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Action Plan For Performance Appraisal
"I need an Action Plan For Performance Appraisal for a sales team member who hasn't met their targets for two consecutive quarters, focusing on improving customer relationship management and sales closure rates, with monthly review meetings scheduled from January 2025 to June 2025."
1. Employee Information: Details of the employee including name, position, department, employee ID, and duration of employment
2. Purpose and Objectives: Clear statement of the action plan's purpose and intended outcomes
3. Performance Areas for Improvement: Specific identification of performance areas requiring enhancement
4. Performance Goals and Targets: Clearly defined, measurable performance objectives and expected standards
5. Action Steps and Timeline: Detailed steps to be taken by the employee with specific deadlines
6. Support and Resources: Resources, training, or assistance to be provided to the employee
7. Monitoring and Review Process: Schedule and method of progress monitoring and feedback sessions
8. Success Metrics: Specific indicators that will be used to measure improvement
9. Consequences and Outcomes: Clear statement of implications of meeting or not meeting the performance goals
1. Training and Development Plan: Detailed training program if specific skill development is required
2. Mentoring Arrangements: Details of any mentoring support to be provided, used when additional guidance is needed
3. Employee Acknowledgment: Section for employee to acknowledge and comment on the plan, recommended for documentation purposes
4. Union Representative Input: Include when employee is under union coverage and requests representation
5. Previous Performance History: Summary of past performance issues and improvement attempts, used for recurring issues
6. Medical Accommodations: Include when performance issues are related to health conditions requiring workplace adjustments
1. Schedule A: Performance Metrics Template: Detailed template for tracking specific performance metrics and improvements
2. Schedule B: Progress Review Form: Standard form for documenting regular progress review meetings
3. Schedule C: Resource and Training Schedule: Timeline and details of training and resources to be provided
4. Appendix 1: Company Performance Standards: Reference document outlining standard performance expectations for the role
5. Appendix 2: Relevant Company Policies: Copies of performance management and related HR policies
6. Appendix 3: Support Services Directory: List of available support services including EAP, training resources, and HR contacts
Authors
Performance Standards
Key Performance Indicators
Review Period
Performance Metrics
Development Goals
Improvement Timeline
Success Criteria
Progress Review
Performance Coach
Competency Framework
Development Activities
Performance Gap
Target Achievement Level
Performance Rating
Evaluation Methods
Monitoring Period
Feedback Session
Support Resources
Corrective Actions
Company Policies
Department Head
Line Manager
Employee
Performance Documentation
Training Plan
Mentoring Support
Review Date
Implementation Date
Completion Date
Measurement Criteria
Timeline
Review Process
Support and Resources
Confidentiality
Documentation Requirements
Feedback Mechanisms
Training Requirements
Progress Monitoring
Data Protection
Employee Rights
Employer Obligations
Grievance Procedure
Amendment Process
Review Meetings
Success Metrics
Consequences
Appeal Process
Records Retention
Communication Protocol
Compliance Requirements
Support Services
Implementation Process
Banking and Financial Services
Manufacturing
Technology
Healthcare
Education
Retail
Professional Services
Public Sector
Telecommunications
Construction
Hospitality
Energy and Utilities
Transportation and Logistics
Human Resources
Learning & Development
Performance Management
Employee Relations
Talent Management
Operations Management
Legal
Compliance
Industrial Relations
HR Manager
HR Director
Performance Management Specialist
Learning and Development Manager
Department Manager
Team Leader
Supervisor
Division Head
HR Business Partner
Employee Relations Manager
Talent Development Manager
Human Capital Manager
HR Operations Manager
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