Informal consultation document

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Please confirm the day date and time of this meeting

  Date
• Please enter the location where this meeting is being held
  Address

Reason for Discussion - please enter the key issues below. (No more than 3)

• Issue no.1

• Issue no.2

• Issue no.3

Please list the people in attendance.

• Who is holding this meeting?

  Sign

• Who is the subject of the conversation?

  Sign

• Who is here as a witness (if applicable)

  Sign

Incident(s) - point(s) for discussion - action(s) to be discussed today

• Please enter the specific issues for today's discussion.

Issues / concerns / questions raised by the line manager / interviewer.

• Please detail below the issues concerns and questions raised today.

Answers / replies / issues / concerns & answers given by the interviewee in response to the questions issues posed.

• Please detail below the answers supplied by the interviewee (be brief, accurate and succinct.

Plans / actions /outcomes agreed

• Please list what plans /actions / outcomes have been agreed following the discussion (ideally Specific, Measureable, Achievable, Realistic, & Timescaled)

• Specifically what needs to happen?

• How will actions be measured?

• How can we evidence that what is required is achievable?

• How can we ensure that the target action set is realistic?

• What timescale have we put on the actions being delivered and then being reviewed?

• When will we meet again to review progress

  Date

Please sign below and a copy will be forwarded to you for your own records.

• Confirmed as meeting complete - line manager / interviewer

  Sign

• Confirmed as meeting complete - interviewee

  Sign

• Confirmed as meeting complete - witness (if applicable)

  Sign