Docaro

Performance Issues And Improvement Actions In The United Kingdom

Created:
This dataset helps readers understand common workplace performance issues and practical improvement actions. For broader guidance, see the AI Generated Performance Improvement Plan for use in the United Kingdom category page.
Specific Issue
Typical Indicators
Relevant Evidence
Suggested Improvement Actions
Impact Level
Time management
Repeatedly missing agreed deadlines
Late submissions, rushed work, frequent deadline extensions
Project plans, task logs, email timelines, missed milestone reports
Set weekly priorities, use task tracking, agree interim milestones, hold progress check-ins
High
Poor prioritisation of urgent tasks
Important tasks delayed while low-value work is completed
Task lists, manager instructions, workload records, delivery reports
Use priority matrix, agree daily top tasks, clarify escalation rules
Medium
Productivity
Taking too long to complete routine work
Output below peers, backlog growth, regular unfinished tasks
Productivity reports, workflow data, work allocation records
Review workflow, remove blockers, provide coaching, set output targets
Medium
Low sales conversion rate
Few closed deals, weak pipeline movement, missed sales targets
CRM reports, call notes, sales dashboards, target records
Provide call coaching, review scripts, shadow top performers, set conversion milestones
High
Quality of work
Frequent errors in completed work
Rework, rejected outputs, quality complaints, inconsistent standards
Quality checks, corrected drafts, audit logs, manager review notes
Use checklists, peer review, refresher training, staged sign-off
High
Incorrect data entry
Wrong records, duplicate entries, customer details amended later
System audit trails, error logs, corrected records, sampling results
Introduce double-check process, data entry training, error-rate targets
Medium
Incomplete records or documentation
Missing fields, unclear notes, undocumented decisions
Case files, CRM records, audit findings, document samples
Provide templates, minimum standards, file review schedule, coaching
Medium
Communication
Unclear written communication
Confusing emails, missing key details, repeated clarification requests
Email samples, customer messages, internal feedback, revision history
Use email templates, proofread before sending, attend writing training
Medium
Slow responses to colleagues or clients
Unanswered emails, missed messages, delayed customer updates
Email timestamps, ticket response times, customer feedback, SLA reports
Set response standards, schedule inbox checks, use holding replies
Medium
Not listening to instructions or feedback
Repeated misunderstandings, same corrections, incorrect task execution
Meeting notes, feedback records, corrected work, instruction logs
Confirm instructions in writing, summarise actions, attend feedback sessions
Medium
Customer service
Poor handling of customer enquiries
Low satisfaction scores, unresolved issues, complaints about tone
Customer complaints, call recordings, survey scores, ticket audits
Provide customer service coaching, review calls, use escalation scripts
High
Failure to resolve complaints properly
Repeat complaints, escalations, missed complaint deadlines
Complaint files, escalation logs, customer correspondence, resolution data
Refresh complaint process training, monitor cases, agree resolution checklist
High
Compliance
Failure to follow internal procedures
Skipped steps, unauthorised shortcuts, inconsistent process compliance
Procedure documents, audit findings, case reviews, system logs
Refresher training, process checklist, supervisor sign-off, compliance reviews
High
Ignoring health and safety procedures
Unsafe practices, missing PPE, unreported hazards, near misses
Risk assessments, incident reports, training records, inspection notes
Repeat safety training, observe work, require PPE checks, review risk controls
High
Poor handling of personal data
Misdirected emails, insecure files, unnecessary data sharing
Incident reports, email records, access logs, data breach reviews
Data protection refresher, email checks, access controls, handling checklist
High
Attendance and reliability
Frequent short-term absences affecting work delivery
Repeated absences, missed handovers, disrupted service coverage
Absence records, return-to-work notes, rota gaps, workload reports
Hold absence review, consider health support, plan cover, set attendance expectations
Medium
Persistent lateness
Late starts, missed meetings, delayed customer coverage
Clock-in records, timesheets, meeting attendance logs, manager notes
Agree punctuality target, identify causes, adjust travel planning, monitor start times
Medium
Unreliable availability during working hours
Offline without notice, missed calls, unavailable for agreed shifts
