Concern about performance letter template

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This Concern About Performance Letter provides a clear written record when an employee's performance is not meeting the expected standard. It is designed for an early, supportive intervention before a formal capability or disciplinary process is considered.

Use this template to:

  • Raise concerns about an employee's performance clearly and professionally
  • Explain the standard of performance expected
  • Identify specific areas requiring improvement
  • Agree practical support, coaching or training
  • Set clear expectations and review timescales
  • Create an appropriate record of the discussion and agreed actions
Concern about performance letter template
2026 Reviewed
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What's included in this template?

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Clear statement of the performance concern
  • Examples and evidence supporting the concern
  • Expected performance standards
  • Support, training and coaching arrangements
  • Improvement objectives and review dates
  • Next steps if performance does not improve
Template

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Copy [to paste]

Email

[Sender name]

[Sender address]

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

Concern about your performance

I am writing following our recent discussion about your performance in your role as [Job Title]. The purpose of this letter is to confirm the concerns we discussed and the improvements that are expected.

At this stage, this letter is intended to provide a clear record of the concern and the steps we have agreed to support improvement. It is not a formal warning under the company's disciplinary or capability procedure.

The performance concern

The specific concerns we discussed are:

  • [Performance concern / example]
  • [Performance concern / example]
  • [Performance concern / example]

For example, [provide a clear factual description of the relevant performance issue, including dates, work completed, agreed standards, targets, deadlines or other relevant evidence].

The expected standard for your role is [describe the required standard clearly and, where possible, in measurable terms].

Your comments

During our discussion, you explained that

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£9.99
Specifications
Access 12 months, with updates
Length 2 pages • 476 words
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Last update 21/09/2026
Update reason Enhanced template description.
Next review 21/03/2027
Delivery & Format Instant digital delivery, .doc · .txt · email

What is a concern about performance letter?

Concern about performance letter template preview

This letter provides a structured way for an employer to address concerns about an employee's performance at an early stage. It is intended to encourage improvement, make expectations clear and give the employee an opportunity to understand what needs to change before more formal action is considered.

Addressing concerns early

Performance concerns are often best addressed promptly rather than allowing problems to continue. A clear conversation and written follow-up can help ensure the employee understands the concern and gives them an opportunity to explain any underlying issues.

Being specific about the performance issue

The letter should focus on observable performance rather than general statements such as "your performance is poor". Examples, relevant objectives, quality standards, deadlines or other measurable expectations should be used wherever possible.

Agreeing support and improvement

Performance problems may arise because an employee needs additional training, coaching, resources or clearer instructions. The letter can record the support that will be provided alongside the improvements expected from the employee.

Setting a reasonable review period

The employee should be given a reasonable opportunity to improve, with clear objectives and review dates. The appropriate timescale will depend on the role, the seriousness of the concern and how quickly meaningful improvement can reasonably be assessed.

Explaining what happens next

The letter can explain that performance will be reviewed and that, if sufficient improvement is not achieved, the employer may consider further action under its capability or performance procedure. It should avoid presenting an informal concern as a formal warning unless a formal procedure has actually been followed.

Example

A production employee had experienced a sustained increase in errors when completing production paperwork. Their manager had discussed individual errors with them on several occasions, but the same issues continued and were beginning to create additional checking work for the production team.

The manager met with the employee to explain the wider concern. The employee explained that they were sometimes unsure about the information required on the paperwork and had not received consistent feedback when errors were identified.

Following the discussion, the manager agreed to provide additional training and introduce a short weekly review of completed paperwork. The employee was asked to check all paperwork before submission and achieve the required accuracy standard consistently.

A written concern about performance letter was issued to confirm the discussion, expectations and support. A review was arranged after four weeks, with the letter explaining that if the required improvement was not achieved, the company would consider whether further action under its performance or capability procedure was appropriate.

The wider HR process

Related HR resources and workflow

Explore the HR resources that may be relevant before and / or after using the Concern about performance letter, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.

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Concern about performance letter
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Guides
Managers guide to performance improvement plans (PIP)

If you have employee performance concerns, this model guide will help you to agree improvement plans for them to achieve and maintain the standards expected.

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Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the Concern about performance letter should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing
1 Gather clear examples of the performance concern and check the employee's objectives, role requirements, previous feedback and any relevant records. Manager / HR Before discussion
2 Meet privately with the employee, explain the concern, provide examples and give them a reasonable opportunity to explain their position or identify any underlying issues. Manager As soon as practicable
3 Agree the required improvement and identify any appropriate support, training, coaching, resources or reasonable adjustments that may help the employee achieve the expected standard. Manager / Employee During or immediately after discussion
4 Issue the letter confirming the concern, expectations, support and review arrangements, and provide the employee with a copy. Manager / HR Within 2 working days
5 Review performance against the agreed objectives, record progress and decide whether the concern has been resolved or whether further performance management action is required. Manager / HR At agreed review date, typically 2–6 weeks
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Common mistakes

Understand the common mistakes to avoid when using this HR template, helping you reduce risk, prevent unnecessary costs and ensure the process is handled correctly.

