Benefits Broker The CEO of this regional bene?ts broker had a major performance problem with a very senior employee who had previously hinted about age discrimination within the o?ce. This small business could not handle the distraction that a charge of discrimination would bring. As such, the CEO engaged our ?rm to implement our disciplinary action process that we call Open-Heart Conversations. Our Open-Heart Disciplinary Action Program is speci?cally designed for di?cult performance improvement and behavior change conversations. As such, we worked with the CEO to gather the information that we needed in order to complete our proprietary tool, the Issues Resolution Worksheet. After gathering all the information, we conducted the meeting with the employee and the CEO.

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