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— Model Letter, Memos & Checklists —
Accommodation to Disability
Accusation – Defense to Hostility/Discrim
Affidavit
After Complaint Filed: Request for Separation and Protection
Agreement – Consultant
Agreement – Exec. Employment
Agreement – Indep. Contractor
Agreement – Mutual Non-Disclose
Agreement – Partnership
Attorney – Employment (Seeking Info)
Authorship – 2 Letters Asking for Rights
Background Check Problem – Explaining Issue
Background Check: Sharing Information Beforehand
Bad Mouthing by Former Emp’er
Benefits – Memo to HR Confirming
Benefits – Request for New, Restored, or Better
Bonus – Memo to Boss on Expectations
Bonus – Memo to Request a Bonus
Bonus – Responding to Disappointment
Bonus – Retention
Bonus – Sign On
Book of Business (“B.O.B.”)
Bridge to Retirement
Bully Boss – Anonymous Complaint
Cease & Desist – Halt Use of Name/Photo
Checklist – 88 Pts.- Employer Merge/Sale
Checklist – 100 Point Pre-Resignation
CLAWBACK
Client Information: Withheld by Former Employer
COBRA Election Notice
COBRA – Notice of Election
COBRA – Subsidized in Severance
Collecting Monies (Former Employer)
Collecting Monies (Present Employer)
Collection Agency – Your Response
Commissions – Plan Changed Retroactively
Commissions – Requesting Flexibility in How New Plan Affects You
Commissions – Requesting Monies Owed by Former Employer
Commissions – Requesting Monies Owed by Present Employer
Commissions – Requesting Monies Owed due to Retroactive Changes
Compensation – Unpaid (Former Emply’er
Complaint – Anonymous – re: Bully Boss
Complaint – Discrim/Harassm’t/Hostility
Complaint – FMLA or FMLA Retaliation
Complaint – Re: Retaliation on the Job
Complaint (Yours): When Investigator Finds “No Basis”
Complaint Filed: Request for Separation and Protection
Compliance Officers – Job Security
Confidentiality Breach – Defending Against Allegation
Conflict of Interest – On the Job
Consultant – Model Agreement
Consultant’s Agreement – 23 Points to Request
Contact Information: Withheld by Former Employer
Cover Letter – for Resume
Creations – 2 Letters Requesting Rights
Demotion (Survivor)
Departure – Last Job – 50 Good Reasons
Departure Reasons – For Leaving Your Last Job
Departure Statement – Memo Requesting
Disability – Requesting Accommodation
Discrimination: After HR “Investigation” Finds None
Discrimination – Age Complaint
Discrimination – Complaint to HR / Legal
Discrimination – Confirm’g HR Meeting
Discrimination – Defending Yourself
Employment – Executive Agreement
Employment Contract – Request for Renewal Provision
Equity – Inventory – Equity and Benefits
Equity – Requesting from Employer
Equity Vest – Severance
Executive Employment Agreement
Exit Interview – Letter to HR; Prior To
Expatriate – 138-Point Guide and Checklist
Expatriate – Left in Untenable Circums
Expatriate – Requesting Info and Protections
Expense – Anonymous Request that All Employees be Ongoing Reimbursed
Expense – Request for Ongoing Reimbursement
FMLA – Compliant to U.S. Dept. of Labor
FMLA – Filing Complaint with HR
FMLA Interference and/or Retaliation: Complaint to US DOL
FMLA – Not Returning Afterward
FMLA – Requesting Info/Forms/ Proced’s
Forgiveness – Repayment Obligation
Garden Leave – Seeking Shortening of Duration
Gifts at Work – Seeking Guidance on Accepting
Gifts at Work – Seeking Guidance on Giving
