Employee Action Plan Template
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Employee Action Plan


Employee Information

Field

Details

Employee

Johann Harvey

Position

Sales Representative

Department

Sales

Supervisor

[YOUR NAME]

Date of Action Plan

May 8, 2050


Current Performance Assessment

For the past two quarters, the employee's performance in meeting sales targets has been below expectations. Despite receiving initial training and support, there have been consistent issues with meeting sales quotas, maintaining customer satisfaction levels, and adhering to company sales procedures.


Goals and Objectives

Performance Goals

Deadline

Increase monthly sales by 15%

June 28, 2050

Improve customer satisfaction ratings

June 15, 2050

Consistently follow sales procedures

June 28, 2050


Action Steps

  • Sales Training: The employee will attend a refresher sales training course to enhance selling skills and product knowledge.

  • Sales Coaching: The supervisor will conduct regular coaching sessions to provide feedback and guidance on sales techniques.

  • Customer Service Training: The employee will undergo training to improve customer interactions and enhance satisfaction.


Timeline

Action Step

Deadline

Sales Training

May 30, 2050

Sales Coaching

May 15, 2050

Customer Service Training

May 25, 2050


Resources and Support

  • Training Resources: Access to the company’s Learning Management System (LMS) for sales and customer service modules.

  • Supervisor Support: Weekly coaching sessions focusing on real-time performance improvements.

  • HR Training Support: Participation in a customer service workshop facilitated by a certified HR trainer.


Measurement and Evaluation

  • Monthly sales reports will be reviewed to track progress toward sales targets.

  • Customer satisfaction surveys will be conducted quarterly to assess improvements in satisfaction ratings.

  • The supervisor will conduct monthly performance reviews to evaluate adherence to sales procedures and overall improvement.


Consequences of Inaction

If performance does not improve within the specified timeframe, further disciplinary action, including probation or termination of employment, may be necessary.


Employee Acknowledgment

I have reviewed and agreed to this Employee Action Plan. I understand the objectives and commit to the outlined steps for improvement.

Employee Signature: _________________________
Date: _________________________

Supervisor Signature: _________________________
Date: _________________________


Note: This Employee Action Plan is a confidential document intended for the employee and their supervisor. It should be reviewed regularly and updated as needed to ensure that the employee's performance goals are being met.

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