PRINT ON DEPARTMENT LETTERHEAD

XX(INSERT DATE)

TO:XX(INSERT EMPLOYEE NAME, JOB TITLE)

XX(INSERT DEPT/AREA/SHOP)

FROM:XX(INSERT YOUR NAME, JOB TITLE)

XX(INSERT DEPT/AREA/SHOP)

SUBJECT:XX(INSERT FormalOR Final) Counseling Follow-up

I am writing as a follow up to our XX(INSERT Formal OR Final) counseling session held on XX (INSERT DATE). Also present at the meeting were XX(INSERT Reggie TaschereauOR Anne Marie Marshall), FS Human Resources Specialist, XXUW Human Resources Consultant, and XX (INSERT NAME OF UNION REP IF PRESENT OR DELETE), XX(INSERT WFSE OR SEIU) representative, and XX (INSERT INTERPRETER IF PRESENT OR DELETE). I found it necessary to implement the XX(INSERT FormalOR Final) counseling because there continue to be areas where you do not meet expectations. The areas we discussed include:

  • XX (INSERT SPECIFIC PROBLEM FROM CAP)
  • XX (INSERT SECOND SPECIFIC PROBLEM FROM CAPIF MORE THAN ONE)

[If there was any dispute about the events leading to the counseling, or if there was an investigation, address how we reached the conclusions that we are relying on to support the counseling.]

[What was the impact of the conduct we are counseling for?]

[Also discuss any prior counselings on related subjects and failures to correct in the past. If we are skipping steps in the corrective action process, explain why.]

Attached is the finalized action plan. I have considered the information you brought to my attention at our meeting, and based on that I have decided toXX(INSERT WHAT CHANGES WERE MADE HERE. EX: CHANGE TO CAP LEVEL AND/OR REVISIONS TO THE CAP. IF NO CHANGES TO CAPTHEN DELETE). (For Formal CAPs) [I am confident that if you apply yourself, you will be able to meet job expectations.] For Final CAPs [modify as appropriate, consult with FS HR] (If during the counseling meeting the employee refused to cooperate or provide information, that will be discussed here and consequences identified - the preceding sentence will be edited.) If you find that you need assistance in implementing the action plan or you have questions about your work, please let me know so that we can discuss any problems that you are having. It is important that your performance improve as outlined in the action plan. If there is no immediateand sustained improvement in the identified problem areas, you will be subject to additional corrective action which could include your dismissal from employment at the University.

If you believe there are personal or medical factors affecting your ability to perform your job, the University has resources that may be of assistance to you:

UW CareLink (Faculty and Staff Assistance Program): provides confidential counseling, childcare and adult/elder care consultation and referral, as well as legal and financial services. The toll-free phone number is: 1-866-598-3978 (TTY: 1-877-334-0489). For more information, see the UW CareLink website at:

Disability Accommodation: the University of Washington provides reasonable accommodation for employees who have a medical condition that affects their ability to perform their job duties. For more information, see the Disability Accommodation - Accommodation Request Process for Employees and Appointees web page at:

Taking this action plan seriously is essential to your continued employment at the University. It is important that you understand that failing to meet the objectives set forth in the action plan will lead to (additional corrective action) (termination of employment).

Attachment:XX (INSERT FormalOR Final) Counseling Action Plan

cc: XX(INSERT DIRECTOR)

XX(INSERT ASSIST DIR OR MGR AS APPROP)

XX(INSERT Reggie TaschereauOR Anne Marie Marshall)

XXRenniBispham, HRC

Department File