Action Plan

It is recommended that management use an Action Plan when they need an employee to improve his/her performance/behavior/attendance (Please discuss all issues with your HR Consultant or HR Liaison before continuing).

The Action Plan is critical in correcting performance discrepancies and is a tool to monitor and measure areas in which the employee is deficient in an effort to assist the employee in meeting expectations. The Action Plan template below should be utilized as a guide in the development of an Action Plan for employees.

The Action Plan should include the following:

Expectations

Define the expectations with respect to the area in which the employee is having the problem. Ultimately, what is the expectation? (Ensure the standards are reasonable, attainable, and that a timeframe is listed)

Proposed Action Plan

Have the employee think about what actions he/she can take to positively address the issues. In this section of the plan, the supervisor and employee should discuss possible steps and timeframes. The manager should then note expectations in this section and the employee should identify what actions they will take to meet the expectations.

Additional training should be noted here.

Approval of Action Plan

Changes to the Action Plan will be noted in this section and both parties will sign off on their agreement to the plan.

Additional resources that the manager is willing and able to provide will be noted in this section.

If training is part of the Action Plan, consider noting any additional time needed to reach performance goals after completing the training.

Consider whether the steps noted are reasonable and can be accomplished. Periodic review dates should be scheduled to discuss the employee’s progress. In the event of an unforeseen circumstance, e.g. a training class is not available, the timeframe for attaining the standard may be changed by the manager.

We recommend using the “Universal Discussion Planner” which is on the following site to prepare for this discussion: http://hr.unm.edu/docs/secure/universal-discussion-planner.pdf

Action Plan

Date: Click here to enter a date.

Employee Name:	Supervisor Name:

As we discussed on Click here to enter a date., your has not been acceptable. You will be expected to improve your by Click here to enter a date. and will be expected to maintain acceptable levels thereafter. Specifically, you must:

ACTION	COMPLETION DATE
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Click or tap to enter a date.
Click or tap to enter a date.
Click or tap to enter a date.
Click or tap to enter a date.

In addition to the action items noted above, I,	, will take the following action(s) to address my performance (include dates):

ACTION	COMPLETION DATE
Click or tap to enter a date.
Click or tap to enter a date.
Click or tap to enter a date.

Upon the completion of the time period stated above, I will provide you with my assessment of your performance. If your performance is not at an acceptable level at this time or there are other issues, further disciplinary action, up to and including discharge may occur.

Employee Signature	Date

Supervisor Signature	Date

Assessment of Action Plan

Please note assessment and items discussed in the follow-up meeting. Identify next steps if applicable.

Employee Signature	Date

Supervisor Signature	Date