Gratitude, 50 Expressions of
Guarantee by Parent Company or Investor
Harassment – Complaint to HR / Legal
Harassment – Defending Yourself
Hostility – Complaint to HR / Legal
Hostility – Defending Yourself
HR – Memo Confirming New Job Benefits
HR – Confirm’g Meeting re: Discrim.Complt
HR File – Memo Requesting Review
HR – Memo to HR Prior to Exit Interview
HR Investigation: Memo after “No Discimination Found”
Illness
In the Meantime Clause
Incentive Compensation – Basics
Independent Contractor – Agreement
Information (Contact): Withheld by Former Employer
Information (On Computer): Withheld by Former Employer
Internship – Wanted Cover Letters
Interview – Thank You to Interviewers
Interview – 50 Reasons to Explain Departure
Interview – Do Not Contact Employer Yet
Interview – Exit – Memo to HR Prior To
Interview – Non-Disclos’re Email re:Ideas
Interview Presentations – Protecting Them
Interviews – 163 Point Guide and Checklist
Interviews – 25 Great Excuses to Attend
Inventions, etc. – Protecting Them on New Job
Inventory – Model for Equity and Benefits
Investigation of Your Complaint – How to Push Back
Investigation: When Your Complaint is Found “With No Basis”
Involuntary Resignation – Explaining to Unemployment Agency
Involuntary Resignation – Model Letter
IRS Informants – Model Forms & Package
Job Offer – Memo Confirming Terms
Job Offer Declined by Employee After Accepting
Job Offer Letter – Model Response
Job Offer Withdrawn
Job Offer Withdrawn – Asking for Losses
Job Security – Compliance Officers
Job Security – Merger – 88 Pt. Checklist
Key Man / Key Woman Agreement – for Bringing in New Client
Key Person Clause – While Employed; Bringing in New Client
Left Your Job – 50 Good Reasons
Legal Fee Cost – Request Reimbursement
Maternity – Activities During Leave
Maternity – Not Returning
Maternity – Notice Not Returning after Leave
Maternity – Requesting Pregnancy Accommodations
Maternity Leave – Notice Not Returning After
Maternity Leave/Pregnancy – Master Checklist
Medical Issues
Merger of Employer – 88 Point Checklist
Military Service – USERRA Rights
Misconduct – Abandonment/Neglect of Duties
Misconduct – Absenteeism/Lateness
Misconduct – Dishonesty at Work
Misconduct – Insubordination
Misconduct – Improper Touching
Misconduct – Conflict of Interest
Misconduct – Personal Use Co. Resource
Misconduct – Personal Use Co. Credit Card
Misconduct – Violation of Co. Policy
Misconduct – Use Confidential Information
Misconduct: When Your Complaint is Found “Without Basis”
Model Agreement – Consultant
Model Agreement – Executive Employment
Model Agreement – Indep’nt Contractor
Model Agreement – Mut.Non-Disclosure
Model Agreement – Partnership
Monies Not Paid – to Former Employer
Monies Not Paid – To Present Employer
Name – Letter Demanding Halt to Use
NDA – Formal Agreement
NDA – Simple Email Format
New Job Background Check – Explaining an Issue
New Job Background Check: Sharing Information Prior
New Job – Checklist of Items to Negotiate
New Job – Entire ULTIMATE PACKAGE
New Job Sought – To Friends and Family
Non-Compete, etc. – Did I Sign (for Fmr-Employee)
Non-Compete – Disclose During Hire
Non-Compete – Guide & Checklist
Non-Compete – Prevent Dispute
Non-Compete – Respond to Lawyer Letter
Non-Compete – Ultimate Package
Non-Compete – When Asked to Sign One
Non-Compete – Will Be Required?
