Memo for Attached Performance Improvement Plan - Short

State:
Multi-State
Control #:
US-477EM
Format:
Word
Instant download

Understanding this form

The Memo for Attached Performance Improvement Plan - Short is a document used by department managers to communicate the details of a performance improvement plan to an employee. This memo serves as a follow-up to a performance appraisal, providing a structured approach to assist the employee in enhancing their job performance. Unlike more comprehensive performance evaluation documents, this memo is concise and focused on facilitating discussions about specific improvement areas.

Main sections of this form

  • Name of Employee: Space to enter the employee's name.
  • Name of Supervisor: Space to enter the supervisor's name.
  • Date: A field for entering the date of the memo.
  • Subject: A clear statement regarding the purpose of the memo.
  • Body: A personalized message outlining the purpose of the memo and detailing the attached performance improvement plan.
  • Meeting Date: A space to indicate when the follow-up meeting will occur.

When to use this form

This memo is appropriate for situations where an employee’s performance requires improvement and the supervisor needs to ensure the employee is aware of the expectations moving forward. It should be used after a performance appraisal meeting where deficiencies were identified and a plan has been developed to facilitate improvement.

Who should use this form

  • Department managers or team leaders responsible for employee performance evaluations.
  • Human resources professionals involved in performance management.
  • Supervisors who need to communicate improvement strategies to their team members.

How to complete this form

  • Identify the employee by entering their name in the designated field.
  • Enter your name as the supervisor in the corresponding field.
  • Insert the date on which the memo is being issued.
  • Clearly state the subject as "Performance Improvement Plan."
  • Personalize the body of the memo by addressing the employee and outlining the purpose of the performance improvement plan.
  • Specify the date for the follow-up meeting to discuss the plan further.

Does this document require notarization?

This form does not typically require notarization unless specified by local law.

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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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We protect your documents and personal data by following strict security and privacy standards.

Common mistakes to avoid

  • Failing to personalize the memo for the specific employee.
  • Neglecting to set a follow-up meeting date, which leaves employees uncertain about next steps.
  • Omitting essential details from the performance improvement plan attachment.

Why use this form online

  • Convenience of downloading and using the form immediately.
  • Editability allows customization to fit specific situations.
  • Reliability, knowing the form has been drafted by licensed attorneys.

What to keep in mind

  • The Memo for Attached Performance Improvement Plan - Short is designed for clear communication regarding employee performance issues.
  • It helps structure discussions about performance improvements and sets expectations.
  • Proper completion of the memo fosters accountability and facilitates follow-up discussions.

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FAQ

Achievements. Productivity. Communication skills. Teamwork. Creativity and Innovation. Flexibility and Problem-solving.

State the exact performance that must be improved; be specific and cite examples. State the level of the work performance expectation and that it must be performed on a consistent basis. Identify and specify the support and resources that you will provide to assist the employee to succeed.

Add the employee's name, position, and department. Add the name of the manager or supervisor handling the performance improvement plan. Write a brief introduction. List the employee's performance issues and improvement objectives.

PIPS must be S.M.A.R.T: specific, measurable, achievable, relevant, and time-based. Avoid generalities. In the PIP, clearly state the expectations for the role using its original job description and compare them to the employee's recent performance.

Identify the performance/behavior that needs improving. Provide specific examples for reasoning. Outline expected standard. Identify training and support. Schedule check-ins and review points. Sign and acknowledge.

Identify specific areas that need improvement. Provide specific examples of each type of behavior or poor performance. Identify the reasons behind this underperformance. Allow the employee to express his or her understanding of the issue and of the performance expectations.

Let the employee know your concern. Share what you have observed. Explain how their behavior impacts the team. Tell them the expected behavior. Solicit solutions from the employee on how to fix the situation. Convey the consequences. Agree upon a follow-up date. Express your confidence.

Step 1: Identify if a PIP is needed. Step 2: Focus on behaviors. Step 3: Provide proof with specific examples. Step 4: List your expectations. Step 5: Offer resources. Step 6: Create a timeline. Step 7: Sign off on it.

Step 1: Define your end goal. Step 2: List down the steps to be followed. Step 3: Prioritize tasks and add deadlines. Step 4: Set Milestones. Step 5: Identify the resources needed. Step 6: Visualize your action plan. Step 7: Monitor, evaluate and update.

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Memo for Attached Performance Improvement Plan - Short