Performance Management Pack
A PIP is not a performance management tool. It's an admission that performance hasn't been managed. This pack starts before it gets that far — with coaching tools, honest conversation guides, and a leaders' guide that tells it straight — and gives you the formal process as a backstop, not a first resort.
Coaching-first
Built around the principle that good managers address performance continuously — not through a formal process when it's already gone wrong.
Plain English
Clear, direct language that managers can actually use. No HR jargon, no weasel words.
ACAS-aligned
The formal documents follow ACAS guidance and ERA 2025 requirements throughout.
Customised to you
All documents pre-filled with your company name, contacts and policy choices.
What's included (17 customised documents)
Foundation
- How to Use This Pack
- Performance Management Policy
- Leaders' Guide (9 sections, case law references)
Coaching Tools
- Continue & Begin® Coaching Reference Card
- 1:1 Meeting Record
- Performance Conversation Record
- Objective Setting Template (SMART)
- Development Plan Template
Formal Process
- Capability Dismissal Guidance Note
- Invitation to Performance Review Meeting
- Performance Improvement Plan Template
- PIP Review Meeting Record
- Outcome Letter: Performance Improved
- Outcome Letter: Performance Not Improved
- Invitation to Capability Hearing
- Capability Hearing Outcome Letter
- Appeal Outcome Letter
Presentation
- Honest Conversations — 30-minute manager session deck
- 🔒 Secure payment via Stripe
- ✓ Written by a Chartered FCIPD professional
- ⬇ Instant download after customisation
Need help with a live performance situation?
If you need hands-on support with a capability process, manager coaching, or a difficult conversation that's already in progress, get in touch.