Before You Start a Disciplinary: Manager Checklist

What the resource helps with

Before taking formal action, check the facts and consider your options. Our manager checklist helps you assess the concern, identify risks and prepare a fair and proportionate next step.

What's included

• Checks to help you decide whether formal action is appropriate
• Prompts to review the allegation, evidence and immediate risks
• Preparation points covering investigation planning, impartiality and equality considerations

When to Use the Resource

Use this checklist before starting a formal disciplinary investigation or issuing disciplinary correspondence.