Non-Disclosure – Email to Protect Ideas
Non-Disclosure – Agreement to Protect Ideas
Non-Disclosure Breach – Defending Against Allegation
No Response to Severance Request
Non-Solicit, etc. – Did I Sign (for Fmr Employee)
Non-Solicitation Agreement – Response
Offer – Memo Confirming New Job Terms
Offer Letter – Model Response
Offer – Withdrawn – Asking for Losses
Overqualified Job Applicant – Submitting Resume
Overtime – Former Employer
Overtime – Present Employer
Partnership – Model Agreement
Performance Improvement Plan
Performance Improvement Plan – Positive Steps After Successful Pushback
Performance Improvement Plan – 152-Pt. Checklist
Performance Improvement Plan – Respond
Performance Improvem’t Plan – 2nd Response
Performance Review: Before – Making It Best
Performance Review – Rebuttal
Performance Review – Request Forms/Procedures
Performance Review – 142 Pt. Checklist
Personnel File – Memo Requesting Review
Photo – Letter Demanding Halt of Use
PIP – After Successful Pushback; Suggesting Positive Steps
PIP – Entire ULTIMATE PACKAGE
PIP – Positive Steps after Successful Pushback
PIP – Response to Receiving PIP
PIP – Requesting Support Letters
PIP – Second Response to Receiving PIP
Portfolio Materials – Later Use
Post Complaint Filed: Request for Separation and Protection
Pre-employment Background Check – Explaining an Issue
Pre-Employment Background Check: Sharing Info Beforehand
Pre-Existing Creations – Protecting Them
Pregnancy – Giving Your Boss Notice of It
Pregnancy – Notice Not Returning after Leave
Pregnancy Discrimination – Complaint to HR
Pregnancy/Maternity Leave – Master Checklist
Private Equity – Seeking Protections
Protecting Your Book of Business (“B.O.B.”)
Raise – Memo Requesting
Reasons for Leaving Your Last Job
Reconsideration of Job Offer Withdrawal
Reference – Warning to HR, Manager, Colleagues
Reference Letter – Memo Requesting
Reference Letter – Requesting/3 Samples
Relocated Employee – Left in Bad Circums
Renewal Notice in Employment Contract – Request
Repayment Obligation – Forgiveness
Request – Legal Review Cost
Resignation – 2 Alternative Letters
Resignation – 100 Point Checklist
Resignation – Entire ULTIMATE PACKAGE
Resignation -Involuntary – Model Letter
Resigning – And Seeking Shorter Garden Leave Period
Resume – Cover Letter
Resume – Cover Letter from “Overqualified” Applicant
Retaliation – All Letters
Retaliation – FMLA – Complaint to HR
Retaliation – Memo Objecting To
Retaliation – Pre-emptive Letter to Board
Retention – Asking for Increase
Retention – Asking Next Employer for Sign-On Bonus Instead
Retention Bonus – Asking for Improvements
Retention Bonus – Request
Retirement, Bridge To
Sale of Employer – 88 Point Checklist
Sales Agent Sample Agreement
Second Severance Request
Severance – Appeal to Plan Administrator
Severance – 94 Point Checklist
Severance – Entire ULTIMATE PACKAGE
Severance – Later Request for More/Reinstatement
Severance – More Time to Review Agmt.
Severance – Pre-Termination Request For
Severance – Request Equity Vest
Severance – Request for Subsidiized COBRA
Severance Request – No Response for 5 Days
Severance – Requesting Additional
“Side Work” – Memo Requesting Consent
Sign On Bonus
Survivor Demotion
Telecommute Request
Unemployment Agency – Explaining Involuntary Resignation
Unempl. Appeal – Model Statement
Unemployment Benefits: 132 Point Master Checklist
Unempl. Benefits: – Employer Cooperation
Unpaid Monies – To Present Employer
Unpaid Monies – To Former Employer
Unpaid Monies – For Notice Time Offered
USERRA Legal Rights
Vacation – Request for Accrued but Unused
Value Proven Letter
Vest Equity – Severance
Violence at Work – Requesting Protection
Whistleblower – IRS Informant Award Forms
Work for Hire – Avoiding Losing Your Rights
Workplace Violence – Requesting Protection
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— Model Letter, Memos & Checklists —
Accommodation to Disability
Accusation – Defense to Hostility/Discrim
Affidavit
After Complaint Filed: Request for Separation and Protection
Agreement – Consultant
Agreement – Exec. Employment
Agreement – Indep. Contractor
Agreement – Mutual Non-Disclose
Agreement – Partnership
Attorney – Employment (Seeking Info)
Authorship – 2 Letters Asking for Rights
Background Check Problem – Explaining Issue
Background Check: Sharing Information Beforehand
Bad Mouthing by Former Emp’er
Benefits – Memo to HR Confirming
Benefits – Request for New, Restored, or Better
Bonus – Memo to Boss on Expectations
Bonus – Memo to Request a Bonus
Bonus – Responding to Disappointment
Bonus – Retention
Bonus – Sign On
Book of Business (“B.O.B.”)
