Client sector: Charitable Services
Number of employees: 12
Location: Newport, South Wales
Issue to be resolved:
The charity believed that an employee had been sending emails containing client information to their home email address. Not only was this against organisation policy, it was also strongly suspected that confidential information was being leaked to external third parties.
The organisation had instigated disciplinary proceedings, but this had lead to the employee being signed off with stress. They had no idea how to manage the situation or resolve it.
My initial actions:
I reassured the business that this situation is actually very common. It wasn’t that they were managing their people badly, or that they had a particularly difficult employee.
The priority was to encourage the employee to return to work.
- I coached the organisation in how to speak to an employee who is off work with stress.
- I also advised them which questions to ask so they could formulate an action plan to help the employee return to work.
Dealing with the disciplinary
There were two parts to this:
- Advising the charity how to handle the situation objectively. The charity had made assumptions based on the evidence they had, but the employee needed to be allowed to provide their version of events.
- Coaching them on how to manage the disciplinary process. I provided step-by-step coaching on how to manage the entire disciplinary process. This included what to write in an invitation to a disciplinary hearing, how to hold the meeting, and what to include in an outcome letter.