Official form guide
Form underperformance meeting plan: Underperformance meeting plan
This form is an Underperformance meeting plan issued by the Fair Work Ombudsman. Use it when an employee's work performance needs formal attention or improvement.
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Form Overview
Fair Work Ombudsman Form underperformance meeting plan - Underperformance meeting plan
This form is an Underperformance meeting plan issued by the Fair Work Ombudsman. Use it when an employee's work performance needs formal attention or improvement.
Risk Radar
Scan points- 1Do not forget to clearly define *measurable* outcomes; vague goals are useless.
- 2Failing to specify measurable improvement targets.
- 3Not documenting who is responsible for each action item.
- 4Submitting the plan before the initial performance discussion happens.
- 5Using generic descriptions instead of specific examples of poor work.
Plain English
Think of this as a roadmap for fixing poor job performance. It sets out what went wrong and how the employer plans to help the worker get back on track in their role.
Submission Date
- Filing date: Submit it when performance issues are identified and a formal meeting to discuss them is scheduled or has just occurred.
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- When an employee consistently misses targets or standards.
- Before having a formal meeting about poor work quality.
- To document a structured plan for performance improvement.
- If informal coaching hasn't resolved the performance issues.
Form selector
Use this form or another form?
Dispute over pay rate
Need to argue specific pay entitlements
✓ Check against Award/Agreement
Workplace bullying incident
Formal record of a negative event
✓ Ensure dates and witnesses are clear
Requesting flexible hours
Need formal approval for schedule change
✓ Confirm eligibility criteria met
Flexible Work Arrangement Request
Not confirmed in official source
Not confirmed in official source
✓ Check the latest FWO guidance page
Deadline or filing window
Submit this form promptly after the initial underperformance meeting takes place. There is no fixed deadline stated in the name, but promptness is key.
Before you submit
- 1Ensure both manager and employee names are fully correct.
- 2Verify the specific performance issue is clearly described (not vague).
- 3Confirm measurable goals are set (e.g., 'Improve by 15%').
- 4Check that support/resources offered are realistic for the role.
- 5Make sure a review date is scheduled within the plan.
How to file this form
- 1Complete all sections of the Underperformance meeting plan.
- 2Have both parties sign and date the document.
- 3Keep a digital copy saved on your company server or cloud storage.
- 4Submit the signed hard copy to HR/Payroll for official record keeping.
Known limitations
- 1This form does not guarantee successful performance improvement.
- 2It is not a substitute for other required Fair Work documentation.
- 3The plan's validity depends on following the agreed-upon review schedule.
- 4Not confirmed in official source (specific time limits are not listed here).
Field map
Compact field-by-field guide
Applicant
1 items
Full name (and representative, if any), postal address, email, and phone number of the person or organisation lodging the application.
Respondent
1 items
The exact legal name and ABN of the employer or other party the application is made against.
The Matter
2 items
Identify the kind of matter — for example, unfair dismissal, general protections, or an agreement application.
A clear description of what happened, relevant dates, and the outcome you are seeking.
Dates
1 items
Relevant dates such as the date of dismissal or the date the issue arose — these determine whether you are within time.
Supporting
1 items
Any documents that support your application, such as letters, contracts, or notices.
Declaration
1 items
Sign and date the form. Applications may also require a fee or an application for a fee waiver.
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Fillable formOpen in Editor->This plan is used when an employee's performance needs formal attention. It helps structure the discussion and improvement process.
What changed or needs a fresh check
- Check if there are new mandatory fields added.
- Verify the date of the last revision on the form header.
- Confirm if any required signatures have changed location.
- See if the language used for 'Performance Gap' has been updated.
Quick Facts
Downloads & source
Sources
- SRCIssued by: Fair Work Ombudsman (FAIR_WORK_OMBUDSMAN)
- SRCForm Name: Underperformance meeting plan
- SRCContext: Formal performance management documentation.
- SRCNot confirmed in official source: Specific version number.
Common confusion points
Confusing 'performance issue' with 'personality clash'; focus on observable work output.
Not listing specific evidence for the underperformance (e.g., 'Late reports' vs. 'Reports submitted late').
Setting goals that are too broad, like 'Be better at customer service'.
Forgetting to define *who* is responsible for supporting the improvement.
Source transparency
Copyright & Licensing — Australian Government Forms
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