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.
5.0 (1 reviews)
Last updated January 28, 2025
Under 5 minutes
Suitable for Australia
Written by
Edwin Montoya Zorrilla
Reviewed by
Damin Murdock
Document Overview
This form can be used by a supervisor to identify areas of improvement by an employee and the required action items for them to reach the desired standard. It can also be used to record any comments or circumstances that may be having an impact on the employee’s role or performance.
Using this form also ensures that your company is better protected in the event of an employee dispute about the validity of the performance management process.
The Legal Risk Score of a Performance Management Plan Template
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.
Performance Management Plan Checklist
Complete your free Performance Management Plan with our checklist
Review and Update Regularly
Ensure that the plan is reviewed and updated regularly to remain relevant to the employee's work.
Monitor and Document Performance
Supervisors should consistently monitor and document employee performance according to the plan.
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:
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