Corrective Action Plan Template
Correct for any undesirable actions, outcomes, or behaviors that occur in the workplace. Document everything in a written framework with actionable steps using Miro’s template for corrective action.
About the Corrective Action Plan Template
Once in a while, a manager or HR representative must deliver a corrective action plan to an employee. It’s a difficult conversation, but when inappropriate behavior occurs or job performance fails to meet expectations, the best course of action is to document the infraction. Not only does it help drive the conversation between HR, the manager, and the employee, but it also paves the way for actionable next steps for improvement.
Keep reading to learn more about how to use this simple Corrective Action Plan Template.
What is a corrective action plan?
A corrective action plan takes difficult conversations — regarding behavior or job performance — and puts them into a professional, written framework so that the process, next steps, and details of the conversations are documented. A corrective action plan might include the following:
A write-up of the deficiency (behavioral or performance) and why it has created a disconnect in the expectations of the role.
An HR-approved template describing what is included in the corrective action plan and what steps must be followed.
A process of stop, start, and continue is clearly laid out.
Clarification of roles & responsibilities.
A specification of the ramifications of not following the corrective action plan.
This might seem like a lot of work for a manager or HR team member, but that’s why having an easy-to-use template is just what you need to simplify the tasks!
When to use corrective action plans
Corrective action plans aren’t always negative in nature. Sure, the most common use case might be combating behavior issues, but corrective action can also signal the need for sweeping changes within an organization or team. Put more simply: corrective action can be looked at like quality assurance within individuals or teams that pinpoints a problem, then sets out to fix a specific behavior, task, process, or product.
Create your own corrective action plan
When it comes to corrective action plans, the most important thing is eliminating murky communication, aligning expectations, and providing step-by-step instructions for your employee. Here’s how to create your own, using Miro’s easy pre-made corrective action plan template.
Set a deadline. Set a deadline for completing the steps for corrective action. Also make sure you clearly outline the consequences for not meeting the deadline.
Set priorities and realistic goals: Whether this is an action plan for an individual or a team, setting yourself up for success means setting up priorities and goals.
Document everything: Stakeholders, metrics, dates, expected resolution. Everything should be carefully documented so you have a record of the action plan.
Define the problem! Every corrective action plan must first start with a problem that must be addressed. Make sure you write this down.
Get started with this template right now.
Product Roadmap Template
Works best for:
Product Management, Roadmaps
Product roadmaps help communicate the vision and progress of what’s coming next for your product. It’s an important asset for aligning teams and valuable stakeholders – including executives, engineering, marketing, customer success, and sales – around your strategy and priorities. Product roadmapping can inform future project management, describe new features and product goals, and spell out the lifecycle of a new product. While product roadmaps are customizable, most contain information about the products you’re building, when you’re building them, and the people involved at each stage.
UML Sequence Registration Process Template
Works best for:
UML
The UML Sequence Registration Process Template helps visualize and document user registration processes. It enables the rapid creation of sequence diagrams, which are crucial for enhancing clarity and identifying potential issues early in the design phase. This template not only supports collaborative efforts through Miro's platform, facilitating real-time teamwork, but also ensures a comprehensive system design. Being part of a broader collection of UML diagram templates, it stands as a valuable asset for projects involving registration workflows, contributing to streamlined project execution and effective communication among team members.
Monthly Schedule Template
Works best for:
Planning, Project Management
The Monthly Schedule Template is a flexible tool for long-term planning. It allows you to organize events, projects, and personal activities. You can easily adjust to accommodate changing priorities, unforeseen events, or long-term goals. This ensures sustained productivity and goal achievement.
Balanced Scorecard Template
Works best for:
Operations, Strategic Planning, Project Planning
Balanced scorecards are useful tools for understanding business performance at a glance with regard to customers, employees, business processes, and financial progress. Learn more about BSCs and create your own using Miro’s Balanced Scorecard template.
Social Media Calendar Template
Works best for:
Project Planning, Marketing
Most businesses have a social media presence, but many of them aren’t using social media as a competitive differentiator. The Social Media Calendar template allows you to plan, schedule, and craft posts for LinkedIn, Twitter, Facebook, Instagram, and Pinterest, so you can leverage social media as a strategic tool to promote your brand. Use the Social Media Calendar template to plan out your social content a week, month, or quarter in advance. Collaborate with the marketing team, prepare for product launches and major initiatives, and share draft social posts.
5 Whys Template
Works best for:
Design Thinking, Operations, Mapping
Ready to get to the root of the problem? There’s no simpler way to do it than the 5 Whys technique. You’ll start with a simple question: Why did the problem happen? Then you’ll keep asking, up to four more times, until the answer becomes clear and you can work toward a solution. And Miro’s features enhance the approach: You can ask team members questions in chat or @mention them in comments, and use color-coded sticky notes to call out issues that are central to the problem at hand.