Bridge to Retirement
Bully Boss – Anonymous Complaint
Cease & Desist – Halt Use of Name/Photo
Checklist – 88 Pts.- Employer Merge/Sale
Checklist – 100 Point Pre-Resignation
CLAWBACK
Client Information: Withheld by Former Employer
COBRA Election Notice
COBRA – Notice of Election
COBRA – Subsidized in Severance
Collecting Monies (Former Employer)
Collecting Monies (Present Employer)
Collection Agency – Your Response
Commissions – Plan Changed Retroactively
Commissions – Requesting Flexibility in How New Plan Affects You
Commissions – Requesting Monies Owed by Former Employer
Commissions – Requesting Monies Owed by Present Employer
Commissions – Requesting Monies Owed due to Retroactive Changes
Compensation – Unpaid (Former Emply’er
Complaint – Anonymous – re: Bully Boss
Complaint – Discrim/Harassm’t/Hostility
Complaint – FMLA or FMLA Retaliation
Complaint – Re: Retaliation on the Job
Complaint (Yours): When Investigator Finds “No Basis”
Complaint Filed: Request for Separation and Protection
Compliance Officers – Job Security
Confidentiality Breach – Defending Against Allegation
Conflict of Interest – On the Job
Consultant – Model Agreement
Consultant’s Agreement – 23 Points to Request
Contact Information: Withheld by Former Employer
Cover Letter – for Resume
Creations – 2 Letters Requesting Rights
Demotion (Survivor)
Departure – Last Job – 50 Good Reasons
Departure Reasons – For Leaving Your Last Job
Departure Statement – Memo Requesting
Disability – Requesting Accommodation
Discrimination: After HR “Investigation” Finds None
Discrimination – Age Complaint
Discrimination – Complaint to HR / Legal
Discrimination – Confirm’g HR Meeting
Discrimination – Defending Yourself
Employment – Executive Agreement
Employment Contract – Request for Renewal Provision
Equity – Inventory – Equity and Benefits
Equity – Requesting from Employer
Equity Vest – Severance
Executive Employment Agreement
Exit Interview – Letter to HR; Prior To
Expatriate – 138-Point Guide and Checklist
Expatriate – Left in Untenable Circums
Expatriate – Requesting Info and Protections
Expense – Anonymous Request that All Employees be Ongoing Reimbursed
Expense – Request for Ongoing Reimbursement
FMLA – Compliant to U.S. Dept. of Labor
FMLA – Filing Complaint with HR
FMLA Interference and/or Retaliation: Complaint to US DOL
FMLA – Not Returning Afterward
FMLA – Requesting Info/Forms/ Proced’s
Forgiveness – Repayment Obligation
Garden Leave – Seeking Shortening of Duration
Gifts at Work – Seeking Guidance on Accepting
Gifts at Work – Seeking Guidance on Giving
Gratitude, 50 Expressions of
Guarantee by Parent Company or Investor
Harassment – Complaint to HR / Legal
Harassment – Defending Yourself
Hostility – Complaint to HR / Legal
Hostility – Defending Yourself
HR – Memo Confirming New Job Benefits
HR – Confirm’g Meeting re: Discrim.Complt
HR File – Memo Requesting Review
HR – Memo to HR Prior to Exit Interview
HR Investigation: Memo after “No Discimination Found”
