Performance improvement templates toolkit

Performance improvement templates toolkit cover image
Performance improvement
Toolkit
Performance improvement templates toolkit cover image
£35

Our Performance Improvement Templates Toolkit offers a comprehensive solution for enhancing employee, team, and organisational performance.

It includes customisable templates for various performance scenarios, solutions to complex workplace issues, clear guidance on implementation, and crucial legal compliance notes. The toolkit also features up-to-date references to recent case law, ensuring your practices remain legally sound.

Purchasing the toolkit will save you both time and costs by reducing the need for external consultancy.

Save 12 hours drafting & research time, and reduce your risk.

Contains 15 templates

A performance improvement plan (or PIP) is a formal process that is used to capture recurring performance or behavioural issues, and will include agreed targets/standards, the support that the employee may need to help achieve the identified improvement(s) required, and a deadline for review.

A performance improvement process should be a collaborative and supportive process, with clear and measurable goals and objectives. Employers must ensure that the process is non-discriminatory and applied consistently and fairly across the organisation. The employee should be given appropriate support and resources, and the process should be properly documented and monitored.

Compliance

  • A performance improvement process (PIP) should be initiated only after other methods of support and development have been tried and failed to improve the employee's performance.

  • Goals should be specific, achievable, and measurable, and the process should be time-bound.

  • Employers must ensure that the PIP is non-discriminatory and does not breach the Equality Act 2010. The process should be applied consistently and fairly across the organization.

  • Employers should ensure that the employee is given appropriate support and resources to achieve the goals set out in the PIP. This may include training, coaching, mentoring, or other forms of support.

  • Employers should ensure that the PIP is properly documented and that the employee has access to the documentation. The documentation should be clear and concise, and should outline the goals, objectives, and timeframes of the PIP.

  • Employers should monitor the employee's progress regularly and provide constructive feedback. If the employee is not making progress, the employer may need to consider other options, such as redeployment or termination of employment.

Case Law

Navigating Performance improvement processes correctly is crucial to help you avoid any problems (which can be costly in terms of time, money and reputation).

Recent UK case law has highlighted key aspects of good Performance improvement management. Knowing how courts have handled claims can help you assess whether your proposed actions are likely to be seen as reasonable.

Here are some notable rulings and their implications:

  • Wileman v Minilec Engineering Ltd (2019)

    Facts: Mr. Wileman was placed on a performance improvement plan (PIP) after allegedly underperforming. He claimed the PIP was a pretext to manage him out due to his age.

    Outcome: The tribunal found in favour of Mr. Wileman, determining that the PIP was indeed used as a discriminatory tool rather than a genuine attempt to improve his performance.

    Key takeaway: HR professionals must ensure that PIPs are applied consistently and fairly, avoiding any discriminatory practices. Documentation and clear, objective criteria for performance issues are essential.

  • Williams v Ministry of Defence (2021)

    Facts: Mr. Williams was placed on a PIP but claimed it was retaliatory after he raised concerns about workplace safety.

    Outcome: The tribunal ruled in favour of Mr. Williams, finding that the PIP was imposed in bad faith as retaliation for whistleblowing.

    Key takeaway: When implementing a PIP, employers must ensure it is not used as a retaliatory measure. Transparency and fair treatment are crucial to avoid legal repercussions.

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Client Success Stories

Here are some complex but often common Performance improvement-related workplace scenarios that I have successfully helped to resolve, using the resources in this toolkit alongside some direct advice.

Flowchart

Here we show you which resources to use for Improving employee performance effectively, taking into account the different decisions and directions that are likely / possible.

Following this flowchart will ensure that you factor in all eventualities, follow legal / code of conduct or best practice processes, communicate effectively, and reduce the risk of things going wrong.


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Frequently Asked Questions

  1. Can small businesses use these Performance improvement templates?

    Yes. The Performance improvement templates in this toolkit are designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. They follow UK employment law best practice, so even if you don't have an in-house HR team, you can confidently manage Performance improvement processes and issues.

  2. Are these Performance improvement templates up to date for UK law in 2025?

    Absolutely. All templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.

  3. What types of Performance improvement letters and documents are included?

    Every toolkit includes a complete set of editable templates, supporting documents, and manager guidance designed to save time and ensure compliance.

  4. How will this help me as an HR manager or business owner?

    Purchasing the toolkit saves you hours of drafting time and reduces the risk of legal mistakes. Instead of starting from scratch, you'll have clear, professional templates that you can adapt to your business.

  5. Do I get instant access to the templates?

    Yes. Once purchased, you'll be able to download the Performance improvement toolkit instantly. The templates are provided in editable Word or Excel format so you can customise them easily, and PDF format for easy sharing.

  6. Can I preview a sample Performance improvement template before buying?

    We provide free examples of our templates here. This gives you a sense of the quality and layout before you commit to purchasing the full toolkit.

  7. What if I need a full HR toolkit, not just Performance improvement templates?

    If you're looking for broader support, we also offer library bundles that include Performance improvement templates along with absence, grievance, and other HR policies. These may be more cost-effective if you need a complete HR library.

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