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Letter Of Counseling
1. Header Information: Date, recipient's name, position, department, and company details
2. Purpose Statement: Clear statement indicating this is a Letter of Counseling and its general purpose
3. Specific Concerns: Detailed description of the specific performance issues or behavioral concerns, including dates and specific examples
4. Impact Statement: Explanation of how the identified issues affect the workplace, team, or organization
5. Previous Discussions: Reference to any verbal discussions or informal counseling that preceded this letter
6. Expected Improvements: Clear outline of the specific improvements or changes expected from the employee
7. Support and Resources: Description of resources, training, or support available to help the employee improve
8. Timeline: Specific timeframe for expected improvements and follow-up review
9. Consequences: Statement about potential consequences if improvements are not made
10. Closing: Positive statement about expected outcome and invitation for discussion
11. Signature Block: Space for manager's signature and date, and employee acknowledgment of receipt
1. Performance Improvement Plan Reference: Include when the letter is accompanied by a formal Performance Improvement Plan
2. Union Representative Notice: Include when the employee is covered by a collective agreement and has right to union representation
3. Employee Response Section: Optional space for employee to provide written comments or response
4. HR Policy References: Include when specific company policies or procedures are relevant to the concerns
5. Meeting Summary: Include when the letter follows a formal counseling meeting
1. Incident Report(s): Detailed documentation of specific incidents or performance issues referenced in the letter
2. Performance Metrics: Relevant performance data or statistics supporting the concerns raised
3. Meeting Notes: Notes from previous discussions or counseling sessions
4. Training Plan: Specific training or development activities recommended for improvement
5. Relevant Policies: Copies of company policies referenced in the letter
Authors
Workplace Conduct
Improvement Period
Review Period
Expected Outcomes
Support Measures
Counseling Meeting
Follow-up Meeting
Professional Behavior
Company Policies
Verbal Warning
Written Warning
Performance Metrics
Core Responsibilities
Workplace Rules
Improvement Plan
Documentation
Regular Review
Satisfactory Performance
Misconduct
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