This checklist is designed to guide managers through the process of creating and implementing a performance improvement plan for employees who are not meeting performance expectations. It ensures all necessary steps are followed for a fair and effective improvement process.
Review the employee's performance metrics and feedback to clearly identify the specific areas where performance is lacking.
Gather and document specific examples of performance issues, including dates, instances, and any prior feedback given.
Arrange a private meeting with the employee to discuss the performance concerns in a constructive manner.
During the meeting, address the identified performance issues and provide the documented evidence to the employee.
Define clear, measurable goals and expectations for the employee moving forward, ensuring they understand what is required to improve.
Collaboratively develop a performance improvement plan that outlines specific actions the employee can take to improve their performance.
Establish a timeline for regular check-ins to discuss the employee's progress and make any necessary adjustments to the plan.
Formalize the performance improvement plan in writing and provide a copy to the employee to ensure mutual understanding and accountability.
Regularly monitor the employee's performance against the improvement plan and provide ongoing feedback during the review timeline.
At the end of the review period, evaluate whether the employee has met the performance improvement goals and decide on the next steps.