Counsel Up or Counsel Out: Deciding When to Coach, Counsel, or Separate

Balance Employee Support With Clear Accountability

Approved for HRCI and SHRM recertification credits
Teri Morning, MBA, MS Teri Morning, MBA, MS
Coaching does not always lead to improvement. This course helps supervisors and HR professionals recognize when continued coaching may still help and when it is time to move to counseling, corrective action, or separation. Learn how to set expectations, document concerns, and make clearer accountability decisions.

Course Outcomes

    • Recognize when an employee may still be coached, redirected, and supported
    • Identify when repeated chances are no longer helping the employee or organization
    • Move from informal coaching to formal counseling or corrective action
    • Set clear expectations, timelines, consequences, and follow-up steps
    • Document performance and conduct concerns clearly and factually
    • Make accountability decisions with less drama, delay, and risk

Outline

Learn how to recognize when coaching can still redirect performance and when it is time to move to counseling, corrective action, or separation. Topics include repeated chances, expectations, timelines, consequences, follow-up, documentation, performance and conduct concerns, and accountability decisions.

Recognizing When Coaching Can Still Help

  • When an employee may still be coached, redirected, and supported
  • Recognizing opportunities to redirect performance
  • Using coaching while maintaining accountability

Knowing When Repeated Chances Are No Longer Helping

  • Recognizing when continued coaching is no longer effective
  • Considering the impact on the employee and organization
  • Avoiding the cycle of endless chances

Moving Beyond Informal Coaching

  • Moving from coaching to formal counseling
  • Moving to corrective action when appropriate
  • Recognizing when separation may need to be considered

Expectations, Documentation, and Accountability

  • Setting clear expectations and timelines
  • Establishing consequences and follow-up steps
  • Documenting performance and conduct concerns clearly and factually
  • Making fair, consistent, and defensible accountability decisions

What's Included

The Counsel Up or Counsel Out: Deciding When to Coach, Counsel, or Separate course includes the following:

  • 📊

    Two Year Course Access

    Access your course through your customer dashboard
    • Course access for 2 full years
    • All live sessions include access to the on-demand recording post live session
  • 🎯

    Class Experience

    Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.
  • 📚

    Resources

    Downloadable course materials to support learning
  • 🎓

    Attendance Certificate

    All sessions include an Attendance Certificate
Recommended Audience

Who Should Attend?

  • Human resources professionals
  • Business owners
  • Plant managers
  • Operations managers
  • Safety managers
  • Employee relations staff
  • Location managers
  • Division supervisors
  • Supervisors
  • Executive directors
  • Senior management
  • Managers
  • Program directors
  • Superintendents
  • School district administrators
  • Faculty union representatives
  • Principals
  • Assistant principals
  • Program directors
  • Education nonprofit groups
  • School leaders
  • Student services directors
  • Consultants
  • Legal counsel
APPROVAL AND VALIDITY

Credits

  • This program has been approved for 1.5 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

  • This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP.

Recertification Credit Disclosure

This program is eligible for SHRM and HRCI recertification credits when completed within the applicable activity eligibility window. Credit eligibility is determined by the course completion date, not the purchase date or exam date.

Access to course materials may extend beyond the credit eligibility period. Credits cannot be applied retroactively.

Your Instructor

Teri Morning, MBA, MS
ABOUT —

Teri Morning, MBA, MS

Manager

  • Specializes in solving company people problems and providing big company style HR service to small business
  • Over 20 years of experience in human resources and training in a variety of fields

Teri is president of Hindsight HR, which specializes in solving company “people problems” and providing big company-style HR service to small businesses. Teri has enjoyed consulting with employers on their problems and training managers and employees for over 20 years, meeting and working with employees from all types of businesses.

Why CareerLearning?

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    Potential for Certifications

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    Access to Valuable Resources

    Course materials and resources provided to support your learning and implementation of new skills.
Counsel Up or Counsel Out: Deciding When to Coach, Counsel, or Separate
1 Sessions 90 Minutes Each
November 12, 2026 | 1:00 - 2:30 PM EST | On-Demand Recording Included
Register by: November 06, 2026
$400
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Counsel Up or Counsel Out: Deciding When to Coach, Counsel, or Separate
Live Session

1 Live Sessions 90 Minutes Each

$400.00 USD
$400.00 USD
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Live Sessions with Recordings
$400
On Demand Recordings Only (Available now)
$400
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Or call directly: 914-331-8883

What You'll Receive:

  • ✔️ On-demand access for one year
  • ✔️ PDF slides + course resources & links
  • ✔️ Certificate of completion
  • ✔️ One certification exam
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