Be Specific About the Performance Gap
Write down what the person is expected to deliver, what they are actually delivering, and the evidence for the difference. If you cannot describe the performance gap in two or three plain sentences, you may not be ready to raise it.
Work Out Why
Performance problems usually have one of four causes: the person does not know what is expected, does not know how to do it, cannot do it because of something outside their control, or does not want to do it. Each requires a different response, and the wrong diagnosis is a common reason improvement plans fail.
Have an Informal Conversation First
A private, early, one-to-one conversation can normally resolve the majority of performance issues. Describe the performance gap, ask for the person’s view, agree what changes are needed and by when, and note it in an email afterwards. Do not skip this step to get to a formal process faster.
Agree a Short Improvement Period and Provide Support
Set two or three clear, measurable objectives over four to eight weeks, and be explicit about the support you will provide: training, coaching, a mentor, clearer priorities or more regular check-ins. Schedule review meetings in the diary.
Review With Honesty
At the end of the period, compare performance against the objectives you set, not against a general impression. If the person has improved, say so and close the matter. If they have partly improved, extend once with revised objectives, targets and a new timeline. If nothing has changed, move to a more formal performance management process.
Follow Your Capability Procedure
A fair formal process should include written notice of the concerns, a meeting where the person can respond, the right to be accompanied, a written outcome, further improvement periods with warnings, and the right of appeal. The ACAS Code of Practice on disciplinary and grievance procedures applies, and a tribunal can increase compensation by up to 25 per cent if it is not followed.
Only Then Consider Dismissal
Dismissal for capability is a potentially fair reason under the Employment Rights Act 1996, but only after a fair process and a genuine opportunity to improve have taken place. Before any final decision, consider whether an alternative role, adjusted duties or a further period would be reasonable in the circumstances. Take HR or legal advice at this point if you have not already.