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.
Project Status Report Template
Works best for:
Project Management, Documentation, Project Planning
When a project is in motion, the project manager must keep clients and shareholders updated on the project’s progress. Rather than waste time with constant meetings, leaders can send out weekly or daily project status reports to keep everyone informed. You can use the Project Status Report Template to streamline the report creation and distribution process.
Cynefin Framework Template
Works best for:
Leadership, Decision Making, Prioritization
Companies face a range of complex problems. At times, these problems leave the decision makers unsure where to even begin or what questions to ask. The Cynefin Framework, developed by Dave Snowden at IBM in 1999, can help you navigate those problems and find the appropriate response. Many organizations use this powerful, flexible framework to aid them during product development, marketing plans, and organizational strategy, or when faced with a crisis. This template is also ideal for training new hires on how to react to such an event.
Retrospective in the Island of Golocans
Works best for:
Retrospectives, Meetings, Agile Methodology
The Retrospective in the Island of Golocans template offers a creative and imaginative setting for retrospectives, transporting participants to a fictional island setting. It provides elements for reflecting on past iterations, sharing insights, and brainstorming improvements. This template enables teams to step outside their usual environment and approach retrospectives with a fresh perspective. By promoting creativity and storytelling, the Retrospective in the Island of Golocans empowers teams to engage in meaningful discussions, generate new ideas, and foster a culture of innovation effectively.
Thematic Roadmapping (Vision & Strategy)
Works best for:
Roadmap, Planning, Mapping
The Thematic Roadmapping (Vision & Strategy) template empowers organizations to align their vision with actionable strategies. By identifying key themes and strategic objectives, teams can develop a roadmap that guides decision-making and resource allocation. This template facilitates cross-functional collaboration and ensures that initiatives are aligned with overarching goals, leading to more focused and impactful execution.
Kudos Template
Works best for:
Team management
The Kudos Template boosts team morale by providing a structured platform for team members to recognize and celebrate achievements. It fosters a positive environment of appreciation, respect, and unity.
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.