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.
Gantt Chart for Project Scheduling
Works best for:
Planning, Strategy
Gantt Chart for Project Scheduling helps you plan and visualize project timelines. It enables you to manage tasks, deadlines, and dependencies, ensuring efficient project execution. Ideal for project managers looking to streamline their scheduling process.
Ansoff Matrix Template
Works best for:
Leadership, Operations, Strategic Planning
Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.
Service Blueprint
Works best for:
Service Blueprint
Optimize your service processes with the Service Blueprint Habanero. This template allows you to map out and scrutinize each aspect of your service delivery, highlighting customer touchpoints and internal processes. Use it to identify inefficiencies, streamline operations, and enhance the overall customer experience. Perfect for service designers, managers, and improvement teams, it offers a detailed approach to refining and innovating your service offerings.
Communication Roadmap
Works best for:
Roadmap, Mapping, Planning
The Communication Roadmap template enables teams to plan and execute effective communication strategies. By outlining key messages, channels, and stakeholders, teams can ensure consistent and targeted communication throughout a project lifecycle. This template fosters alignment and transparency, enabling teams to engage stakeholders effectively and mitigate risks associated with miscommunication.
Product Management - Product Flow
Works best for:
Product Management, Planning
Product Management - Product Flow template enables product managers to visualize and streamline product development processes. By mapping out key stages, tasks, and dependencies, this template enhances workflow transparency and coordination. With features for identifying bottlenecks and optimizing resource allocation, it empowers teams to improve efficiency and accelerate product delivery. This template serves as a valuable tool for ensuring smooth product development and launch processes, ultimately driving better outcomes.
Inspired: Creating Products Customers Love
Works best for:
Product Management, Planning
Inspired: Creating Products Customers Love template guides product managers in developing innovative and customer-centric products. By emphasizing empathy, ideation, and validation, this template fosters a deep understanding of customer needs and preferences. With sections for brainstorming ideas, defining features, and validating concepts, it facilitates the creation of compelling products that resonate with target audiences. This template serves as a roadmap for delivering exceptional customer experiences and driving product success.