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Our capability meeting script template equips you with a structured framework for effective use.
1. Welcome and Purpose of Meeting
Thanks for joining me today. I want to start by saying this is a supportive conversation — the purpose is to talk openly about how things have been going, understand any challenges you’re facing, and explore how we can best support you moving forward.
2. Recap of Concerns
As you know, we’ve noticed some ongoing challenges with [specific performance issue – e.g., meeting deadlines, accuracy, customer interaction].
These concerns have been noticed over [time period] and despite earlier support and informal discussions, they’re still continuing.
I want to emphasise this meeting is not disciplinary – it’s about working together to see if there are ways to help you succeed in your role
3. Employee Response and Context
Before we go any further, I want to give you the opportunity to
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This Capability meeting script template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
Follow these best practice actions to get the most from the Capability meeting script template, guiding you before, during, and after implementation:
| Step | Description | Responsibility | Timing |
| 1 | Schedule the capability meeting, ensuring the employee is informed of the meeting date, time, location, and purpose. Provide the employee with an agenda or script in advance if needed. | HR | At least 2-3 days in advance |
| 2 | Prepare the Capability Meeting Script, which includes introduction, explanation of concerns, opportunity for the employee to respond, and next steps if necessary. | HR / Line Manager | Before the meeting (at least 1 day before) |
| 3 | Conduct the meeting by following the script. Ensure the employee is given the chance to provide feedback or evidence. Focus on clarity and maintaining professionalism. | HR / Line Manager | At the scheduled meeting time |
| 4 | Document the meeting discussion, including key points, feedback, and any commitments made by both the employee and the manager. | HR / Line Manager | Immediately after the meeting (same day or next day) |
| 5 | Follow-up with the employee on any agreed actions, provide further support if necessary, and schedule future reviews to monitor progress and performance. | HR / Line Manager | Within 1 week of the meeting, with follow-ups scheduled within 1–2 months |
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.
Yes, 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.
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.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Capability meeting script template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI-generated templates can be useful as a starting point, but they may not reflect current UK employment legislation, your organisation's specific circumstances, or the wider HR process. This professionally drafted template has been prepared using current UK employment law and HR best practice, helping reduce the need for significant amendments.
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