Preparing a Performance Improvement Plan

Instructions for Managers

You have determined that an official discussion between you and your employee
regarding improvement in work performance or behavior is necessary. As the About emPerform
manager, you should set a meeting with the employee to get the process started
emPerform delivers easy-to-use,
and run through the following stages ensuring full documentation is kept. affordable, and flexible software for
automating & streamlining vital
Step 1: Meet with the employee to describe the behavior or performance issue. performance management efforts,
 Indicate expected behavior and work on solutions to correct issues. including appraisals, performance
 Discuss resources and assistance that will be made available to help. improvement plans, development
 Outline future consequences of failing to correct the behavior. tracking, goal management, ongoing
 Review the timeframe for improvement and any planned meetings. feedback, 360° reviews, succession
planning, compensation management

Step 2: Ask the employee to acknowledge the plan. and surveys.

 Provide a copy of the performance improvement plan to the employee.

 Ask the employee to acknowledge receipt.
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 Provide HR with a copy of the plan (if applicable).
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Step 3: Observe and document any changes in behavior.

 Keep proper documentation of any behaviors or changes/improvements.
 Outline the key points of any progress meetings with the employee.
 Meet with the employee regularly to review progress.

Step 4: Summarize and proceed

 After the allotted timeframe has passed, review progress and decide the next course of action.

Do's: Be prepared, objective, consistent, specific, and factual. Stay calm. Suggest solutions to the issue at
hand. Give the employee a chance to respond. Remember this may be used for legal purposes later on. Make
sure the employee understands the issue and consequences.

Don'ts: Wait, always address issues as soon as possible. Attack the employee's character or personality.
Speak in generalities. Include your opinion or emotional feedback. Leave it open ended or leave room for
interpretation.

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 PERFORMANCE IMPROVEMENT PLAN

Steps 1 & 2
Employee Details:

Employee Name: Enter text Employee Position: Enter text

Manager Name: Enter text Date: Click here to enter a date.

Describe the Performance or Behavioral Issue(s) Below

Select all that apply: Excessive Absence ☐ Excessive Tardiness ☐ Work Quality ☐
Customer Service ☐ Productivity ☐ Inappropriate Behavior ☐
Policy/Procedure Violation ☐ Other (specify) ☐ Enter text

Describe the issues in Enter text

detail providing
examples and dates
when possible.

Future Expectations Enter text

(Summarize the
performance or
behavior improvement
expected in the future):

Follow up dates Enter text

(Summarize any
expected follow up):

I acknowledge that the above-mentioned items have been reviewed with the employee.

Manager Name (Printed) Signature Date

I acknowledge that the above-mentioned items have been reviewed with my manager.

Employee Name (Printed) Signature Date

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 PERFORMANCE IMPROVEMENT PLAN

Step 3

Document any and all check-in or progress meetings and behaviors. It is recommended that managers meet informally
throughout the process and formally every 30-60-90 days to review progress.

30-60-90 Day Meeting Notes

Date Discussion Points

30
Enter date Enter text

Date Discussion Points

60
Enter date Enter text

Date Discussion Points

90
Enter date Enter text

Observations/Check-Ins/Notes:

Date Discussion Points/Observations Action-Items or Follow

Up
Enter date Enter text Enter text

Enter date Enter text Enter text

Enter date Enter text Enter text

Enter date Enter text Enter text

Enter date Enter text Enter text

Enter date Enter text Enter text

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 PERFORMANCE IMPROVEMENT PLAN

Step 4
Describe all progress made and recommend the next steps to be taken.

Manager Summary & Enter text

Recommendation

Automate Your Company’s Performance

Improvement Plans with emPerform

Help managers effectively develop and document performance with emPerform’s automated and intuitive performance
management software suite.

 Record performance issues and outline expectations and follow-ups

 Collect eSignatures at every stage
 Automatically trigger reminders and meeting invites
 Archive employee performance history in one, easy to access location

Get started with emPerform.

Book your demo at employee-performance.com/demo

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