{"id":16287,"date":"2026-05-22T21:51:02","date_gmt":"2026-05-22T21:51:02","guid":{"rendered":"https:\/\/www.brightmine.com\/uk\/?post_type=resources&#038;p=16287"},"modified":"2026-07-27T09:29:05","modified_gmt":"2026-07-27T09:29:05","slug":"checklist-for-initial-settlement-discussion-during-performance-improvement-procedure","status":"publish","type":"resources","link":"https:\/\/www.brightmine.com\/uk\/resources\/hr-compliance\/disciplinary\/checklist-for-initial-settlement-discussion-during-performance-improvement-procedure\/","title":{"rendered":"Checklist for having initial settlement discussion during performance improvement procedure"},"content":{"rendered":"\n<div class=\"wp-block-group alignwide has-primary-white-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-f85887e8 wp-block-group-is-layout-constrained\" style=\"border-radius:25px;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-929090b5 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:70%\">\n<p class=\"wp-block-paragraph\">By <strong><strong>Darren Newman<\/strong><\/strong>, Brightmine Consultant Editor<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sign up today to get:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Checklist wording<\/li>\n\n\n\n<li class=\"\">How to use this document<\/li>\n\n\n\n<li class=\"\">Supporting guidance for this document\n<ul class=\"wp-block-list\">\n<li class=\"\">Key resources<\/li>\n\n\n\n<li class=\"\">Notes<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"\">Future developments<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Want to see more?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For full access to <strong>Checklist for having initial settlement discussion during performance improvement procedure<\/strong>, sign up for an HR and Compliance Centre subscription today.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/uk\/quote\/?intcmp=hrcc-migrated-resource|quote|request-a-quote\" style=\"border-radius:25px\">Request a quote<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column lnrs-hide-block-on-mobile is-layout-flow 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class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"\/uk\/solutions\/?intcmp=cta|blog|solutions|learn-more\" style=\"border-radius:25px\">Learn more<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group lnrs-hide-block-on-mobile has-global-padding is-layout-constrained wp-container-core-group-is-layout-64c039dc wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-bottom:0\">\n<hr class=\"wp-block-separator has-text-color has-secondary-gray-color has-alpha-channel-opacity has-secondary-gray-background-color has-background\" style=\"margin-top:10px;margin-bottom:10px\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Read more articles:<\/p>\n\n\n\n<div class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\"><ul class=\"wp-block-post-template is-layout-flow wp-container-core-post-template-is-layout-a7dce961 wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-22816 resources type-resources status-publish has-post-thumbnail hentry category-blogs topic-ai-in-hr topic-hr-future\">\n<h2 style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.192), 16px);line-height:1.3;text-decoration:underline;margin-top:10px;margin-bottom:10px;margin-left:0;margin-right:0\" class=\"has-link-color wp-elements-0b1b36f3c2dfa7682bfd13b67e3228a9 wp-block-post-title has-text-color has-primary-black-color\"><a href=\"https:\/\/www.brightmine.com\/uk\/resources\/hr-strategy\/hr-future\/the-great-disconnect-ai-and-transparency-in-the-workplace\/\" target=\"_self\" >AI and transparency in the workplace: Employees can challenge decisions faster<\/a><\/h2>\n<\/li><li class=\"wp-block-post post-22796 resources type-resources status-publish has-post-thumbnail hentry category-guides-how-to topic-benchmarking\">\n<h2 style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.192), 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Download our latest infographic and access the latest data and &#8230;<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<\/section>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-bb56f56d wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-primary-white-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-79174043 wp-block-group-is-layout-constrained\" style=\"border-radius:25px;margin-top:var(--wp--preset--spacing--30);margin-bottom:var(--wp--preset--spacing--30);padding-top:var(--wp--preset--spacing--40);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--40);padding-left:var(--wp--preset--spacing--30)\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\" id=\"h-topics-on-this-page\" style=\"font-style:normal;font-weight:500\">Topics on this page<\/h3>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-7387b849 wp-block-group-is-layout-flex\">\n\n<div class=\"taxonomy-topic has-link-color wp-elements-5ec59eb01c09ec2f1d84a6b36973ff83 wp-block-post-terms\"><a href=\"https:\/\/www.brightmine.com\/uk\/resources\/hr-compliance\/disciplinary\/\" rel=\"tag\">Disciplinary action and investigations<\/a><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-cararra-gray-color has-alpha-channel-opacity has-cararra-gray-background-color has-background is-style-wide\"\/>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-about-the-author\" style=\"font-style:normal;font-weight:500\">About the author<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100px\">\n<figure class=\"wp-block-image size-full is-resized is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"400\" src=\"https:\/\/cdn.brightmine.com\/wp-content\/uploads\/sites\/2\/2024\/10\/05145201\/1675242852003.jpeg\" alt=\"\" class=\"wp-image-16817\" style=\"object-fit:cover;width:100px;height:100px\" srcset=\"https:\/\/cdn.brightmine.com\/wp-content\/uploads\/sites\/2\/2024\/10\/05145201\/1675242852003.jpeg 400w, https:\/\/cdn.brightmine.com\/wp-content\/uploads\/sites\/2\/2024\/10\/05145201\/1675242852003-300x300.jpeg 300w, https:\/\/cdn.brightmine.com\/wp-content\/uploads\/sites\/2\/2024\/10\/05145201\/1675242852003-150x150.jpeg 150w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Darren Newman<\/strong><br>Employment Lawyer, Employment Law Ltd<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect with Darren on <a href=\"http:\/\/linkedin.com\/in\/darrennewman\/\" target=\"_blank\" rel=\"noreferrer noopener\">LinkedIn<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"author":71,"featured_media":16297,"comment_status":"closed","ping_status":"closed","template":"wp-custom-template-new-resources","categories":[16],"tags":[],"topic":[73],"class_list":["post-16287","resources","type-resources","status-publish","has-post-thumbnail","hentry","category-tools","topic-disciplinary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Checklist for having initial settlement discussion during performance improvement procedure | Brightmine<\/title>\n<meta name=\"description\" content=\"Learn how to prepare for an initial settlement discussion during a performance improvement procedure, including key considerations, risks and good practice for UK employers\" \/>\n<meta name=\"robots\" content=\"index, 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