Performance improvement plan template pdf 2026

1. Click ‘Get Form’ to open the performance improvement plan template in the editor.
2. Begin by filling in the 'Participants' section. Enter the employee's name, position, and details of the manager/supervisor and senior manager involved.
3. In the 'Review Period' section, specify the performance improvement period dates and select how often reviews will occur (fortnightly or weekly). Document these details clearly.
4. Outline responsibilities for each party in the 'Responsibilities' section. Ensure that both employee and management roles are clearly defined to promote accountability.
5. Address current performance issues in the 'Performance Issue/s Being Addressed' section. Be specific about what needs improvement.
6. In 'Performance Expectations and Assessment', detail what is expected from the employee, including measurable indicators and strategies for achieving these goals.
7. Finally, ensure all parties sign and date at the end of the document to confirm agreement on expectations and responsibilities.

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