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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