Free KPI Employee Improvement Action Plan Template
KPI Employee Improvement Action Plan
Employee Name: Allene Tillman
Job Title: Sales Executive
Department: Sales
Manager/Supervisor: [Your Name]
HR Representative: Maxwell Mante
Date of Issuance: January 8, 2055
Review Date: March 8, 2055
1. Purpose of the Plan
The purpose of this KPI Employee Improvement Action Plan is to address areas where the employee’s performance has not met the expected standards, as defined by key performance indicators (KPIs). The aim is to provide targeted steps to improve job performance, customer engagement, and adherence to deadlines, aligning with the company’s overall objectives.
2. Identified KPIs for Improvement
The following KPIs have been identified for improvement:
KPI 1: Sales Target Achievement
Current Performance: 75% of monthly sales target
Expected Target: Achieve 100% of monthly sales target
Improvement Action:
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Increase outbound calls to prospective clients
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Focus on closing sales during the first follow-up
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Utilize CRM tools to track follow-ups and potential leads
KPI 2: Customer Satisfaction Score
Current Performance: 82% satisfaction rate
Expected Target: Achieve a 90% or higher satisfaction score
Improvement Action:
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Conduct follow-up calls to ensure customers are satisfied with the service
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Resolve any complaints within 24 hours
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Collect and act on customer feedback to improve service quality
KPI 3: Project Completion Timeliness
Current Performance: Average delay of 2 days on sales order processing
Expected Target: Complete 95% of orders on time
Improvement Action:
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Prioritize sales orders based on urgency and client importance
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Set daily internal deadlines for order processing
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Work with the logistics team to streamline the process and reduce delays
3. Action Steps and Timeline
Action Steps
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Step 1: Increase outreach efforts by contacting at least 30 new leads per week.
Due Date: January 15, 2055
Responsible Party: Allene Tillman
Support Provided: Training on CRM tool features and lead management -
Step 2: Implement a follow-up process within 24 hours for every customer interaction to improve customer satisfaction.
Due Date: January 12, 2055
Responsible Party: Allene Tillman
Support Provided: Regular feedback from the manager on customer interactions -
Step 3: Meet with the logistics team weekly to discuss bottlenecks in order processing.
Due Date: Weekly meetings starting January 10, 2055
Responsible Party: [Your Name] & Allene Tillman
Support Provided: Coordination with the logistics team and performance tracking
4. Resources and Support
The following resources and support will be provided to ensure the employee’s success in meeting the performance goals:
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Training: CRM tool training session scheduled for January 10, 2055
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Mentorship: Weekly check-ins with [Your Name] to review progress and discuss challenges
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Tools: Access to the enhanced CRM platform for lead tracking and follow-up automation
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Feedback: Real-time feedback during weekly team meetings to ensure alignment with targets
5. Progress Monitoring and Evaluation
Progress on the action plan will be monitored on an ongoing basis. The following evaluation points are scheduled:
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Weekly Check-ins: The manager will conduct weekly check-ins with the employee to assess progress on sales targets and customer satisfaction.
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Midpoint Review: February 8, 2055, to evaluate progress and make necessary adjustments to the action plan.
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Final Review: March 8, 2055, to assess whether KPIs have been achieved and determine further actions.
6. Consequences of Non-Improvement
If the employee does not make sufficient progress in improving the KPIs outlined in the plan, further actions may include:
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Reassessment of Role: A potential reassignment to another position if the performance gap persists.
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Formal Warning: A written warning will be issued if the expected targets are not met.
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Termination: If performance remains below expectations after the final review, termination may be considered.
7. Signatures
By signing below, both the employee and the manager acknowledge that they understand the contents of this action plan, including the expectations and resources involved. Both parties agree to collaborate toward achieving the outlined performance improvements.
Employee Signature: ____________________________
Date:
Manager Signature: _____________________________
Date:
HR Representative Signature: ___________________________
Date:
