Ned will find this conversation terribly unpleasant. However, you can reduce his suffering immensely if you make it plain throughout the conversations that he is talking with someone who regards him highly. If he walks away concluding that he is not respected, your message about his performance will be lost. Come in to the conversation prepared with more than just general platitudes about him. Rather, share specific expressions of appreciation and recollections of important contributions he has made over the years. Use these compliments judiciously throughout your conversation.

2. Firmness. If you've concluded that he needs to retire, do not string him along by turning your conversation into a performance review. If, for example, it is clear he is physically incapable of handling the pace, pressure, or technical demands of the job, do not leave any doubt that this is the case. If he thinks he might be able to improve in coming months and hang on a little longer—you have failed. You're adding to his misery by agreeing to put him into a situation where he simply can't win. If you fail to communicate that this is not a motivation problem, but an insolvable ability problem, he may try to bargain with you for things that are not physically possible.

Now, I'm assuming in this situation that you have followed proper HR procedures and documented concerns over some period of time so that it is your prerogative to require retirement. If you have not, you will need to step back and begin that process.

3. Clarity. This is one of the most common areas in which people under-prepare for crucial confrontations. You need to be crystal clear on the facts. What evidence do you have that his performance has slipped to unacceptable levels? Can you demonstrate that it is a pattern? Do you have enough examples of attempts that have been made to coach him in these areas to persuade him that this is not a motivation problem? If, for example, he used to put out a drawing in four hours that now takes 12, you need to share enough evidence that he'll understand your concerns. If he is desperate to hang onto his job, he may try to refute your examples. To avoid this, you need to do two things: 1) refer regularly to the recurring pattern; 2) provide enough data points to establish the pattern.

For example, if he says, "But the customer kept feeding us new requirements on that drawing, so of course it would take longer!" You need to say, "I understand there may have been special circumstances. The issue is that over a period of months, with over a dozen drawings like this, your turnaround time has more than doubled. The pattern is the problem."

Now, I also encourage you to share no more than is needed. He may have noticed the same problem and is relieved to have it in the open. I watched this happen several years ago with a very senior engineer who was losing his hearing in a way that impeded his performance. He was too proud to wear a hearing aid until a colleague had a crucial confrontation with him in a wonderfully respectful but firm way. This storied engineer was grateful the issue had surfaced as the burden of pretending there was no problem had become quite taxing. He got a hearing aid and then retired a couple of years later. The hearing aid conversation helped him acknowledge he was moving to a different phase of life and take steps that prepared him for retirement. If your colleague tumbles to the conclusion quickly in the conversation, stop sharing data and simply move to a supportive conversation to explore next steps.

Finally, let me suggest an alternative option. I have seen many instances when companies are prudent enough to be creative and retain the wisdom aging employees have to offer. For example, could he move to a part-time role? Could he become an advisor? Could he mentor younger employees—even on a contract basis? Or could he simply be invited back now and again for project reviews?

It's easy to underestimate the immense tacit knowledge senior employees have and later regret letting all of their experience walk out the door. One of the most sincere expressions of respect—and wisest HR moves you could make—would be to find a creative way to not "put him down," but keep him up!

I can tell you care deeply about Mr. Ned and am confident he'll know that as you hold this very crucial confrontation.

Joseph

related material: Comment
vol. 5 issue 31: Anticipating Bad News    
vol. 7 issue 7: Layoffs—How to Avoid Adding Insult to Injury
vol. 7 issue 31: Influencing Corporate Culture

 
Letters to the Editor

Dear readers,

After this month, we will discontinue the Letters to the Editor. However, we invite you to leave your comments and feedback and join the conversation on the Crucial Skills blog. We also welcome your continued feedback via e-mail.

Best regards,
The Crucial Skills Newsletter Editors

 

RE: "When It's More than Motivation" (April 7, 2010) 
Joseph, I applaud your ability to take this feedback and create a wonderful learning experience for us all! I always look forward to these e-mails. Kudos to you and your team! Thank you for the transparency in which you operate.

Stacy (from the Crucial Skills blog)


RE: "Changing Racist Behavior" (April 14, 2010) 
In a work environment, the issue is not the color of my skin, but whether or not I meet the expectations of the job. Regardless of skin color, we can all give accounts of times that we have felt discriminated against, or have been the victim of some real or perceived injustice. To allow poor performance due to the race of any employee is just another injustice that breeds contempt among coworkers.

We must keep the lines of communication open in order to try to understand each other, the differences in our cultures, and the way we perceive things differently from one another. There will be times that we disagree, but we can disagree in a respectful way.

Dan Yoakam (from the Crucial Skills blog)


RE: "Kerrying On: Tombstone Talk" (April 21, 2010) 
This article brought tears to my eyes. As a working mother, I often struggle more with my role as mother than my role as employee. Work-home balance seems impossible as I place so much priority on being absolute in my loyalties to my employer. Perhaps it is my personal sucker's choice as I really do have an empathetic boss.

Your article made me think of all the special moments I do share with my daughters. Most of them are as simple as the smile on my 18-month-old's face or the out-of-the-blue "I love you" from my three-year-old. While I notice the joy I feel on a few of these occasions, I am positive I miss the majority. Thank you for the reminder.

Sheila Porter (from the Crucial Skills blog)


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