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Corrective Action Plan Template

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About the Corrective Action Plan Template

Occasionally, managers or HR professionals find themselves in the position of having to provide an employee with a corrective action plan. While these conversations can be challenging, they are essential when addressing inappropriate behavior or subpar job performance. The purpose of this plan is not only to facilitate the discussion between HR, the manager, and the employee but also to establish a clear path for taking actionable steps toward improvement.

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What is a corrective action plan?

A corrective action plan takes challenging conversations regarding behavior or job performance and organizes them within a professional, written framework. This documentation clarifies the process, outlines the subsequent actions, and records the essential details of the discussions. A comprehensive corrective action plan typically includes the following components:

  • An in-depth analysis of the deficiency, whether related to behavior or job performance, and an explanation of how it has created misalignment with role expectations.
  • Utilization of an HR-approved template that defines the components of the corrective action plan and the necessary steps to be taken.
  • A well-structured outline of the "stop, start, and continue" approach to address the issues.
  • Clear delineation of roles and responsibilities within the corrective action process.
  • Specification of the consequences associated with not adhering to the corrective action plan.

While creating such a plan may appear demanding for a manager or HR team member, having an accessible template at your disposal streamlines these tasks, making the process more efficient and manageable.

When to use corrective action plans

The timing of employing corrective action plans is not exclusively for addressing negative situations. While they are commonly associated with addressing behavioral issues, these plans can also serve as a proactive measure for identifying areas within an organization or team that require significant improvements. In essence, corrective action can be likened to a quality assurance process for individuals or teams, identifying issues and then actively working to rectify specific behaviors, tasks, processes, or products, ensuring ongoing enhancement and refinement.

Create your own corrective action plan

To create your own effective corrective action plan, prioritizing clarity and alignment, and utilizing FigJam's user-friendly pre-made corrective action plan template, follow these essential steps:

  1. Establish Clear Deadlines

    Begin by setting specific deadlines for completing each step of the corrective action plan. It's vital to articulate the consequences for not meeting these deadlines, ensuring accountability.

  2. Prioritize and Set Realistic Goals

    Whether you're creating a plan for an individual or a team, success is rooted in setting clear priorities and achievable goals. These objectives will guide the corrective action effectively.

  3. Comprehensive Documentation

    Document every aspect of the plan, including stakeholders involved, measurable metrics, key dates, and the anticipated resolution. Thorough documentation is critical for maintaining a detailed record of the action plan's progress.

  4. Clearly Define the Problem

    Every effective corrective action plan must begin with a precise identification of the problem that needs to be addressed. Document this problem in a clear and concise manner, serving as the foundation for your action plan.

By adhering to these steps, you can create a structured and thorough corrective action plan that ensures transparent communication, aligns expectations, and provides a clear path for your employees to follow.

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