Investigating a Performance Issue



When you have an employee who is consistently not meeting expectations for their role, despite regular feedback and direction from you (including a Performance Improvement Plan), you may decide to pursue a formal progressive discipline process.

If you have not already conducted a Performance Improvement Plan, given your employee regular feedback, and set clear expectations that you both are on the same page about, start with those modules first! It’s best to resolve performance issues at the lowest, least complicated level possible.


Table of Contents

  1. First: Talk to your employee

  2. Preparing for the Fact-Finding Meeting

  3. Conduct the Fact-Finding Meeting

  4. After the Fact-Finding Meeting

  5. Letter of Warning Template


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