  • Using vague statements without explaining the actual performance concern
  • Failing to give the employee an opportunity to explain what is happening
  • Setting unrealistic or unclear improvement expectations
  • Focusing only on performance without considering training, resources or support
  • Failing to consider whether a health condition or disability may require reasonable adjustments
  • Presenting an informal concern as a formal warning without following the appropriate procedure
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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.

Managing performance fairly

Employers should address performance problems fairly and should first seek to understand why the employee is struggling. Depending on the circumstances, appropriate support may include coaching, mentoring, training or additional resources. Keeping a written record of performance discussions is also good practice. https://www.acas.org.uk/performance-management/problems-with-an-employees-performance

Capability and performance

Where the concern relates to an employee's ability to perform their role, it may be a capability issue rather than misconduct. Employers should distinguish between capability and conduct because the appropriate response can differ. If a formal process is subsequently required, the employer should follow its capability or performance procedure and the principles of the Acas Code where applicable. https://www.acas.org.uk/performance-management/dismissals-for-capability-or-conduct

Clear objectives and reasonable timescales

Performance expectations should be clear and, where possible, specific and measurable. A performance improvement plan or similar approach should identify the required improvement, a reasonable timeframe and any support or training that will be provided. https://www.acas.org.uk/performance-management/problems-with-an-employees-performance

Reasonable adjustments and disability

Before progressing performance concerns, employers should consider whether a disability or health condition could be affecting performance and whether reasonable adjustments are required. Under the Equality Act 2010, employers have a duty to make reasonable adjustments for disabled employees where the legal conditions apply. https://www.acas.org.uk/supporting-disabled-people/capability-and-performance-when-someone-is-disabled https://www.gov.uk/reasonable-adjustments-for-disabled-workers

Moving to a formal process

If informal support does not resolve the performance issue, an employer may need to consider a formal capability or disciplinary procedure. The employee should be told clearly about the performance concern and possible consequences and given a fair opportunity to respond. The Acas Code recognises poor performance as capable of being dealt with under a disciplinary procedure, although employers may operate a separate capability procedure. https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures/html

Dismissal for capability

Dismissal for poor performance should be a last resort. Before dismissal, employers should normally provide appropriate support and training, consider whether duties or alternative employment could assist, and retain evidence of the performance problem and the steps taken to support improvement. https://www.acas.org.uk/performance-management/dismissals-for-capability-or-conduct https://www.gov.uk/dismiss-staff/dismissals-on-capability-or-conduct-grounds

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FAQs

Is this letter a formal warning?

No. This template is designed as an informal written record of a concern about performance. If the employer intends to issue a formal warning, it should follow the appropriate formal capability or disciplinary procedure and make the status of the warning clear.

Should the employee be given an opportunity to respond?

Yes. The manager should discuss the concern with the employee and listen to their explanation before deciding what support or action is appropriate. There may be underlying reasons for the performance issue that need to be addressed.

How long should an employee be given to improve?

There is no single timescale that applies to every performance issue. The period should be reasonable in light of the role, the required improvement, the seriousness of the concern and how quickly performance can fairly be assessed.

Should training or support be included?

Yes, where appropriate. Acas recommends considering support such as coaching, mentoring and training when dealing with capability issues. The letter can make clear what support the employer will provide and what improvement the employee is expected to achieve.

Can the letter mention possible formal action?

Yes. It is sensible to explain that failure to improve may result in further performance management or formal action. However, the wording should not suggest that a particular outcome has already been decided.

Why use HRDocBox rather than AI?

HRDocBox templates are built around practical UK HR processes, employment law and established HR practice. They provide a structured starting point that can be adapted to the circumstances, while employers should obtain appropriate advice where a performance issue becomes complex or potentially contentious.

Customer reviews

What people are saying

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This worked well for us when the manager needed something practical

Martin • 02 Jun 2026

The structure made it obvious what needed to be communicated and in what order. The relevant points were already laid out, which made the final check much quicker. Having the Concern about performance letter ready saved us from drafting the correspondence from scratch.

A useful reference when things got busy

James • 08 May 2026

We found the Concern about performance letter easy to tailor to the circumstances. We found the balance of detail about right.

It made the next step clearer for the team

Tom • 03 Nov 2025

The finished letter looked professional without sounding overly corporate. The letter was easy to adapt to our own terminology and process. It helped keep the communication consistent with the rest of our HR paperwork.

We got good use from Concern about performance letter

Adam • 09 Oct 2025

The document fitted neatly into the steps we were already following. It was useful for keeping the message focused rather than overexplaining things. The manager could use it without needing a long explanation first.

How this content is developed and reviewed

The Concern about performance letter 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 and supporting information 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 performance improvement HR 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."

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Ruth Brock Chief Executive Officer The Hygiene Bank
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