Poor Performance Bundle

Poor Performance occurs when an employee FAILS to meet the required standards of the role. This could be either behavioural or linked to capability. For example, the person is consistently not meeting deadlines, or are consistently late or their work is sloppy or they are being difficult / unreasonable. 

If you're in this situation, then I've created this Poor Performance Toolkit, which will help you tackle this. Grab all the info and templates you need to save HOURS of time and reduce your STRESS levels, by complying with the law!

Who it's for 

This Poor Performance Toolkit is perfect for you, if you're a small business owner, HR Professional, or Finance / Operations / Office Manager with HR Responsibilities and you are looking for some help in terms of dealing with poor performance. 

Types of Poor Performance 

Capability refers to an employee’s ability to perform their job to the required standard. If an employee is genuinely trying but lacks the necessary skills, knowledge, or competence to fulfil their role effectively, this would be classified as a capability issue and you would follow the Capability Policy & Process.

For example, an employee may:

• Struggle to meet key performance indicators despite best efforts
• Lack the technical skills required for the role
• Be unable to keep up with the workload due to lack of experience or training

Conduct refers to situations where an employee has the skills and ability to perform their role but is choosing not to meet the required standards due to behavioural or attitudinal issues. In this situation you would follow the Disciplinary Process. 

Examples of conduct issues include:

• Persistent lateness or absenteeism without a valid reason
• Refusing to follow reasonable management instructions
• Inappropriate workplace behaviour or misconduct
• Poor work ethic despite having the capability to perform well

This Bundle covers both - I do have a separate bundles for just the Disciplinary Process. View the Disciplinary Bundle Here. 

What's Included in this Poor Performance Bundle

This Toolkit gives you everything you need to tackle poor performance informally and then formally, if there's no sign of improvement.  

It covers the informal and formal steps for BOTH Capability & Conduct (the two main reasons for poor performance):

You'll feel confident on the process you need to follow, understand the important legal bits and save hours of time googling and creating your own versions. Use again and again as needed. 

Templates & Resources Included

Informal Performance Improvement

✅ Letter of Concern Template Letter
✅ Performance Improvement Plan 
✅ Poor Performance FAQs

Capability Templates 

✅ Capability Policy & Procedure
✅ Capability Letter Templates - Lots to cover all situations
✅ Capability Meeting Scripts 

Disciplinary Templates 

✅ Disciplinary Policy Template
✅ Disciplinary How-To Guide & Checklist
✅ Investigation Report Template
✅ Disciplinary Letters - Lots to cover all situations
✅ Disciplinary meeting scripts 
✅ Disciplinary FAQs

All letter templates can be personalised for your business. You'll just need to add your company logo and change the bits highlighted in red.

Plus you'll get ...

✅ After purchase, a link to this Template will be emailed to you instantly.

✅ You’ll get this as a Microsoft Word Doc, which you can can easily personalise.

✅ You’ll get Lifetime Access - so if I make changes as the law changes, you’ll be notified.

✅ Should a question pop into your mind after purchase, you have 7 days to email me.

Please note this Toolkit is a downloadable, customisable general template for you to make your own & to fit your business. The documents, or anything on this website, should not be construed as legal advice. Use of this website, and purchase of any documents, are subject to these terms.