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.

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Last updated January 21, 2025

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Suitable for Australia

Performance Management Meeting Record

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What is a performance management meeting record?

A performance management meeting record is a written summary of discussions between an employer and employee about performance or conduct concerns, capturing the issues raised, responses, and any agreed actions.
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When should you use a performance management meeting record?

Use this record whenever you meet with an employee to discuss underperformance or conduct issues, especially if you need to document concerns or actions for future reference or compliance purposes.
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What should be in a performance management meeting record?

Include meeting participants, date, topics discussed, concerns raised, responses, agreed actions, responsibilities, deadlines, and signatures if possible to confirm accuracy and agreement.
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Frequently asked questions

How does this document help with legal compliance?

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Is this document suitable for all Australian businesses?

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Do both parties need to sign the meeting record?

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What are the main limitations of this record?

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Can this record be used as evidence if a dispute arises?

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What should I do after completing the meeting record?

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Does this document protect sensitive information discussed in the meeting?

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View Sample Performance Management Meeting Record

Performance Management Meeting Record
risk level indicator at Low level

The Legal Risk Score of a Performance Management Meeting Record Template is Low

Our legal team have marked this document as low risk considering:

  • This document does not produce rights or obligations.
  • 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.

Meet Our Users

Articles about Performance Management Meeting Record

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Managing underperformance in the workplace can be a difficult task, however there are measures you can take to lower the risk of this happening.

How to Effectively Manage Underperformance
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Learn about how you can deal with underperforming employees in your company.

How Often Should Employees Have Performance Reviews?
By Laura Worrad|May 22, 2024

How Often Should Employees Have Performance Reviews?

Performance reviews are a popular method of measuring and evaluating an employees' capability. So how often should you conduct performance reviews?

How to Distinguish Misconduct from Poor Performance
By Jackie Olling|Nov 26, 2025

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Poor performance and misconduct can both severely impact your business. Find out how to differentiate between them in this article.

What to Include in Performance Reviews
By Maxine Betty|Dec 1, 2020

What to Include in Performance Reviews

Performance reviews are important for improving both your employee's performance and your businesses' success. Unsure on what this entails? We can help.

Employee Burnout: 5 Signs Your Employers Should Know
By Zeinab Achi|Mar 16, 2021

Employee Burnout: 5 Signs Your Employers Should Know

Worried your employees are suffering from burnout? Keep reading to learn the signs of burnout as well as ways to help them through it.

5 Ways to Manage Insubordination at Work
By Eamon Fraser-Crooks|Feb 7, 2020

5 Ways to Manage Insubordination at Work

Insubordinate staff can cause major problems for any business. This guide can help you to fairly and quickly deal with insubordination in the workplace.

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