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
manager, you should set a meeting with the employee to get the process started
and run through the following stages ensuring full documentation is kept.
Step 1: Meet with the employee to describe the behavior or performance issue.
 Indicate expected behavior and work on solutions to correct issues.
 Discuss resources and assistance that will be made available to help.
 Outline future consequences of failing to correct the behavior.
 Review the timeframe for improvement and any planned meetings.
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Step 2: Ask the employee to acknowledge the plan.
 Provide a copy of the performance improvement plan to the employee.
 Ask the employee to acknowledge receipt.
 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
Step 1 & 2
Employee Details:
Employee Name:
Manager Name:
Enter text
Employee Position:
Enter text
Enter text
Date:
Click here to enter a date.
Describe the Performance or Behavioral Issue(s) Below
Excessive Absence
☐
Excessive Tardiness
☐
Work Quality
☐
Customer Service
☐
Productivity
☐
Inappropriate Behavior
☐
Policy/Procedure Violation
☐
Other (specify)
☐
Select all that apply:
Describe the issues in
detail providing examples
and dates when possible.
Enter text
Future Expectations
(Summarize the
performance or behavior
improvement expected in
the future):
Enter text
Follow up dates
(Summarize any expected
follow up):
Enter text
Enter text
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
30
60
90
Date
Enter date
Discussion Points
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Date
Discussion Points
Enter date
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Date
Enter date
Discussion Points
Enter text
Observations/Check-Ins/Notes:
Date
Discussion Points/Observations
Action-Items or Follow Up
Enter date
Enter text
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Enter date
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Enter date
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Enter date
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PERFORMANCE IMPROVEMENT PLAN
Step 4
Describe all progress made and recommend the next steps to be taken.
Manager Summary &
Recommendation
Enter text
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
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
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
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
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