Staff Performance Improvement Plan Checklist ( HR )

This checklist is designed to guide HR professionals and managers in implementing a performance improvement plan for staff members who are not meeting performance expectations. It ensures a structured approach to address performance issues and support employee development.

• Identify Performance Issues

  Review employee performance data and feedback to clearly identify specific areas where the employee is not meeting expectations.

• Schedule a Meeting with the Employee

  Arrange a private meeting to discuss the identified performance issues and express your concerns in a constructive manner.

• Outline Expectations and Goals

  Clearly communicate the performance expectations and set achievable goals for the employee to work towards.

• Develop an Action Plan

  Collaboratively create a performance improvement action plan that includes tasks, timelines, and resources the employee will need to succeed.

• Provide Ongoing Support and Resources

  Ensure that the employee has access to necessary training, mentoring, or resources to help them improve their performance.

• Conduct Regular Check-ins

  Schedule regular follow-up meetings to discuss progress, address any challenges, and adjust the action plan as needed.

• Evaluate Progress

  After a designated period, evaluate the employee's performance against the established goals to determine if improvement has been made.

• Document the Outcomes

  Record the results of the performance evaluation, and any decisions regarding the employee’s continuation or further action in the organization.