Corrective Action Plan Template
Address any unwanted actions, outcomes, or behaviors in the workplace and develop actionable steps.
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.
Bull's Eye Diagram Template
Works best for:
Diagrams, Project Management, Prioritization
When you’re a growing organization, every decision can feel like it has make-or-break consequences—which can lead to decision paralysis, an inability to prioritize, inefficient meetings, and even low morale. If that sounds like you, put a Bull’s Eye Diagram to work. True to its name, a Bull’s Eye Diagram uses a model of concentric circles to help companies establish priorities, make critical decisions, or discuss how to remove or overcome obstacles.
Swimlane Diagram Template
Works best for:
Flowcharts, Diagrams, Workflows
A swimlane diagram shows you which stakeholders are responsible for each area of your critical processes. You can use it to understand current processes or plan new ones.
Sprint Planning
Works best for:
Planning, Strategy
Sprint Planning Template helps you organize and plan your sprints effectively. It allows you to set goals, allocate tasks, and track progress, ensuring your team stays focused and meets sprint objectives. Perfect for agile teams.
Project Organizational Chart Template
Works best for:
Project Management, Documentation, Org Charts
When you’re embarking on a long, complex project, you will inevitably hit roadblocks and obstacles. It’s important to have your project organizational chart on hand to overcome those challenges. A project organizational chart is a visual diagram that illustrates who is on your team and the role they play in a given project. It documents the structure of the project organization, the hierarchy between team members, and the relationships between employees. Project organizational charts are useful tools for clarifying who does what, securing buy-in, and setting expectations for the group.
User Interview Template
Works best for:
Desk Research, Product Management
A user interview is a UX research technique in which researchers ask the user questions about a topic. They allow your team to quickly and easily collect user data and learn more about your users. In general, organizations conduct user interviews to gather background data, to understand how people use technology, to take a snapshot of how users interact with a product, to understand user objectives and motivations, and to find users’ pain points. Use this template to record notes during an interview to ensure you’re gathering the data you need to create personas.
Timeline Workflow
Works best for:
Planning, Strategy
The Timeline Workflow template helps streamline your project workflows. It’s perfect for visualizing processes, identifying bottlenecks, and optimizing tasks. This template enhances team collaboration and ensures smooth project execution.