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 document used to record discussions and employer concerns during meetings about an employee’s performance or conduct.
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When should you use a performance management meeting record?

Use this record whenever you hold a meeting with an employee to address underperformance or conduct issues, ensuring you have a clear written account of what was discussed.
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What should be in a performance management meeting record?

Include the date, attendees, topics discussed, concerns raised, agreed actions, deadlines, and signatures to confirm the accuracy of the record.
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Frequently asked questions

What is a performance management meeting record?

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When should you use a performance management meeting record?

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What should be in a performance management meeting record?

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How does this record help protect employers?

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Is this document suitable for all types of performance or conduct issues?

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Do all meeting participants need to sign the record?

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What are the main limitations of this document?

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What steps should I take after completing the record?

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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.

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