Instructionsfordevelopinga Performanceimprovementplan
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] / Notes6-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.