Focus Area Area to be improved For example

Focus Area: Area to be improved - For example: Successful closing of deals Writing a Performance Plan General Guidelines Sponsor: Person accountable for accomplishing the overall plan (in the case of performance improvement, the employee’s name should be entered here). Planning Period: What is the timeframe for implementing actions that will result in plan achievement I. Overall Objective: A broad based overall description of what needs to be accomplished during the improvement planning period. - An example might be: Increase the number of deals closed during the 3 rd & 4 th Quarters of the year. II. WHAT IS THE CURRENT CONDITION (AS - IS)? • Try to state this in measurable terms… –For example: Average percentage of deals closed by Joe during Quarters 1 & 2 was 25% III. WHAT IS THE DESIRED CONDITION (TO BE)? • This must be stated in measurable terms… –For example: Improve overall knowledge of target client needs and implement plans and action steps that will result in an average of 50% or better of deals successfully closed during the 3 rd and 4 th Quarters of this year IV. WHAT ARE THE LOGICAL STEPS THAT WILL NEED TO OCCUR IN ORDER TO GO FROM THE CURRENT TO DESIRED CONDITION? • Action steps might look something like this: • Action Steps PERSON RESPONSIBLE TARGET DATE - Joe & Manager June 30 - Joe July 31 3. Redefine Target Customers & develop a Business Improvement Plan - Joe & Manager July 31 4. Participate in bi-weekly follow-up meetings with manager in order to track progress - Joe & Manager commence June 1. Analyze target customers and implement an improved qualifying process 2. Attend & Effective Sales & Derivatives Training