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Checklist for having initial settlement discussion during performance improvement procedure

This checklist supports employers in preparing for and holding an initial settlement discussion with an employee who is subject to a performance improvement procedure, or where such a procedure is about to be invoked. It helps ensure the discussion is handled appropriately, clearly and in line with employment law requirements.

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By Darren Newman, Brightmine Consultant Editor

Use this model checklist when holding an initial settlement discussion with an employee who is subject to a performance improvement procedure, or has reached the stage when a performance improvement procedure is about to be invoked.

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  • Checklist wording
  • How to use this document
  • Supporting guidance for this document
    • Key resources
    • Notes
  • Future developments

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About the author

Darren Newman, Employment Lawyer at Brightmine

Darren Newman
Employment Lawyer, Employment Law Ltd

Darren Newman is an employment lawyer and consultant editor at Brightmine. He qualified at the Bar in 1990, and has extensive experience of representing both employers and employees in the employment tribunal. Darren has provided employment law training to major government departments, commercial organisations, local authorities and public bodies.

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