Illness
In the Meantime Clause
Incentive Compensation – Basics
Independent Contractor – Agreement
Information (Contact): Withheld by Former Employer
Information (On Computer): Withheld by Former Employer
Internship – Wanted Cover Letters
Interview – Thank You to Interviewers
Interview – 50 Reasons to Explain Departure
Interview – Do Not Contact Employer Yet
Interview – Exit – Memo to HR Prior To
Interview – Non-Disclos’re Email re:Ideas
Interview Presentations – Protecting Them
Interviews – 163 Point Guide and Checklist
Interviews – 25 Great Excuses to Attend
Inventions, etc. – Protecting Them on New Job
Inventory – Model for Equity and Benefits
Investigation of Your Complaint – How to Push Back
Investigation: When Your Complaint is Found “With No Basis”
Involuntary Resignation – Explaining to Unemployment Agency
Involuntary Resignation – Model Letter
IRS Informants – Model Forms & Package
Job Offer – Memo Confirming Terms
Job Offer Declined by Employee After Accepting
Job Offer Letter – Model Response
Job Offer Withdrawn
Job Offer Withdrawn – Asking for Losses
Job Security – Compliance Officers
Job Security – Merger – 88 Pt. Checklist
Key Man / Key Woman Agreement – for Bringing in New Client
Key Person Clause – While Employed; Bringing in New Client
Left Your Job – 50 Good Reasons
Legal Fee Cost – Request Reimbursement
Maternity – Activities During Leave
Maternity – Not Returning
Maternity – Notice Not Returning after Leave
Maternity – Requesting Pregnancy Accommodations
Maternity Leave – Notice Not Returning After
Maternity Leave/Pregnancy – Master Checklist
Medical Issues
Merger of Employer – 88 Point Checklist
Military Service – USERRA Rights
Misconduct – Abandonment/Neglect of Duties
Misconduct – Absenteeism/Lateness
Misconduct – Dishonesty at Work
Misconduct – Insubordination
Misconduct – Improper Touching
Misconduct – Conflict of Interest
Misconduct – Personal Use Co. Resource
Misconduct – Personal Use Co. Credit Card
Misconduct – Violation of Co. Policy
Misconduct – Use Confidential Information
Misconduct: When Your Complaint is Found “Without Basis”
Model Agreement – Consultant
Model Agreement – Executive Employment
Model Agreement – Indep’nt Contractor
Model Agreement – Mut.Non-Disclosure
Model Agreement – Partnership
Monies Not Paid – to Former Employer
Monies Not Paid – To Present Employer
Name – Letter Demanding Halt to Use
NDA – Formal Agreement
NDA – Simple Email Format
New Job Background Check – Explaining an Issue
New Job Background Check: Sharing Information Prior
New Job – Checklist of Items to Negotiate
New Job – Entire ULTIMATE PACKAGE
New Job Sought – To Friends and Family
Non-Compete, etc. – Did I Sign (for Fmr-Employee)
Non-Compete – Disclose During Hire
Non-Compete – Guide & Checklist
Non-Compete – Prevent Dispute
Non-Compete – Respond to Lawyer Letter
Non-Compete – Ultimate Package
Non-Compete – When Asked to Sign One
Non-Compete – Will Be Required?
