Performance Management Plan

This Performance Management Plan can be used to communicate and measure the performance of an employee who is not currently meeting the expectations of their role. This form also helps management understand the key areas to communicate and record in the performance management process.

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Last updated January 28, 2025

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Suitable for Australia

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Frequently asked questions

Use this Performance Management Plan if:

  • you would like to communicate the purpose of a Performance Management Plan;
  • you need to communicate areas of improvement to an employee;
  • an employee is not meeting the expectations of their role and needs further guidance on these;
  • you want a written record of the actions an employee needs to take to satisfactorily perform their role; or
  • a written record of the performance management process is needed.

What does this form cover?

  • Purpose of the Performance Management Plan;
  • Employee and review period details;
  • Areas of improvement identified, and the actions needed to improve;
  • Key expectations of the employee’s role; and
  • The outcome of the Performance Management Plan.

Further information:

View Sample Performance Management Plan

The Legal Risk Score of a Performance Management Plan Template is Medium

Our legal team have marked this document as medium risk considering:

  • There is a risk that the performance expectations might not be clearly defined or communicated, leading to misunderstandings between the employee and supervisor about the objectives of the Performance Improvement Plan.
  • If a process is not adhered to properly, it could lead to a risk of unfair dismissal.
  • The plan outlines potential disciplinary actions including termination but does not specify the criteria or process for these actions, which might lead to perceived unfairness or arbitrary decisions.

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