Individual consultation meeting checklist form template

£9.99

UK-specific • Editable • Instant download • 12 months' updates

If you are holding an individual redundancy consultation meeting, use this model checklist to ensure that all important discussion areas are covered.

Individual consultation meeting checklist form template
2026 Reviewed
Specifications
Access 12 months (includes updates)
Length 1 page • 208 words
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 01/08/2026
Next review 01/02/2027
Delivery Instant download
Formats .doc · .xls · .txt · email

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Individual consultation meeting checklist

Task Description Tick
Reasons Check that the employee understands the reasons for the proposed redundancy.  
Alternatives Explain to the employee whatever alternatives were examined.  
Suggestions Seek any recommendations from employees to avoid redundancies (e.g., decreasing hours/pay).  
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What is an individual consultation meeting checklist form?

Individual consultation meeting checklist form template preview

An individual redundancy consultation meeting checklist is a document that outlines the topics that need to be covered during a one-on-one meeting between an employer and an employee who is at risk of being made redundant. The purpose of this checklist is to ensure that the consultation process is fair, transparent, and consistent.

By using a checklist, employers can ensure that all relevant information is discussed and that the employee has an opportunity to provide input and ask questions. This can help to minimise the risk of legal claims or disputes arising from the redundancy process.

HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Here are some key UK employment legislation that employers should consider when implementing an individual redundancy consultation meeting checklist:

  • The Employment Rights Act 1996: This sets out the legal requirements for employers to consult with employees who are at risk of redundancy, including the duty to provide information about the proposed redundancies and the opportunity for employees to comment on the proposals.

  • The Trade Union and Labour Relations (Consolidation) Act 1992: This provides guidance on the consultation process and the requirement to consult with employee representatives where relevant.

  • The Equality Act 2010: This prohibits discrimination on the basis of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation. Employers must ensure that the redundancy selection criteria do not unfairly discriminate against any of these protected characteristics.

  • The Transfer of Undertakings (Protection of Employment) Regulations 2006 (TUPE): This legislation applies when a business or part of a business is transferred to a new employer. In such cases, the new employer must consult with affected employees about any proposed redundancies.

  • The ACAS Code of Practice on Disciplinary and Grievance Procedures: This provides guidance on the handling of disciplinary and grievance issues, including the need for clear communication and consultation with employees.

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Frequently Asked Questions

Can I use this in my small business?

Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.

Is it compliant with 2026 UK employment law?

Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.

Can I customise it for my organisation?

Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

Do I get instant access to it?

Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.

What if I need more help, not just this template?

If you're looking for broader support, we also offer toolkits and library bundles that include the Individual consultation meeting checklist form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Individual consultation meeting checklist form template, and not AI to generate it?

AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.

How this content is developed and reviewed

The Individual consultation meeting checklist form template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing redundancy processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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