Preparation Checklist for a Workplace Grievance Meeting
How to prepare effectively for a formal workplace grievance meeting with your employer.
Overview
The ACAS Code of Practice on Disciplinary and Grievance Procedures (2015) sets out minimum standards for grievance procedures. An employer's failure to follow the Code can result in a 25% uplift in any tribunal award. You have the right to be accompanied by a trade union representative or workplace colleague at any formal grievance meeting (Employment Relations Act 1999, s.10). Preparing thoroughly maximises the chance of resolution and protects you if the matter later proceeds to tribunal.
Documents and Evidence
Your written grievance letter(Essential)
This sets the agenda — the employer must address the specific complaints raised
All documentary evidence supporting your grievance (emails, messages, policies)(Essential)
Copies of any relevant company policies (grievance procedure, equality policy, etc.)(Essential)
Contemporaneous notes of incidents with dates and times(Essential)
Contact details of any witnesses who support your account
Your Case and Desired Outcome
Clear statement of what you want to happen as a result of the grievance(Essential)
Be specific: an apology, a change in management, an investigation, compensation, etc.
Note of the specific policy breaches or legal rights you are relying on
Prepared answers to likely questions from the employer
Rights and Follow-up
Confirm your companion is attending (trade union rep or colleague — your right under s.10 Employment Relations Act 1999)(Essential)
Request that the meeting is recorded or that minutes are taken
Plan for follow-up: appeal rights if the outcome is unfavourable
ACAS helpline number (0300 123 1100) for free pre-meeting advice