Performance Improvement Plans

At Small Improvements, we believe in fostering growth and providing employees with the tools and support they need to succeed. A Performance Improvement Plan (PIP) isn’t about punishment – it’s about giving employees a clear path to success when they need a little extra guidance.

In this guide, we’ll show you how to use our platform to create a personalized and constructive PIP that sets your employee up for success.

Let’s imagine that a member of the sales team, Salma, has missed her quota for the past two quarters and just received a “Needs Improvement” rating on a recent performance review. We now need to take steps to monitor and document her progress as we work with her to close the gaps in her performance.

• First, we’ll use objectives to create and track the specific milestones that Salma needs to achieve throughout the plan.

• Next, we’ll use 1:1 meeting templates to provide her manager with some guidance for their weekly check-ins.

• Finally, we’ll use automated feedback requests to more formally document her progress at regular intervals.

We’ll start by creating some clear and specific goals that we need Salma to achieve by the end of the PIP. We can create an objectives cycle exclusively for the employee, even if you already have other objectives cycles running in parallel. Consider enabling the “Key Results” checklist to outline the specific tasks needed to achieve each goal.

As an HR Admin, you can create a 1:1 Meeting template to provide Salma’s manager with some structure for their check-in conversations over the course of the plan.

Finally, automated feedback requests are a great way to document more formal feedback from various stakeholders over the course of the plan.

By leveraging a combination of these key features, you can create a performance improvement plan that ensures your underperforming employee feels supported and motivated to succeed. Remember, a well-implemented performance plan benefits both the employee and the organization, leading to long-term success and growth for everyone involved.