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Individual consultation meeting checklist form template

Individual consultation meeting checklist form template

£7.90

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

Document

Access 12 months (includes updates)
Coverage UK-specific accuracy
Length 208 words · 1 page
Last updated 31/03/2026
Formats Word · Excel · text · 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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Use

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.

Legal Insights

Compliance

This Individual consultation meeting checklist form template incorporates relevant UK laws and HR standards, including those listed below:

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.

UK employment law guidance for Individual consultation meeting checklist form template

Frequently Asked Questions

Can I use this in my small business?

Yes. The Individual consultation meeting checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.

Is it compliant with 2026 UK employment law?

Absolutely. As with the Individual consultation meeting checklist form template, all of our 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.

Can I customise it for my organisation?

Yes, we highlight the areas of the Individual consultation meeting checklist form template 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 the Individual consultation meeting checklist form template instantly. Templates are provided in editable Word or Excel format 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?

The risk of using a free AI-generated template 'without review' includes your legal exposure, missing context, and no awareness of the wider process, whereas purchasing the Individual consultation meeting checklist form template from us mitigates that risk.

The Individual consultation meeting checklist form template is also included in these bundles:

Redundancy toolkit Redundancy toolkit 36 templates
£34.90

Termination library Termination library 137 templates
£69.90

Full library Full library 771 templates
£99.90

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