System status logs, call records, rota records, missed meeting notes
Clarify availability rules, use calendar blocks, set contact expectations
Medium
Teamwork
Poor collaboration with colleagues
Limited information sharing, duplicated work, friction in team tasks
Peer feedback, project records, handover notes, meeting observations
Define team responsibilities, schedule handovers, set collaboration goals
Medium
Incomplete handovers
Missing updates, duplicated queries, colleagues unable to continue work
Handover documents, shift notes, colleague feedback, incident records
Use handover template, agree cut-off times, review sample handovers
Medium
Workplace conflict affecting performance
Avoidance, tense meetings, reduced cooperation, escalated disagreements
Meeting notes, manager observations, complaints, mediation records
Set behaviour expectations, facilitate mediation, agree communication ground rules
High
Skills and competence
Insufficient technical knowledge for the role
Repeated technical mistakes, excessive support needed, slow problem solving
Work samples, technical assessments, support tickets, training records
Targeted training, mentoring, supervised tasks, competence milestones
High
Poor use of required software systems
Incorrect system entries, inefficient workarounds, support dependency
System logs, helpdesk tickets, user audit reports, training attendance
Provide system training, quick guides, practice tasks, user confidence checks
Medium
Failure to apply completed training
Old mistakes continue, procedures not used, limited behaviour change
Training records, work samples, coaching notes, post-training assessments
Set application tasks, observe practice, provide feedback, retest competence
Medium
Management performance
Ineffective management of direct reports
Unclear instructions, missed one-to-ones, team underperformance
Team KPIs, one-to-one records, employee feedback, project outcomes
Provide management coaching, set one-to-one cadence, review team objectives
High
Poor delegation of work
Bottlenecks, uneven workloads, late delivery, unclear ownership
Work allocation records, team feedback, deadline logs, workload reviews
Map responsibilities, delegate with deadlines, track ownership, review capacity
Medium
Judgement and decision-making
Making poor operational decisions
Avoidable losses, inconsistent decisions, preventable escalations
Decision logs, incident reviews, approval records, financial impact data
Agree decision thresholds, require consultation, use risk assessment checklist
High
Failure to escalate issues promptly
Problems discovered late, unresolved blockers, surprise incidents
Incident timelines, emails, ticket histories, escalation logs
Define escalation triggers, set reporting deadlines, review live cases weekly
High
Initiative and ownership
Lack of ownership of assigned work
Waiting for prompts, unresolved blockers, limited follow-through
Task updates, manager notes, project records, missed follow-ups
Set ownership expectations, require status updates, agree next-step plans
Medium
Weak problem-solving approach
Repeats same issue, offers no options, escalates minor problems
Case notes, incident reviews, manager feedback, solution proposals
Use root cause analysis, prepare options before escalation, coaching sessions
Medium
Targets and KPIs
Consistently missing agreed KPIs
Below-target metrics, repeated monthly shortfalls, widening performance gap
KPI dashboards, performance reports, target letters, benchmarking data
Break targets into weekly goals, review barriers, provide coaching, monitor metrics
High
Low output volume compared with role expectations
Fewer cases closed, low production count, backlog contribution
Output reports, case closure data, rota records, workload allocation
Set daily output target, review blockers, streamline tasks, check workload balance
Medium
Remote and hybrid working
Poor performance while working remotely
Reduced output, missed updates, unclear availability, delayed responses
Output records, system activity, meeting attendance, communication logs
Clarify remote expectations, schedule check-ins, agree availability and deliverables
Medium
Missing required online meetings
Repeated non-attendance, late joining, lack of updates
Calendar invites, attendance logs, meeting notes, manager records
Use calendar reminders, confirm attendance expectations, require pre-meeting updates
Low
Professional standards
Unprofessional online communication
Abrupt messages, inappropriate chat comments, poor video meeting conduct
Chat logs, meeting recordings, complaints, witness statements
Set communication standards, provide coaching, review meeting etiquette
Medium
Negative attitude affecting work outcomes
Resistance to tasks, dismissive tone, reduced cooperation
Manager observations, peer feedback, meeting notes, customer comments
