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Improvement plan 2026
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- Click ‘Get Form’ to open the Performance Improvement Plan in the editor.
- Begin by entering the Employee Name and Meeting Date at the top of the form. This establishes a clear context for your improvement plan.
- In the 'What is working well?' section, provide positive feedback that highlights strengths. This sets a constructive tone for the discussion.
- Next, outline Objectives, Expectations, and Areas of Improvement. Clearly define what needs to be achieved and any specific areas where performance can be enhanced.
- Set Due Dates for each objective to ensure accountability and track progress effectively.
- For each objective, mark progress as In Progress, Achieved, or Did not Achieve. This helps visualize performance over time.
- Summarize overall performance in the Summary of Performance section, providing insights into achievements and areas needing attention.
- In Recommendations, suggest actionable steps for improvement. Be specific to empower the employee towards success.
- Finally, ensure both Manager and Employee sign and date the document to formalize agreement on the plan.
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Related links
An improvement plan should include: Specific and measurable objectives that are achievable, relevant and time-bound (otherwise known as SMART goals).Read more
What is Performance Improvement Plan (PIP)?. A PIP is a structured document outlining specific areas for employee improvement. Impact on Performance Management.