COACHING /IMPROVEMENT PLAN FOR EMPLOYEES

Step 1: Plan
Use the template to prepare a performance improvement plan for your employee.

Begin by clearly identifying the specific area or areas in which the employee needs to improve their performance.

Step 2: Meet with your employee to discuss performance (Improvement plan)

1.Organise a suitable time and place for the coaching session ensure that the environment is a safe space for open and honest communication.

2.In the meeting state the purpose/objective of the coaching session

3.Explain what your employee needs to do to improve their performance. (Focus on the facts)

4.Allow the team member to have a say in how they feel they have been performing and what concerns or issues they may be facing which may be the root
cause of their underperformance.

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5.Work on a solution but ensure to keep expectations clear. Let them know what support you will provide to assist them. (e.g., training). Also explain to them
what their responsibilities are and what your responsibilities are.

6.Give your employee a reasonable time to improve their performance and set a date or dates for further review.

7.Finally, explain what will happen if your employee’s performance doesn’t improve.

8.Both you and your employee should sign and keep a copy of the plan.

Step 3: Monitor your employee

Monitor your employee’s performance while the plan is in place. Regularly check-in with your employee over that period to discuss their progress.

Step 4: Review
Meet at the times set out in the plan to review your employee’s performance. Before these meetings, both you and your employee should assess their
performance. After these meetings, you should update the plan to make sure it stays current (e.g., to explain what your employee still needs to improve, and
any further support that you’ll provide).

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COACHING AND IMPROVEMENT PLAN

DETAILS

EMPLOYEE NAME:

EMPLOYEE POSITION:

MANAGER/COACH:

MANAGER/COACH POSITION:

DATE OF COACHING AND

TRAINING/IMPROVEMENT PLAN:

PERIOD OF PLAN

REVIEW DATE

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Identified
gap/performance Success
problems. Development measure
Who will be Remarks and
List the skills, Action/activity to Date and time of opportunities/Resources responsible/or follow up.
behaviours, duties, rectify training What training, resources or refer as
or actions that need appropriate (Evaluation)
support are needed to improve?
to be improved.
Be specific

1.

2.

3.

4.

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Identified
gap/performance Success
problems. Development measure
Who will be Remarks and
List the skills, Action/activity to Date and time of opportunities/Resources responsible/or follow up.
behaviours, duties, rectify training What training, resources or refer as
or actions that need appropriate (Evaluation)
support are needed to improve?
to be improved.
Be specific

5.

MANGER SIGNATURE: EMPLOYEE SIGNATURE:

MANAGER NAME: EMPLOYEE NAME:

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