Performance Improvement Plan Builder

Who is this plan for?

The plan needs to be specific to this educator and this service. Generic plans do not stand up.

Before you start. Make sure the concerns have already been raised in a 1:1 or a record of discussion, and the educator has had a reasonable chance to improve. A Performance Improvement Plan is the next step up from informal feedback, not the first step.

Educator name *

Role *

Service name *

Service Manager / leader

Length of service

Probation status

Award

Qualification

What has prompted this plan? *

The trigger is the history that leads into the plan. It tells the educator (and anyone reviewing later) that this is not coming out of nowhere.

Prior conversations and what was discussed

This is the evidence trail. Dates, what was raised, what was agreed. Saves you pulling this together later if the plan does not land.

Concerns and the plan you want to set

Name what is not meeting expectations, what good looks like, and the support you will put in. Be specific. Vague plans do not work.

Be specific or do not bother. "Improve communication" is not a standard. "Update parents on every room transition by 3pm via Storypark" is a standard. Plans fail because the standard is fuzzy, not because the educator refused to improve.

What are the concerns? *

Concern 1

Area

Specific examples (dates, what happened)

Impact (on children, team, families)

What has been tried already to support improvement?

This proves the process. Fair Work looks at whether the educator had a reasonable chance to improve before the plan started.

Support to offer during the plan (tick all that apply)

Regular mentoring from the Educational Leader or Room Leader Scheduled weekly 30 minute sits beside another educator doing the work to a strong standard Shadowing a stronger example of the role Half days spent in another room or with another educator who is getting it right Training or refresher on the specific skill E.g. EYLF observation writing, behaviour guidance refresher, medication module Written examples of the standard Shared templates, anonymised examples from other rooms, the Educational Leader's work Temporary workload adjustment Reducing non-core responsibilities for the duration of the plan so the educator can focus Dedicated structured check-ins Weekly or fortnightly standing meeting separate from the usual 1:1 EAP referral Employee Assistance Program if there is a personal or wellbeing factor A buddy or peer coach A trusted peer who can answer day-to-day questions without always going through the Service Manager Re-walking the service's policies and procedures Especially supervision, WHS, medication, documentation, child protection

Plan length *

A reasonable person should be able to meet the plan in this time. 4 weeks is usual; go longer only if the standard genuinely needs longer to evidence.

Review cadence *

Weekly is the default. Fortnightly only if the plan is longer than 4 weeks and the change is something you cannot realistically observe in a week.

Plan start date *

Meeting date (to introduce the plan)

Give at least 24 hours notice before the meeting.

What does success at the end of the plan look like?

If you cannot see what success looks like, the educator cannot either. Write it in operator voice.

Anything else the plan needs to reflect?

Writing the plan...

Who is this plan for?

Concerns and the plan you want to set

Concern 1

Before you give this plan to the educator

Next steps if the plan does not land

Saving as PDF