On the Record - Organise what matters when your role, team or employment situation becomes uncertain.

A workbook for when you've been placed on a formal performance plan — for staying organised, thinking clearly, and keeping an accurate record while it happens, not after.

Written by a practising employment lawyer who has advised employers on how these plans actually get assessed, and separately represented women through the negotiations that follow them. This is not legal advice. It's the record-keeping and clarity that makes good legal advice possible later, if you need it.

Twelve pages: eight guided sections, two running logs, a section that tells you plainly when it's time to call a lawyer, and four email templates ready to copy — for confirming conversations, requesting written criteria, chasing promised support, and flagging when feedback drifts from the plan.

Print it, or write straight into the PDF. On your terms, on your timeline.

What's Inside

• A guided walk through all eight stages of a formal plan — from finding out, to closing the file
• The Record — a running log for every conversation, piece of feedback, and meeting, so nothing relies on memory later
• Reading the Plan — three questions to check each goal against, so you know early if it's fair and workable
• The Check-In Log — a consistent template for every formal review, so patterns are visible in writing, not just felt
• The Decision Page — space to think through whether the plan is workable, whether you want it to be, and what your runway looks like
• What to Have Ready — the exact documents to keep together, and the point at which this workbook hands off to an employment lawyer
• Closing the File — a page for once it's resolved, whichever way, so you can put it down
• Four email templates, ready to copy — confirming a conversation, requesting written criteria, chasing promised support, and flagging when feedback drifts from the plan
• A Worth Your Attention / Not Worth the Weeds note on every section, so you always know where to spend your energy
• Printable A4 PDF — write by hand or type straight into the file

Who It's For

• You've just been placed on a formal performance plan, or you can see one coming
• You want to stay level-headed and organised, not reactive, while it's happening
• You're not sure yet whether this is workable, and you want to think it through with your own record instead of guessing
• You want the right documents and language ready, in case this ever needs to go further
• You'd rather prepare quietly, on your own terms, than search "PIP" at midnight and read forty conflicting opinions
• You're a working woman who wants to handle this the way you handle everything else at work — clearly, and with the facts in writing

FAQ

Does this leave my browser? No. Everything you enter stays local to your browser unless you choose to back it up or export it yourself.

What if I lose my browser data? Use Backup at any time to download an independent copy you control. Browser storage is a convenience, not a guarantee — particularly in Safari.

Do I need to prepare in one sitting? No. Save and resume whenever suits. Quick Mode exists precisely because sometimes the meeting is tomorrow.

Is this a career coach? Not a coach, no. But the prompts do what a coach would ask you to think through before a difficult conversation — and turn your answers into something you can take into the room. You set the pace. No session, no one else in the room, no advice handed back. What you do with the preparation is yours.

On the Record · Open Bracket · Information is stored locally where the browser permits. Nothing is sent to Open Bracket.