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Free notice template · Word

Poor Performance Notice

A poor performance notice formally informs an employee that their performance is under review and invites them to a meeting to discuss it. It shares the performance data in advance, lets the employee bring their own evidence, and explains that outcomes may range from closure to a performance improvement plan.

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[Company Logo][Company Name]

NOTICE OF PERFORMANCE REVIEW MEETING

Ref. No.:
[Reference Number]
Date:
[Date]

To,
[Employee Name]
[Designation], [Department]
Employee ID: [Employee ID]

Subject: Notice of Formal Review of Work Performance

Dear [Employee Name],

This is to inform you that your work performance is being formally reviewed, as it has been below the expected standard for [Period]. The key concerns are:

  1. [Concern 1 – metric and period, e.g. average monthly sales of ₹X against target of ₹Y for Q1 and Q2]
  2. [Concern 2 – e.g. appraisal rating of 'Needs Improvement' in FY review]
  3. [Concern 3 – e.g. project milestones missed on DD/MM/YYYY]

Copies of the records relied upon are enclosed with this notice.

You are invited to a performance review meeting as per the details below:

DetailInformation
Date and time[DD/MM/YYYY], [Time]
Venue / link[Meeting Room / Video Link]
Company representatives[Reporting Manager]; [HR Name]
Expected duration[Duration]

At the meeting you will have full opportunity to give your view, explain any factors affecting your performance and suggest the support you need. You may bring any documents you wish to rely on, or send written comments to HR before the meeting.

No decision has been taken at this stage. After the meeting, possible outcomes include no further action, informal support, a structured performance improvement plan, or other steps under the company's performance management policy.

Please confirm your attendance to [HR Name] by [DD/MM/YYYY]. If the time is not suitable, let us know so that another slot within [Number] days can be arranged.

Enclosures: [Performance Records]

For [Company Name]
[HR Name]
HR Department
Received by
[Employee Name]
Date: [Date]

What this template includes

  • Meeting date, time, venue or video link
  • Who will attend from the company
  • Performance data shared in advance
  • Right to bring their own records or comments in writing
  • Possible outcomes of the review, without pre-judging
  • Request to confirm attendance or seek another slot

When to use it

  • Before starting a formal performance improvement plan
  • When appraisal ratings have been below expectations for two or more cycles
  • When you want a structured meeting rather than a direct warning
  • When the employee should have time to prepare their side of the story

How to customise this template

  1. 1Give at least two to three working days' notice of the meeting
  2. 2Attach the performance dashboard or appraisal extract
  3. 3List realistic possible outcomes under your performance policy
  4. 4Offer a virtual meeting option for remote staff

HR tips

  • Keep the meeting a two-way conversation, not a verdict
  • Write minutes and share them with the employee afterwards
  • Consider role fit, training gaps and personal circumstances
  • Do not describe the outcome before the meeting has taken place

This notice is part of performance management, not a disciplinary penalty. Align it with your appraisal policy, standing orders and applicable labour laws, and seek legal advice where needed.

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Frequently asked questions

What is a poor performance notice?+

It is a written notice telling an employee that their performance is being formally reviewed, sharing the evidence and inviting them to a meeting to discuss it before any decision is made.

What are the outcomes of a performance review meeting?+

Outcomes can include no further action, informal support, a performance improvement plan, a change of role, or a performance warning, depending on the facts and policy.

Can an employee bring someone to the meeting?+

Follow your policy. Some companies allow a colleague to accompany the employee to a performance meeting; mention it in the notice if so.