Timeline for improvement, consequences, and expectations

Performance improvement and development plan

EMPLOYEE NAME		ROLE / TITLE	E.g., Sales representative	EMPLOYEE ID
SUPERVISOR		DEPARTMENT		DATE

Individual/team purpose, roles, and responsibilities

Provide specific team purpose, roles and responsibilities.

IMPROVEMENT GOALS

GOAL #	GOAL DESCRIPTION	ISSUE ADDRESSED BY MEETING GOAL
1	Improvements in interpersonal skills
2	Be proficient in operating CRM systems

EXPECTATIONS

GOAL ACTIVITIES

GOAL #	ACTIVITY	START DATE	PROJECTED DATE OF COMPLETION
1	Formal coaching in interpersonal skills
2	Training session on procedures to operate CRM system

RESOURCES

List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.

PROGRESS MONITORING

FOLLOW-UP SCHEDULE

DATE SCHEDULED	ACTIVITY	CONDUCTED BY	DATE COMPLETED
E.g., 22 Feb 2021	w	E.g., Michelle	E.g., 23 Feb 2021
	45-Day Review
	60-Day Review
	90-Day Review

PROGRESS BENCHMARKS

TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS

SUPERVISOR NAME	SUPERVISOR SIGNATURE	DATE