It’s a tough question – but one you can now answer with clarity. Our Performance Checklist is a free, powerful tool that helps you audit your current system’s performance. In just a few minutes, you’ll identify what you’re doing well and uncover gaps where you could improve. Think of it as a report card for your workplace’s engagement and accountability practices. Many companies have blind spots in their processes – whether it’s inconsistent coaching, unstandardized documentation, or missed recognition opportunities. This checklist shines a light on those areas so you know where to focus. After all, simply standardizing your approach can reduce errors and inefficiencies by at least 15%. If you’re aiming for a high-performance culture, start by benchmarking where you stand today.
How effectively is your organization managing employee performance today?
Evaluate Your Team’s Performance Management —
At a Glance
By the end of the checklist, you’ll have a well-rounded view of the situation—helping you make confident, consistent, and fair decisions. It’s not just a disciplinary tool; it’s a safeguard for your team and your company.
Is the expectation or rule tied to safe and efficient operations? This section prompts you to review whether the policy is reasonable, where it’s documented, and how it supports your organization’s goals.
Reasonable Rule or Work Order
Was the employee clearly informed of the expectations and potential consequences? This ensures that performance standards or work rules were communicated in advance and that training or sign-offs are properly documented.
Notice
Have you conducted a thorough and unbiased investigation? These questions guide you in verifying whether you’ve spoken to all relevant parties, reviewed video or time records, and identified any potential conflicts that could undermine the process.
Fair & Sufficient Investigation
Here’s what the checklist helps you evaluate:
This checklist is designed to help supervisors and HR align before taking action on a performance issue. It serves as a conversation guide to ensure any corrective action is appropriate, fair, and well-supported. You’ll walk through key areas to determine if the issue—and your response—are handled consistently and objectively.
What's Inside the Checklist?
Did you uncover evidence of the performance issue or misconduct? This part helps you gather and review documentation—like performance data, witness statements, or procedure checklists—to support your decision.
Proof
Are you applying policies fairly across your team? Use this section to reflect on prior disciplinary steps for the individual and compare how similar issues have been handled to avoid inconsistency or bias.
Equal Treatment
Do you have a clear reason for the level of discipline you’re recommending? The checklist ensures you consider intent, past performance, years of service, and other mitigating circumstances to match the action with the situation.
Appropriate Discipline
Grab the Performance Checklist and empower your leadership team to drive positive change.
Ready to bring clarity and consistency to your performance management conversations? The Alignment on Performance Issue Checklist is a practical tool designed to help HR and frontline leaders work together when addressing performance concerns. It guides you through key questions to ensure disciplinary actions are fair, justified, and well-documented. Access the checklist for free—just provide your email so we can send it your way. This resource has helped countless teams make more confident, objective decisions—and now it’s here to support yours.
Get Your Free Checklist Now
This isn’t just a “nice-to-have” PDF – it’s a conversation starter and a roadmap for change. Using this checklist ensures that any performance-related decisions are thoughtful, consistent, and legally sound. It provides a structured framework for supervisors and HR to evaluate all aspects of a performance issue—before taking action. By walking through key areas like evidence, fairness, consistency, and communication, the checklist reduces risk, supports better documentation, and helps maintain trust within your team. It’s not just about discipline—it’s about making sure you’re aligned, objective, and doing right by both the employee and the organization. Think of the Performance Checklist as free consulting distilled into a handy resource.