Clarify behavioural expectations, coach on professionalism, agree observable behaviours
Medium
Regulated role standards
Failure to meet role-specific regulatory standards
Failed audits, compliance breaches, missing professional records
Audit reports, regulator guidance, supervision notes, training records
Provide regulated training, increase supervision, require evidence of competence
High
Weak safeguarding practice
Missed concerns, poor records, delayed referrals, unclear escalation
Case notes, referral records, supervision logs, safeguarding audits
Repeat safeguarding training, increase supervision, use referral checklist
High
Care and healthcare performance
Poor care record keeping
Incomplete care notes, late entries, missing risk updates
Care records, audit results, incident reports, supervision notes
Record keeping training, daily audits, mentor review, documentation checklist
High
Education performance
Poor lesson or session planning
Unstructured sessions, weak learning outcomes, poor resource preparation
Lesson plans, observation notes, learner feedback, attainment data
Use planning template, observe experienced staff, review plans weekly
Medium
Poor classroom or group management
Disruption, unclear expectations, reduced learner engagement
Observation reports, behaviour logs, learner feedback, manager notes
Behaviour management coaching, peer observation, structured session routines
High
Operational performance
High defect rate in production work
Scrap, rework, failed inspections, customer returns
Quality control data, inspection records, defect logs, batch reports
Retrain on process, use quality gates, increase supervision, monitor defect rate
High
Stock control errors
Incorrect counts, misplaced items, avoidable stockouts or overstocking
Inventory reports, cycle counts, discrepancy logs, warehouse audits
Retrain on stock system, use count checklist, sample audits, buddy checks
Medium
Delivery route or scheduling errors
Late deliveries, failed drops, inefficient routes, customer complaints
Route data, delivery logs, telematics, customer feedback, schedule records
Route planning training, pre-shift checks, review delivery performance weekly
Medium
Finance and administration
Errors in invoices or payments
Incorrect amounts, duplicate payments, delayed reconciliations
Invoice samples, payment reports, reconciliation records, audit findings
Use finance checklist, peer review, system training, error-rate monitoring
High
Inaccurate management reports
Wrong figures, inconsistent assumptions, late corrections
Report drafts, source data, correction logs, stakeholder feedback
Validate source data, use report template, peer review before circulation
High
Project delivery
Poor project planning and control
Unclear scope, missed milestones, unmanaged risks, budget drift
Project plans, RAID logs, budget reports, milestone updates
Create delivery plan, maintain risk log, weekly sponsor updates, milestone reviews
High
Adaptability
Difficulty adapting to new processes
Continues old methods, resists change, needs repeated reminders
Training records, process audits, manager notes, system usage reports
Provide change briefing, practical demonstrations, follow-up coaching, usage targets
Medium
Probation performance
Not meeting expected probation standards
Early performance gaps, slow learning, repeated supervision needs
Probation review notes, training records, manager feedback, work samples
Set probation objectives, provide onboarding support, schedule review meetings
Medium
Health and disability-related performance
Performance affected by disability-related barriers
Performance fluctuates with health, barriers to standard process, adjustment requests
Occupational health advice, adjustment records, employee input, workload data
Consider reasonable adjustments, adjust targets, provide assistive tools, review workload
High
Performance decline linked to work-related stress
Reduced concentration, more mistakes, missed deadlines, increased absence
Workload records, stress risk assessment, absence notes, employee feedback
Review workload, complete stress risk assessment, agree support and review dates
High
Neurodiversity-related barriers to performance
Difficulty with unclear instructions, sensory issues, inconsistent task organisation
Employee feedback, occupational health advice, adjustment trial notes, task outcomes
Use written instructions, structured priorities, quiet workspace, assistive software
Medium
Fitness for work
Suspected impairment affecting work performance
Poor concentration, unsafe behaviour, erratic attendance, quality issues
Incident reports, manager observations, attendance records, safety records
Follow policy, assess safety risk, signpost support, set fitness expectations
High
Confidentiality and information security
Failure to protect confidential information
