Improvement plan 2026

1. Click ‘Get Form’ to open the Performance Improvement Plan in the editor.
2. Begin by entering the Employee Name and Meeting Date at the top of the form. This establishes a clear context for your improvement plan.
3. In the 'What is working well?' section, provide positive feedback that highlights strengths. This sets a constructive tone for the discussion.
4. Next, outline Objectives, Expectations, and Areas of Improvement. Clearly define what needs to be achieved and any specific areas where performance can be enhanced.
5. Set Due Dates for each objective to ensure accountability and track progress effectively.
6. For each objective, mark progress as In Progress, Achieved, or Did not Achieve. This helps visualize performance over time.
7. Summarize overall performance in the Summary of Performance section, providing insights into achievements and areas needing attention.
8. In Recommendations, suggest actionable steps for improvement. Be specific to empower the employee towards success.
9. Finally, ensure both Manager and Employee sign and date the document to formalize agreement on the plan.

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