Form
Performance improvement plan
Set measurable expectations, support, evidence and review dates for performance improvement.
Free editable resources
Performance and development
Structured one-to-ones, reviews, objectives and improvement plans.
Form
Employee one-to-one template
Structure regular conversations around progress, wellbeing, support and priorities.
Form
Performance review form
Review achievements, objectives, behaviours, development and the next review period.
Form
Training record template
Record training completed, provider, outcomes, expiry dates and follow-up needs.
Form
Development plan template
Agree development goals, learning activities, support and realistic target dates.
Form
Objective setting template
Turn business priorities into specific employee objectives and success measures.
Letter
Employee recognition letter
Recognise a specific contribution and explain the positive impact it had.
Form
Coaching conversation record
Document coaching points, employee reflections, actions and the next check-in.
Practical guidance
Turn conversations into useful action
Set specific outcomes, explain how progress will be measured and record the support the manager will provide.
- Use observable examples.
- Agree realistic milestones.
- Give balanced feedback and space for employee comments.