Performance Improvement Toolkit For Line Managers

Support underperformance with confidence using this comprehensive Performance Improvement Toolkit.
 
Created specifically for Line Managers, this downloadable resource includes everything you need to manage capability concerns clearly, fairly, and in line with UK employment best practice.
 
Whether you're addressing inconsistent performance, setting up a formal Performance Improvement Plan (PIP), or helping someone get back on track, this toolkit enables you to take action early, document each step, and make informed decisions with confidence.
 
What’s Included:
 
✅ Performance Management Policy with practical guidance and FAQs
✅ Step-by-step flowchart for informal and formal stages, including dismissal
✅ Editable template letters for each stage – including meeting invites, outcome letters, and dismissals, with worked examples for both task-related and behavioural scenarios
✅ SMART PIP template with example behavioural and task-based objectives
✅ Line Manager guide with examples, coaching prompts, and decision support
✅ Detailed FAQs to help you navigate tricky situations (e.g. disengagement, disability, appeals)
 
Why Use This Toolkit?
Equips Line Managers with the tools and confidence to address underperformance early and fairly
Practical, time-saving resource that makes a difficult process easier
Templates and examples you can edit to fit your organisation