Free five-minute checklist
Six things to check before discipline or termination.
Before making a discipline or termination decision, spend five minutes reviewing the facts, timing, and consistency. Enter your work email to download the PDF immediately. You will also receive occasional practical HR notes.
Before the conversation
How to use the checklist
Use the checklist to review the facts, record what you find, and prepare for the conversation.
Review recent events
Look at recent complaints, leave requests, wage concerns, safety reports, and other events that could affect the decision.
Compare similar decisions
Compare the proposed action with your policies and how you have handled similar situations.
Confirm the facts
Separate confirmed facts from those that need further review. For each material fact, record the supporting document, witness, or prior communication.
Prepare for the conversation
Confirm approvals, talking points, and documentation. For a termination, prepare final pay, benefits, and access arrangements.
Free PDF
Get your free checklist.
Enter your work email to download the print-ready PDF.
- Six questions to review before taking action
- What to check for each question
- When to involve senior leadership or counsel
- Your PDF opens as soon as you submit the form.
For more detailed decision support
Support for the decision and conversation.
For a more detailed review, the $89 Discipline and Termination Decision Kit includes investigation tools, documentation templates, manager talking points, a final checklist, and editable records. A $149 Setup Session gives you one hour with a senior HR practitioner to set up the kit for your situation. Involve employment counsel when a decision raises legal questions.