InstructionsforDevelopinga PerformanceImprovementPlan

A PerformanceImprovementPlan(PIP)mayormaynot takethe placeofverbal orwritten disciplinaryactionandmayormay not beusedtosupplement a verbal orwritten correctiveaction,asappropriate.

CompletingPIPForm

1.ThesupervisorwillcompletesectionsI-IV ofthePIPform.

2.ThesupervisorwillreviewthePIPwiththedepartmentmanagerandan HR representative.AnyagreeduponrecommendationswillbeincorporatedintothePIP.

MeetingwithEmployee

3.Thesupervisorwillmeet withtheemployeeina confidentialsetting and carefullyreviewallsectionsofthePIP. Thesupervisor willseekandconsidertheemployee’sinputto modifytheimprovementplan and availableresourcesections (sectionsIIIandIV)as appropriate. Thesupervisor andemployeewillestablishreasonable,mutuallyagreedupontimelines forimprovedperformance oneachexpectation.Thesupervisorwillincorporateagreeduponchangesto thePIP.

4.Thesupervisorwillprovidetheirownand obtaintheemployee’sinitial signature anddate.Seeexplanation on SectionVII oftheform.

PIPFollowUpMeetings

5.Thesupervisorwillensurethat therearefollowupmeetings scheduledduring the60-dayevaluationperiod(minimum ofone,maximumofsix,basedonthecomplexityofthePIP).Thenumberofanddatesforfollowup meetings willbeincluded in sectionVI.Thesupervisor is responsibleforensuringfollowthroughonthesemeetings.

6.If thesupervisorbelievesthePIP was unsuccessfullycompleted(or isunsureabouttheoutcome)afterthe60-dayevaluationperiod,theywillconsult with HR to make afinal decisionandtodeterminenext steps.

7.If thesupervisordeems the PIPsuccessfullycompletedafterthe 60-dayevaluationphase,thesupervisorwillschedule a6monthand12-monthpost-PIP reviewtoensure continuedsatisfactoryperformance.

ClosingthePIP

8.Thesupervisorwillmake a determination asto whetherthePIPwas un/satisfactorycompleted andcompletesectionIXoftheform.Thedeterminationthata PIPwas completedunsatisfactorilyshouldbemadeinconsultationwith HR.

9.Thesupervisorwillprovidetheir ownand obtaintheemployee’sfinal signature anddateonSectionX oftheform,indicating awarenessthat a finaldecisionhas beenmade inconsultationwith HRaboutwhetherthePIPwas completedsuccessfully.

10.UponcompletionofthePIP, theoriginal willbeplaced intheemployee’s personnelfileforfiveyears.

UniversityofOregonPerformanceImprovementPlan

EmployeeName:

SupervisorName:

Meeting Date:

Department:

I.AreasofConcernCoveredbythis PIP:(checkallthatapply)

[ ] Productivity / [ ] Efficiency / [ ]Other(define):
[ ] Teamwork / [ ] Quality
[ ] Attendance / [ ] Conduct
[ ] InterpersonalInteractions / [ ] Supervision

II.SpecificAreasofConcern:

[List specificexamplesof currentperformanceconcernsand theirimpactsonothers.]

III.ImprovementPlan:

[Includespecificperformanceexpectationsand goals,including thestepstheemployeeneeds to take tocorrectperformanceconcerns.Thisshould includerelevanttimeframes]

IV.Available Resources(asappropriate):

[Includeresourcesavailabletosupport theemployeein completingPIPactivities. Includeanyrequiredtrainings andthedeadlinesforcompletion.]

V.Timeline,ExpectationsConsequences:

This60-dayPIPis effectiveimmediately.During thisperiodof time,you areexpected to makeregularprogressontheplanoutlinedabove. Ifyou havequestionsor concernsabout thePIP,youare expectedtoletmeknowassoon aspossibleviaemailorphoneor in person. It is importantyou understand thatif your[performance/behavior] doesnotimproveor isrepeated,or futureviolationsofpoliciesor rulesoccur, furtherdisciplinaryprocessesand sanctionsmaybepursuedup toandincluding termination.

Pleaseplanto meet asoutlined in thefollowup schedule. Itisthe responsibilityof thesupervisortoensurethesemeetingsarescheduled.

VI.FollowUpSchedule:

FollowUpDate / ConductedBy[Supervisor] / Progress* / Notes
#1
#2
#3
#4
#5
#6

*Progress:Good–AllrequirementsmettodatewithgoodqualityFair–Somerequirementsmetand/or fairquality

Poor–Fewrequirementsmetand/orpoorquality

AdditionalNotes:

VII.InitialSignatures:

The employee’ssignatureindicatesan understanding of thecontentsofthisPIPand a willingnesstoengage ina good faithefforttosuccessfullycompletethe PIP.

PrintEmployeeName:

EmployeeSignature:

Date:

The supervisor’ssignatureindicates awillingnessto engage ina good faithefforttoappropriatelysupport theemployee in successfullycompleting thisPIP.

PrintSupervisorName:

SupervisorSignature:

Date:

VIII.PostPIPFollowup

FollowUpDate / ConductedBy[Supervisor] / Notes
6-months
12-months

AdditionalNotes:

IX. / PIPClosed
[ ] Successfully / Date:
[ ] Unsuccessfully / Date:

Please notethatupon successfulcompletion of the 60-dayevaluation period,there willbea 6monthand 12 month followupmeeting toensure sustained improvement.It isonlyafterthesefinaltwofollowupmeetingsthatthe PIPwillofficiallycompleted. Itistheresponsibility of the supervisortoensure these meetingsarescheduled.

APIPisnotintendedtobe anemploymentcontractnorguaranteeofcontinuingemployment.

X.FinalSignatures:

The employee’ssignatureindicatesthattheyareaware oftheirsupervisor’sdetermination aboutwhetheror notthePIPwascompletedsuccessfully.

PrintEmployeeName:

EmployeeSignature:

Date:

The supervisor’ssignatureindicatesthattheyhave,withappropriateconsultation with HumanResources,made a determination aboutwhetheror notthePIPwascompleted successfully.

PrintSupervisorName:

SupervisorSignature:

Date:

Anemployeemayattachtheirowninputtorebut,correct,amplify,or explainanycontent inthisPIP.Though thisinputwill beconsidered,the decisionaboutwhetheraPIPhasbeen successfullycompletedis madeby the supervisorin consultationwith Human Resources.