Practical guide

Keeping performance improvement records that hold up

Specific expectations, dated feedback, support offered, and review points, without turning the file into a narrative.

Published October 22, 2026

Table of contents

Write observable expectations

State the expected output, the standard, and the review date. Replace "improve attitude" with the behaviors and communication the role requires.

Give the worker the document and a chance to respond before the plan starts.

Keep dated examples of the gap and the support provided: training, clearer instructions, additional review, or adjusted access.

Do not rely on a single end-of-period summary. The record should show what happened week by week.

Hold the review on the scheduled date. Record whether the expectation was met, extended, or changed.

Store the record under the retention policy and limit access. The purpose is a fair decision, not a permanent file of complaints.

References supplied with this guide.

Article source directory
Source	Publisher	Context
ILO labour statistics	ilostat.ilo.org	Primary reference supplied with this article.
Philippine Statistics Authority	psa.gov.ph	Primary reference supplied with this article.