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Disciplinary Meeting Template

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Conduct a fair and constructive disciplinary meeting with this template that provides a clear structure to facilitate open communication and a path toward resolution.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Disciplinary Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Disciplinary Meeting
Today @ 10:30 - 11 AM
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Disciplinary Meeting Template
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  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this disciplinary meeting template?

1Explanation of disciplinary process

Provide an overview of the disciplinary procedure and the objectives of the meeting.

2Reason for the meeting

Define the specific incident(s) or behavior(s) that brought you to this meeting. Include:

  • Conduct or behavior in question
  • Impact

3Evidence review

Review any evidence related to the conduct or behavior in question, ensure that it aligns with the company’s policies and values – paying attention to details

4Employee input

Allow the employee in question to share their side of the story. Clarifying events, providing any explanation or context, etc.

5Performance and conduct expectations

Clearly state the company’s expectations surrounding performance, attendance, and behavior.

6Decision and outcome

Discuss the outcomes of the meeting, including any disciplinary actions to be taken.

7Plan for improvement and follow-up

Develop an improvement plan for the employee, including goals, timelines, and follow-up meetings

8Employee support and resources

Provide resources or support to the employee to help improve their performance, behavior, and meet expectations

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Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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