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The plan sets improvement goals (live chat response targets and ticket-resolution SLA), lists goal activities with dates, specifies resources, and includes monitoring benchmarks and follow-up milestones. A 45-day timeline with expectations and signatures supports accountability and developmental intent.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/performance-improvement-plan-action-plan-template-example-performance-goals-activities-and-monitoring/356021/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/performance-improvement-plan-action-plan-template-example-performance-goals-activities-and-monitoring/356021.png","ImageObject",442,249,{"name":42,"@type":43},"Aria Callaghan","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-13","2026-09-23",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",8,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What information does the template capture about the employee and role?","Question",{"text":63,"@type":64},"It includes employee name, role/title, employee ID, supervisor name, department, and relevant dates.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How are improvement goals defined in the action plan?",{"text":68,"@type":64},"Goals are mapped to specific issues addressed by meetings, with clear targets such as reducing live chat response time and meeting a percentage of ticket resolution SLAs.",{"name":70,"@type":61,"acceptedAnswer":71},"How does the template monitor and evaluate progress?",{"text":72,"@type":64},"It provides progress monitoring with a follow-up schedule and progress benchmarks that specify check dates, methods (e.g., phone, email, meeting), expected progress, and comments.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},356021,1791047304,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":30},962084926284,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Performance Improvement Plan Action Plan Template Example  \n\n| Employee Name | Jason Desjardins | Role / Title | Customer Service Representative | Employee Id | TM-123 |\n| --- | --- | --- | --- | --- | --- |\n| Supervisor | Olivia Carter | Department | Customer Experience | Date | 7/1/2025 |\n\nAreas Of Concern  \nIn what areas has the employee not met expectations?  \nInconsistent response times when handling customer inquiries through live chat and email. Needs improvement in meeting internal SLAs for resolution time.  \nPreviously Addressed Issues  \nProvide details of any previously addressed issues, the context, and the outcome of discussions or training.  \nObservations  \n-Responds professionally, but delays frequently exceed expected response time-Handles escalations well but often waits too long before escalating  \nPrevious Discussions  \n-Weekly 1:1 meetings have addressed time management concerns since April  \n-Discussed prioritizing high-volume times and using message templates to improve efficiency  \nAdditional Training  \n-Time Management Workshop – Scheduled for July 3 -Peer shadowing with top-performing agent – July 8–9  \nImprovement Goals  \nDetail in relation to areas of concern that need to be addressed and improved.  \ngoals  \n\n| Goal \\# | Goal Description | Issue Addressed By Meeting Goal |\n| --- | --- | --- |\n| 1 | Reduce average response time to under 2 minutes on live chat | Delays in customer response |\n| 2 | Meet 95% of weekly ticket resolution SLA | Inconsistent resolution timeline |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n\nExpectations  \nTo demonstrate progress toward improvement goal achievement, the following performance standard expectations must be met.  \n\n| Expectation Description |\n| --- |\n| Consistently use CRM tools to prioritize ticket responses |\n| Monitor the queue during high-traffic times without supervisor reminders |\n| Attend all scheduled training and apply techniques learned in daily tasks |\n|  |\n\nGoal Activities  \nList activities that will aid in achieving the improvement goals set above.  \n\n| Goal \\# | Activity | Start Date | Projected Date Of Completion |\n| --- | --- | --- | --- |\n| 1 | Live chat simulation training | 7/3/2025 | 7/3/2025 |\n| 2 | Daily review of open tickets at 10 AM | 7/2/2025 | Ongoing |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n\nResources  \nList resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.  \n\n| Resource Name | Description Of Resource |\n| --- | --- |\n| Time Management Workshop | 2-hour internal training focused on prioritization and task batching |\n| Peer Mentoring | Assigned peer mentor to shadow for 2 days and share tips |\n|  |  |\n|  |  |\n|  |  |\n\nProgress Monitoring  \nProvide an evaluation schedule to monitor the progress of improvement activities.  \nFollow-Up Schedule  \n\n| Date Scheduled | Activity | Conducted By | Date Completed |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n|  |  |  |  |\n\nProgress Benchmarks  \n\n| Goal \\# | Activity | Date Of Check | Follow-Up Method\u003Cbr>Phone, Email, Mtg. | Expected Progress | Comments |\n| --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n\nTimeline For Improvement, Consequences, And Expectations  \nProvide a summary of any terms placed on the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.  \nThis performance improvement plan will span 45 days beginning July 1, 2025. Jason is expected to actively participate in all activities and show measurable progress toward defined goals. No formal disciplinary action is associated with this plan, and its intent is developmental. Performance will be re-evaluated at each mileston","cbCaiuQgdBugCWWZ","https://ap.wps.com/l/cbCaiuQgdBugCWWZ","pdf",277039,7,"English","# Areas Of Concern\n# Previously Addressed Issues\n# Observations\n# Additional Training\n# Improvement Goals\n# Expectations\n# Goal Activities\n# Resources\n# Progress Monitoring\n## Follow-Up Schedule\n# Progress Benchmarks\n# Timeline For Improvement, Consequences, And Expectations\n# Signatures","[{\"question\":\"What information does the template capture about the employee and role?\",\"answer\":\"It includes employee name, role/title, employee ID, supervisor name, department, and relevant dates.\"},{\"question\":\"How are improvement goals defined in the action plan?\",\"answer\":\"Goals are mapped to specific issues addressed by meetings, with clear targets such as reducing live chat response time and meeting a percentage of ticket resolution SLAs.\"},{\"question\":\"How does the template monitor and evaluate progress?\",\"answer\":\"It provides progress monitoring with a follow-up schedule and progress benchmarks that specify check dates, methods (e.g., phone, email, meeting), expected progress, and comments.\"}]","Performance Improvement Plan Action Plan Template Example - Performance goals, activities, and monitoring | PDF",1790122470]