HR documents and templates
Performance management and staff training templates
Improving the skills of your staff can deliver real business benefits. It can increase their productivity, motivation and quality of work, and boost overall business profits and customer satisfaction. We have a number of free performance management and staff training templates that employers and HR professionals can use for their business.
Employers' Handbook: staff performance and training
Further best practice advice and practical documents to help you with staff performance, training and development are included in the Invest Northern Ireland Employers' Handbook including:
- Section 14: Managing employee performance (PDF, 229K)
- Section 15: Training and development (PDF, 69K)
Performance management templates
Agreeing appropriate objectives and making effective use of appraisals can improve your business performance and help you assess how well your employees are working.
If you're not sure where to start setting performance targets, download our sample agreement templates for different positions within the business:
- general performance agreement template (DOC, 13K)
- sample performance agreement - for operatives (DOC, 13K)
- sample performance agreement - for administrators (DOC, 15K)
- sample performance agreement - for managers (DOC, 14K)
Performance reviews templates
Download our two sample performance review form templates to help you assess employees' performance:
- sample performance review form (DOC, 18K)
- sample performance review form past and future performance (DOC, 16K)
Dealing with poor performance
Performance improvement measures can help you manage poor performance, and deal with your staff efficiently and fairly.
To see an overview of the measures required to deal with poor performance, download our formal performance improvement procedure flowchart (DOC, 20K).
Poor performance template letters
Use our downloadable sample letters to help you follow a fair and efficient performance improvement procedure when dealing with underperforming staff:
- sample letter of notice of performance improvement meeting (DOC, 13K)
- sample letter of recorded verbal warning due to poor performance (DOC, 14K)
- sample letter of first written warning due to poor performance (DOC, 14K)
- sample letter of final written warning due to poor performance (DOC, 14K)
- sample letter of dismissal or disciplinary action due to poor performance (DOC, 14K)
- sample letter of outcome of appeal following disciplinary action due to poor performance (DOC, 14K)
Training and development templates
Creating a training strategy usually involves assessing your training needs, determining the type of training best suited to your business and evaluating its effects to maximise the benefits.
To help get you started on the way to creating a successful training strategy, you can download and use the following training and development templates:
For further information, see training your staff and managing staff performance.
Training needs analysis tutorial videos
The embedded video below is an introduction to a tutorial on training needs analysis. You can view the full Invest NI training needs analysis tutorial.