Performance Improvement Plan Form

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Performance Improvement Plan Form

+ Accompanying Instructions for Managers  

What is a Performance Improvement Plan Form?

When an employee’s performance does not meet expectations, we believe they deserve clear communication and an opportunity to turn the situation around. 

Once this Performance Improvement Plan Form has been modified for your company, it will be used by HR and Managers with direct reports to communicate expectations, document an action plan, and track progress helps facilitate what is likely to be a difficult conversation between a manager and employee.  By putting expectations in writing and measuring progress against observable goals, the conversation focuses on clear, objective outcomes versus vague feelings and emotions.

Why use it

You'll use a Performance Improvement Plan Form:

• To ensure that problems with performance challenges are addressed and not ignored
• To document expectations and a clear plan for both the employee and manager
• To provide as evidence to support a decision to terminate employment, should that become necessary.

What you risk by not using it

If you're not using a Performance Improvement Plan Form:

• Employees not meeting expectations don't know that they aren't
• Miscommunication between manager and employee – the manager thinks she's communicated expectations clearly but the employee hasn't picked up on her 'hints'
• A decision to terminate employment has no evidence to support it should the action be challenged in court
• High severance costs to terminate a chronically under-performing employee

This template is brought to you by the HR Toolkit for Small Business. 

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