Private 2-way conversation,
point out shortcomings in
conduct/performance and
encourage comment and
improvement. Constructive
criticism - find ways to improve.
Allowed support person
LISTEN to employee view of issue.
May be no problem afterall
Be careful informal discussion doesn't
become formal disciplinary action as may
unintentionally deny employee rights (eg
representation)
Where possible, reach agreement on
way forward (including times)
Send employee letter
(record of discussion)
Follow up meeting to assess progress
Consider wellness service
referral appropriate
If no improvement, discuss with
HRM if a more formal meeting is
appropriate
Performance Meeting
Before meeting
ID min standards of
performance and how
employee short of
standards (focus
discussion on this)
Invite employee
to performance
meeting by letter
Set up
performance
mgt file
Discuss with HRM consider
performance options
Prepare checklist of items
If organisational support
necessary obtain details
During the meeting
Intro (reason for meeting
and agenda)
Provide info of failure to
perform
(examples/documents)
Provide opportunity to
respond and clarify issues
Problem solve if PIP reqd
Records of meeting kept
(copy to all)
Performance Improvement Plan to include
Specific
performances and
specificed aim
Min accept standard
relation to job, C/Conduct,
etc
Remedial steps
reqd and times
Support and resources
available (target date)
Feedback system
Review periods (who and how
often) and specify measures
Proposed meeting dates
Start date for PIP
Consequences of
not meeting
standards
Dated and signed by both parties
Completion of PIP
Performance evaulated
If meets standards, PIP discontinued and
end date recorded and letter sent recording end
If fails, PIP may be reviewed. Possible for
disciplinary process/meeting HRM must be
involved