Free First Warning Letter for Performance Template
First Warning Letter for Performance
[Your Company Name]
[Your Company Email]
[Your Company Address]
July 15, 2060
Grate Tate
Sales Executive
123 Bliss Road, Apt 11,
Joyful Junction, FL 56789
Dear Ms. Tate,
Subject: First Warning – Performance Improvement Required
I am writing to formally address concerns regarding your recent performance in your role as Sales Executive at Tech Innovations Inc. We value the contributions of every team member, and it is our goal to help employees succeed. However, after a review of your performance, several areas have been identified where expectations are not being met.
Performance Issues
During the past three months (April to June 2060), the following performance issues have been noted:
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Failure to Meet Sales Targets: Your sales for Q2 2060 were 30% below the expected target of $500,000, with actual sales totaling $350,000.
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Lack of Follow-up with Clients: Several clients have reported delays in receiving follow-up communications regarding their inquiries, which has negatively impacted our client relationships.
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Incomplete Reports: The sales reports submitted for May and June 2060 contained incomplete data, resulting in errors that affected decision-making at the management level.
Performance Expectations
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Meet or Exceed Sales Targets: Increase sales performance to meet the quarterly target of $500,000 for Q3 2060.
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Improve Client Communication: Respond to all client inquiries within 48 hours and provide follow-up communication within the agreed timeline.
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Submit Accurate Reports: Ensure all sales reports are complete and accurate, with no missing data, by the 5th of each month.
Support and Resources
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Sales Training: You will be enrolled in a two-week sales training program starting on July 20, 2060, to enhance your skills and strategies.
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Weekly Check-ins: You will have weekly meetings with your direct supervisor, Sarah Williams, every Monday to discuss your progress and address any challenges you may face.
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Mentorship: You will be paired with a senior sales mentor, John Stevens, who will guide you and offer advice to help improve your performance.
Consequences of Continued Underperformance
Please be advised that failure to demonstrate immediate and consistent improvement by August 15, 2060, may lead to further disciplinary action, up to and including termination of employment.
Next Steps
We will review your performance on August 16, 2060, at which point we will assess your progress. During this time, please feel free to reach out if you need clarification or assistance in meeting the outlined expectations.
Acknowledgment
Please sign and return a copy of this letter to acknowledge receipt and understanding of its contents.
Sincerely,
[Your Name]
HR Manager
Acknowledgment of Receipt
I, Grate Tate, have received and reviewed this First Warning Letter for Performance. I understand the performance issues outlined, the expectations for improvement, and the potential consequences if improvement is not achieved.
July 15, 2060