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Section : Before the meeting
Domain : Human Resource Management
Classification : Not Identified

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  • □ Arrange to meet with the employee at a time and in a place where you won't be interrupted, overheard or rushed. Consider having a senior employee to attend as a witness and note-taker.
  • □ Tell the employee why you want to meet with them and who will be at the meeting.
  • □ Allow the employee to bring a support person of their choice to the meeting, if they want to. A support person may be a co-worker, family member, friend or union representative. Their role is to support the employee during the meeting, not to speak or advocate for them.
  • □ Carefully plan what you want to say at the meeting using our underperformance meeting plan template.
  • □ Gather relevant paperwork (eg. the employee's performance agreement, job description and any performance improvement plan) and any documents that demonstrate the underperformance (eg. work examples, complaints or performance statistics).

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