# EXAMPLE: CAPABILITY LETTER
Date: 7 July 2027
From: Hearth & Field Retail Limited
To: the other party named in this worked example
## 1. Purpose and status
This is a completed fictional a capability review for a sales account manager. It records the issuer's decision or request and is not legal advice. The recipient should check the facts, contractual terms and any statutory procedure before relying on it.
## 2. Facts and evidence
The capability review on 7 July 2027 found that Marcus's account pipeline and reporting were below the role standard, after earlier coaching and an opportunity to explain health or disability issues.
The issuer considered the documents, dates and explanations reasonably available and has kept a clear record. No conclusion is intended to prevent a right to respond, appeal or request a reasonable adjustment.
## 3. Decision or request
A ten-week improvement plan starts on 14 July: 18 qualified accounts and 90% timely reporting each month, with weekly coaching and a midpoint review.
Hearth & Field will provide CRM training, clarify targets and consider reasonable adjustments. Marcus must keep records and raise any barrier promptly.
## 4. Rights and next steps
Failure to improve may lead to a further capability hearing, up to and including dismissal with notice. Marcus may comment on this letter and appeal to an independent director within five working days.
Any response must be in writing to the named issuer within the period stated above. A worker may be accompanied where the applicable procedure permits, and statutory rights under the Employment Rights Act 1996, Equality Act 2010, family-leave rules and the ACAS Code are not excluded.
## 5. Confidentiality and records
The letter is confidential, stored securely and shared only with people who need it for the employment process, legal advice or a lawful reporting duty. Personal data is handled under UK GDPR. The issuer will correct a material factual error and keep a proportionate audit trail.
## 6. Closing
This letter does not vary a contract unless it expressly says so and is accepted in the legally required form. Nothing limits whistleblowing, discrimination, maternity or other protected rights.
Yours sincerely,
Harriet Cole, for the issuer
Signature: ______________________________