Many organisations offer a probation period for new staff and it seems 3 months is often the norm, so what might some of the challenges be, and how would you overcome them? I hope to answer these questions for you, BEFORE you get into a potential minefield with an employee or potential new recruit.

Know…

• What  you want them to do… It’s one thing to get a new person and say “probation period”, and watch them “try to do their best”, but what do you expect them to know and be able to do in that time? Make a great list of the tasks, values and beliefs they should know as starting points of creating a solid plan of action for training the employee. Ask other in your organisation to have input so it can be a great outline using collective intelligence, not just your ideas.
• When you want them to do it by...Then make a loose plan of action showing start and end dates for the probation period. When they start let them know the dates and diarise these for your reference.
• What level or standard you require… It’s okay to say the person has learnt something and they are competent, but for a long term employee  you probably want  more than just the ability to do a task, but you probably want them to be able to do it to a set level consistently, therefore you are now looking for proficiency rather than just the basic ability to do something. Sure measure the fact they have been shown “how to do a task” and they can do it, but go the step further and have them record how often they have done something. At the end of the probation period you should be able to see key areas done x number of times and then you can ask about standards of performance.
• They have a reliable Buddy... This is a person they can relate to and a go to for information, in fact it might be a few people they can call on for info. Train the buddy in how to listen, ask questions, and assess performance against set criteria. Make sure they don’t judge the person because they ask too many “dumb questions”.
• You have a clear disputes process... It’s one thing to have a plan of action, dates for things to happen by, but what if there is a dispute? please have a clear process to handle this with, otherwise you may find a minor step into a minefield has instantly become a  hop skip and a jump into one!
• There should be no time extensions… Okay if they have to be away (due to a death in the family or some such event…) the end date might alter, but the time frame should remain solid, three months is three months. If you believe they are not able to come up to the set standard set for the tasks set, then a clear line needs to be drawn about the minimum level they need to attain in that time frame. It can get frustrating for the employee to hear “We are extending the probation period.” at the end of the time it’s the end, wither in or out, if it’s not clear it’s the employers fault, not the employee.
• To get results YOU have to take action… You have to set the dates, create the checklist, do the research, train the person… Not them, so set great guidelines and then  you can expect great results to follow.

I hope all these points are of value and give you great starting points to work from. Let us know int he comments how you go!