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Managing Performance Toolkit
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Managing Performance Tools & Templates
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Disciplinary Tools & Templates Index
Stage
Template
1. Informal Meeting
How to guide: How to carry out an informal meeting
Template: Informal Meeting Record
Template: Performance Improvement Plan (PIP)
2. Investigation
Letter: Notification of Investigation
Letter: Request for attendance at Investigatory Interview
How to guide: How to carry out an investigation
Template: Investigation Report
Letter: Outcome of Investigation (Informal Action)
Letter: Outcome of Investigation (Formal Action)
3. Formal Meeting
How to guide: How to arrange a formal hearing
Letter: Invitation to formal hearing
Letter: Invitation to RESCHEDULED formal hearing
How to guide: How to chair a formal hearing
Letter: Outcome of formal hearing (Warnings)
Letter: Outcome of formal hearing (Dismissal or sanction short of dismissal)
Letter: To those presenting management case inviting to formal hearing/meeting
Memo: To all attending hearing (excluding witnesses) providing paperwork in relation to formal hearing/meeting
4. Appeal
Letter: Acknowledgement of receipt of appeal
How to guide: How to arrange an appeal hearing
Letter: Invitation to appeal hearing
How to guide: How to chair an appeal hearing
Letter: Outcome of appeal hearing
Letter: To chair of formal hearing inviting to appeal
Memo: To all attending hearing (excluding witnesses) providing paperwork in relation to appeal
Tools & Templates for Investigators
Guidance: Guidance for Witnesses
Letter: Request to assist with an investigation process (No previous contact)
Letter: Request to assist with an investigation process (With previous contact)
Letter: Request for written witness statement (No previous contact)
Letter: Request for written witness statement (With previous contact)
Template: Witness Statement
Template: Investigation Report
Letter: Request for witness to attend hearing
