Libraries
760+ HR templates
Everything your business needs to stay compliant
Policies, contracts, letters, guidance and HR support tools for UK employers.
View full libraryPolicies, contracts, letters, guidance and HR support tools for UK employers.
View full library-invite-letter-template.jpg "Capability meeting (informal) invite letter template")
A template to invite an employee to an informal capability meeting where initial concerns about performance are addressed.
[Sender name]
[Sender address]
[date]
[Recipient name]
[Recipient address]
Dear [Recipient first name],
Invitation to capability meeting
I am writing to invite you to an informal capability meeting to discuss my concerns about your performance in your role as [Job Title].
The meeting will take place on [Date] at [Time] in [Location] with me.
The
To continue reading, purchase this item or a parent bundle.
This template provides a professional, clear format for inviting an employee to an informal capability meeting. It ensures the tone remains fair and supportive throughout.
The letter sets out the meeting purpose, details, and reassures that no decision will be made without discussion.
Using this template helps organisations meet legal and procedural obligations while maintaining respect and empathy for the employee.
Follow these best practice actions to get the most from the Capability meeting (informal) invite letter template, guiding you before, during, and after implementation:
| Step | Description | Responsibility | Timing |
| 1 | Identify concerns with the employee’s performance that require an informal conversation to offer support and improvement guidance. | Line Manager | As soon as concerns are consistently noted (typically over 2–4 weeks) |
| 2 | Gather recent performance examples, expectations, and any relevant support previously offered. | Line Manager / HR | 1–2 working days before sending invite |
| 3 | Draft the Informal Capability Meeting Invite Letter, explaining the purpose of the meeting, performance concerns, and intention to provide support. | HR / Line Manager | 1 working day |
| 4 | Send the invite letter to the employee, allowing reasonable notice for the meeting (e.g., 2 working days), and explain their right to bring a colleague if appropriate. | HR | 2 working days before the meeting |
| 5 | Hold the informal meeting, then agree a short-term support or improvement plan and follow up in writing with a summary of the discussion. | Line Manager | Within 1 working day after meeting |
Yes. The Capability meeting (informal) invite letter 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.
Absolutely. As with the Capability meeting (informal) invite letter 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.
Yes, we highlight the areas of the Capability meeting (informal) invite letter 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.
Yes. Once purchased, you'll be able to download the Capability meeting (informal) invite letter template 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 (informal) invite letter template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
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 Capability meeting (informal) invite letter template from us mitigates that risk.
Capability toolkit
8 templates
£34.90
Whether you employ 5 people or 50, hrdocbox.co.uk gives you the structure, documents and expertise needed to manage employees professionally and legally.
Professionally written and fully compliant with UK employment law
Access a free contract template instantly - or save 20% on any document today.
Use this code at checkout for 20% off anything!
Includes instant download, updates, and full access to your HR templates.
Management library
462 templates
Full library
767 templates