
SMART Performance Improvement Plan for BD Rep
N.B. If you use a digital CMM or SPC platform, specify export formats to avoid manual data rework.
📄 Prompt Template
Draft a SMART performance improvement plan for [EmployeeName] in the [Role] role over [Timeframe]. Use the latest operating cadence for internal communications and align to business development priorities. Incorporate [KPIList] as the measurable outcomes and define coaching ownership for [ManagerName]. Output format: Return a Markdown document with the following headings: 1) Objective & Scope, 2) Baseline Performance (with metric table), 3) SMART Targets (per metric, with numeric thresholds), 4) Root-Cause Analysis (skills, process, tools), 5) Training & Development Plan (modules, delivery mode, completion dates), 6) Coaching Cadence (1:1 frequency, agenda), 7) 30/60/90-Day Milestones (table of milestone, due date, evidence), 8) Risk & Mitigation, 9) Communication Plan (stakeholders, channel, frequency), 10) Acknowledgement & Sign-off (employee/manager/HR). Include a concise executive summary (≤120 words) at the top and a one-page appendix listing resources and links. Ensure targets are numeric, time-bound, and traceable to the listed KPIs. [/Notes]Provide last 3 months’ KPI exports and current territory assignment to calibrate baselines; include the current job description and any role expectations addendum to avoid ambiguity. Confirm the organization’s PIP policy and required signatories before issuing. [/Notes]