File Note: Core Values
Re: Record of meeting with ;regarding not meeting our core values
Today at <insert time>, I met with <insert employee’s name>. Also present was <insert names of any other people at the meeting>.
During the meeting I explained to <insert employee’s name>that she had not met core value <insert core value/s>when<insert description of behaviour discussed>.
<Insert employee’s name> said in response that <insert details of what you believe the employee said/advised/explained>.
In order to assist <insert employee’s name> to meet our core values, I <insert details of what steps you have taken or offered and any deadlines, targets, expectations that you have set the employee for improvement>.
e.g. In order to assist Jane Doe to meet our core values, I arranged for her to shadow me while I performed the task so she could observe the expected behaviour.
<Record any other details of the meeting that you have not yet written.>
At the end of the meeting I <insert details of anything else that occurred at the end of the meeting, for example if you gave the person a warning letter or if you set a date for a follow up meeting you should note that here>.
e.g. At the end of the meeting I informed Jane Doe that if her performance did not improve a First Written Warning would be issued.
Signed:_______________________________________________ Date:______ /_______ /