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

Performance Management Plan

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What is a performance management plan?

A performance management plan is a formal document used to address and improve an employee’s work performance when it does not meet required standards.
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When should you use a performance management plan?

You should use a performance management plan when an employee is not meeting role expectations and needs clear guidance and documented steps for improvement.
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What should be in a performance management plan?

A performance management plan should include the purpose, review period, areas for improvement, required actions, expectations, and the outcome of the process.
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Frequently asked questions

How does this document protect my business?

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What are the main limitations of this plan?

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Can this form be used in all Australian states and territories?

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What information do I need before completing the form?

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How often should the plan be reviewed and updated?

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What risks should I be aware of when using this plan?

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What are the next steps after completing the plan?

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View Sample Performance Management Plan

Performance Management Plan
risk level indicator at Medium level

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.

Meet Our Users

Articles about Performance Management Plan

Performance Management Plans: A Business Guide
By Raja Abbas|Dec 2, 2025

Performance Management Plans: A Business Guide

Worried about employee performance and retention? Consider implementing a performance management plan. Check out our detailed guide.

What Is Performance Management?
By Dominic Woolrych|Sep 6, 2015

What Is Performance Management?

Learn what performance management in workplace means and what a performance management policy in workplace should include.

How to Develop an Effective Work Plan
By Vanie Cardinio|Apr 16, 2021

How to Develop an Effective Work Plan

Work plans are essential for any business. In this article, we’ll discuss how to develop an effective work plan for your upcoming project.

Preventing Underperformance in the Workplace
By Laura Worrad|Dec 5, 2025

Preventing Underperformance in the Workplace

Managing underperformance in the workplace can be a difficult task, however there are measures you can take to lower the risk of this happening.

7 Ways You Can Upskill Your Employees
By Mahima Bhindi|Mar 11, 2021

7 Ways You Can Upskill Your Employees

All companies should be constantly looking at ways to improve their employees skills. Find out ways in which you can upskill your employees here.

Telstra goes SOS only.
By Anthony Guerrieri|Feb 10, 2016

Telstra goes SOS only.

Read about the Telstra outage, and why it occurred.

How to Build a High Performance Workplace
By Georgina Scott|Oct 8, 2020

How to Build a High Performance Workplace

High performance workplaces are a popular buzz term. But what does this actually mean? And how can you implement this into your business?

How Often Should Employees Have Performance Reviews?
By Laura Worrad|May 22, 2024

How Often Should Employees Have Performance Reviews?

Performance reviews are a popular method of measuring and evaluating an employees' capability. So how often should you conduct performance reviews?

9 Ways to Tackle Post-Lunch Procrastination
By Jackie Olling|Aug 13, 2019

9 Ways to Tackle Post-Lunch Procrastination

The post-lunch slump can seem like an inevitable struggle for many employees, but there are ways you can overcome procrastination. Find out how here.

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