Performance Management Meeting Record
This Meeting Record is an important document in the process of managing underperformance for recording the employer's legitimate expression of their concerns.
(0 reviews)
Last updated December 17, 2024
Under 10 minutes
Suitable for Australia
Written by
Edwin Montoya Zorrilla
Reviewed by
Damin Murdock
Document Overview
This document is useful for keeping a record of your meetings and discussions with employees. Employers are advised to always keep written records throughout the process of managing performance or conduct issues. If other people are present in the meeting you may wish to ask them to sign your record to verify it (if they agree with it), however they are not required to do so.
Using this document may assist you to comply with the Small Business Fair Dismissal Code should the issue you are dealing with result in termination of employment. A copy of the Small Business Fair Dismissal Code is available at Fair Work Online.
This document is adapted from Fair Work Online.
The Legal Risk Score of a Performance Management Meeting Record Template
Our legal team have marked this document as low risk considering:
- The document lacks specific details such as names, dates, and the subject matter of the meeting, which might lead to ambiguities or misunderstandings about the accountability and the exact issues discussed.
- There is no mention of follow-up actions or deadlines post-meeting, which could result in non-implementation of agreed solutions or unresolved issues lingering without progress.
- The record primarily captures responses from one party, potentially overlooking comprehensive perspectives or contributions from other attendees, which could lead to a one-sided interpretation of the meeting discussions.
Users familiar with performance management processes may find it flexible but should ensure thorough completion to avoid gaps that could affect the document's effectiveness and clarity in capturing essential meeting details.
Performance Management Meeting Record Checklist
Complete your free Performance Management Meeting Record with our checklist
Ensure Accurate Documentation
Make sure all placeholders in the document are filled out with accurate and specific information about the meeting participants, date, and discussed topics.
Define Clear Actions and Deadlines
Outline any agreed-upon actions, responsibilities, and deadlines to ensure that all parties are aware of their commitments and the expectations moving forward.
Secure Signatures
Obtain signatures from all relevant parties to validate the document and confirm agreement on the discussed points and actions.
Maintain Confidentiality
If sensitive information was discussed, consider drafting a confidentiality agreement or clause to protect the information shared during the meeting.
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