Template

Documented Discussion Form

by Agnes Schooling, from the Community

This documented discussion form helps team leaders and agents record important conversations about behavior, attendance, values, lateness, and compliance. The template includes fields for date, prepared by, and agent name, plus prompts for the reason for the discussion, key points raised, actions agreed, and completion status. It also provides sections for sign off by the team leader and agent, and a prompt to confirm whether the form has been submitted to human resources. Use it to ensure clear documentation, accountability, and consistent follow up across teams.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Record of Discussion
This record of discussion template helps construction teams capture the details of site conversations and decisions. Log the gang leader and other labourers present, date and person conducting the discussion, issues raised, detailed discussion notes, actions taken, and a follow up date. Include signatures from the person consulted and supervisor sign off to ensure accountability. Use it for toolbox talks, prestart meetings, and safety briefings to maintain clear communication and traceable actions across your projects.
by SML Office, from the Community
Downloads: 0
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Template
Record of Discussion Template
This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.
by Sally Taylor, from the Community
Downloads: 40+
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Template
ILS Informal Discussion Form
Use this ILS informal discussion template to document employee conduct and performance conversations. Record employee and manager details, date and location, discussion points, actions, and impacts. Capture acknowledgements with staff and manager signatures to standardize documentation and support fair, consistent follow-ups.
by Souzana Chevkenova, from the Community
Downloads: 10+
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Template
WWHaikou Performance Discussion Record
Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.
by Matt Nelson, from the Community
Downloads: 10+
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Record of Discussion

This record of discussion template helps construction teams capture the details of site conversations and decisions. Log the gang leader and other labourers present, date and person conducting the discussion, issues raised, detailed discussion notes, actions taken, and a follow up date. Include signatures from the person consulted and supervisor sign off to ensure accountability. Use it for toolbox talks, prestart meetings, and safety briefings to maintain clear communication and traceable actions across your projects.

by SML Office, from the Community

Get

Template

Record of Discussion Template

This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.

by Sally Taylor, from the Community

40+

Get

Template

ILS Informal Discussion Form

Use this ILS informal discussion template to document employee conduct and performance conversations. Record employee and manager details, date and location, discussion points, actions, and impacts. Capture acknowledgements with staff and manager signatures to standardize documentation and support fair, consistent follow-ups.

by Souzana Chevkenova, from the Community

10+

Get

Template

WWHaikou Performance Discussion Record

Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.

by Matt Nelson, from the Community

10+

Get

Documented Discussion Form

About author

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Record of Discussion

Record of Discussion Template

ILS Informal Discussion Form

WWHaikou Performance Discussion Record

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Record of Discussion

Record of Discussion Template

ILS Informal Discussion Form

WWHaikou Performance Discussion Record