Performance Improvement Plan | FREE Download

This is a Performance Improvement Plan template for recording the objectives you have agreed with your staff member following a performance or staff review. There is space to record the objective, when it is due and what success will look like. Try to be as clear as possible about what needs to be done, when it needs to be done by and how. If you can use SMART - specific, measurable, achievable, realistic, timely.

The template is fully editable with Excel and can be converted or changed to suit your project. The contents of the template is shown below.
Performance Improvement Plan - Excel template

The contents of the Performance Improvement Plan

 
Document information
  • Employee name
  • Employee number
  • Department
  • Manager
  • Line manager
  • Senior line manager
Performance Improvement Plan
  • Behaviour, skills and/or knowledge under review
  • Planned activities
  • Who can help? / Responsibility
  • Measures of success
  • Target date (months)
  • Comments on progress / outcome
  • Date
 
Progress
  • Comments on progress / outcome
  • Date
 
Approvals
Signatures and dates for approvals and confirmation if acceptable performance is achieved.
 

Download the template!

Excel download - Performance Improvement Plan (.xls)

Excel download - Performance Improvement Plan (.xlsx)

OpenDocument Spreadsheet download - Performance Improvement Plan (.ods)

Staff Review Form

 

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