Non-Disclosure – Email to Protect Ideas
Non-Disclosure – Agreement to Protect Ideas
Non-Disclosure Breach – Defending Against Allegation
No Response to Severance Request
Non-Solicit, etc. – Did I Sign (for Fmr Employee)
Non-Solicitation Agreement – Response
Offer – Memo Confirming New Job Terms
Offer Letter – Model Response
Offer – Withdrawn – Asking for Losses
Overqualified Job Applicant – Submitting Resume
Overtime – Former Employer
Overtime – Present Employer
Partnership – Model Agreement
Performance Improvement Plan
Performance Improvement Plan – Positive Steps After Successful Pushback
Performance Improvement Plan – 152-Pt. Checklist
Performance Improvement Plan – Respond
Performance Improvem’t Plan – 2nd Response
Performance Review: Before – Making It Best
Performance Review – Rebuttal
Performance Review – Request Forms/Procedures
Performance Review – 142 Pt. Checklist
Personnel File – Memo Requesting Review
Photo – Letter Demanding Halt of Use
PIP – After Successful Pushback; Suggesting Positive Steps
PIP – Entire ULTIMATE PACKAGE
PIP – Positive Steps after Successful Pushback
PIP – Response to Receiving PIP
PIP – Requesting Support Letters
PIP – Second Response to Receiving PIP
Portfolio Materials – Later Use
Post Complaint Filed: Request for Separation and Protection
Pre-employment Background Check – Explaining an Issue
Pre-Employment Background Check: Sharing Info Beforehand
Pre-Existing Creations – Protecting Them
Pregnancy – Giving Your Boss Notice of It
Pregnancy – Notice Not Returning after Leave
Pregnancy Discrimination – Complaint to HR
Pregnancy/Maternity Leave – Master Checklist
Private Equity – Seeking Protections
Protecting Your Book of Business (“B.O.B.”)
Raise – Memo Requesting
Reasons for Leaving Your Last Job
Reconsideration of Job Offer Withdrawal
Reference – Warning to HR, Manager, Colleagues
Reference Letter – Memo Requesting
Reference Letter – Requesting/3 Samples
Relocated Employee – Left in Bad Circums
Renewal Notice in Employment Contract – Request
Repayment Obligation – Forgiveness
Request – Legal Review Cost
Resignation – 2 Alternative Letters
Resignation – 100 Point Checklist
Resignation – Entire ULTIMATE PACKAGE
Resignation -Involuntary – Model Letter
Resigning – And Seeking Shorter Garden Leave Period
Resume – Cover Letter
Resume – Cover Letter from “Overqualified” Applicant
Retaliation – All Letters
Retaliation – FMLA – Complaint to HR
Retaliation – Memo Objecting To
Retaliation – Pre-emptive Letter to Board
Retention – Asking for Increase
Retention – Asking Next Employer for Sign-On Bonus Instead
Retention Bonus – Asking for Improvements
Retention Bonus – Request
Retirement, Bridge To
Sale of Employer – 88 Point Checklist
Sales Agent Sample Agreement
Second Severance Request
Severance – Appeal to Plan Administrator
Severance – 94 Point Checklist
Severance – Entire ULTIMATE PACKAGE
Severance – Later Request for More/Reinstatement
Severance – More Time to Review Agmt.
Severance – Pre-Termination Request For
Severance – Request Equity Vest
Severance – Request for Subsidiized COBRA
Severance Request – No Response for 5 Days
Severance – Requesting Additional
“Side Work” – Memo Requesting Consent
Sign On Bonus
Survivor Demotion
Telecommute Request
Unemployment Agency – Explaining Involuntary Resignation
Unempl. Appeal – Model Statement
Unemployment Benefits: 132 Point Master Checklist
Unempl. Benefits: – Employer Cooperation
Unpaid Monies – To Present Employer
Unpaid Monies – To Former Employer
Unpaid Monies – For Notice Time Offered
USERRA Legal Rights
Vacation – Request for Accrued but Unused
Value Proven Letter
Vest Equity – Severance
Violence at Work – Requesting Protection
Whistleblower – IRS Informant Award Forms
Work for Hire – Avoiding Losing Your Rights
Workplace Violence – Requesting Protection
Updated
Website
Design
for
Convenience
Home
Library
Model Letters
Videos
Speak with Alan
Mentoring
About Us
Share
Menu
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