Unsecured files, careless discussion, incorrect access permissions
Access logs, breach reports, workspace checks, email records
Security refresher, clean desk checks, access review, confidentiality reminders
High
Resources and equipment
Careless use of company equipment
Damage, avoidable repairs, missing equipment, unsafe use
Asset records, repair invoices, incident reports, manager observations
Provide equipment training, require checks, reinforce handling procedure
Medium
Learning and development
Slow progress during onboarding
Basic tasks still need support, key processes not understood
Onboarding checklist, training attendance, buddy feedback, task assessments
Extend buddy support, repeat core training, set staged competence goals
Low
Failure to maintain required knowledge
Outdated practice, missed updates, errors after policy changes
CPD records, training logs, policy update records, work samples
Set CPD plan, require update briefings, test knowledge, review application
Medium
Call centre performance
Excessive call handling time
Long average handle time, queues increase, low call completion
Call metrics, queue reports, call recordings, quality scorecards
Call coaching, script practice, system shortcuts, target handle-time review
Medium
Poor call quality scores
Missed verification steps, poor tone, incomplete resolutions
Quality scorecards, call recordings, customer feedback, compliance checks
Review sample calls, practise required wording, set quality improvement target
High
Service levels
Failure to meet service level agreements
Late responses, missed resolution times, SLA breach notices
SLA reports, ticket timestamps, customer contracts, escalation records
Prioritise SLA tasks, set alert reminders, review ageing tickets daily
High
Case management
Poor management of case files
Missed reviews, stale cases, incomplete action records
Case audits, diary records, file notes, closure reports
Use case checklist, schedule review dates, supervisor file sampling
Medium
Attendance and reliability
Failure to follow absence reporting procedure
Late absence calls, missing fit notes, managers not informed
Absence notifications, fit notes, call logs, policy records
Explain reporting rules, provide policy copy, set notification expectations
Low
Professional standards
Poor ethical judgement in work decisions
Conflicts of interest, biased decisions, questionable approvals
Decision records, declarations, audit findings, manager observations
Review code of conduct, require declarations, set approval safeguards
High
Attention to detail
Errors in legal, contractual or formal documents
Incorrect clauses, wrong names, missing dates, version errors
Document drafts, mark-ups, client feedback, version history
Use document checklist, peer review, version control, proofreading time
High
Communication
Poor contribution in meetings
Unprepared, dominates discussion, unclear updates, no action follow-up
Meeting minutes, action logs, manager observations, attendee feedback
Prepare agenda notes, give concise updates, confirm actions after meetings
Low
Supervision and governance
Failure to attend required supervision sessions
Missed reviews, unresolved issues, lack of reflective learning
Supervision records, calendar logs, attendance notes, manager emails
Set supervision schedule, require preparation notes, track actions to completion
Medium
Fair treatment and equality
Performance concern may be linked to protected characteristic barriers
Concerns linked to pregnancy, disability, religion, age or other protected factors
Employee explanation, adjustment requests, HR records, equality impact review
Review equality risks, consider adjustments, avoid discriminatory targets or assumptions
High
Capability process
Unclear or unsupported capability expectations
Vague targets, no support, no review dates, inconsistent standards
PIP drafts, meeting notes, training offers, review correspondence
Set clear standards, provide support, allow reasonable time, hold reviews
High

How Should UK Employers Use A Performance Improvement Plan?

A performance improvement plan should convert broad concerns into specific, measurable actions. The records show that common issues such as missed deadlines, poor accuracy, low productivity, weak communication, conduct-related performance concerns and failure to follow procedures each need different evidence and tailored support.

What Evidence Should Support A Fair Performance Plan?

Use objective evidence such as work samples, error logs, KPI reports, attendance records, customer complaints, quality assurance scores, project records and meeting notes. This helps distinguish a genuine capability issue from unclear instructions, lack of training, excessive workload, disability-related barriers or conduct concerns.

What Legal Risks Should Be Considered?

  • Disability and reasonable adjustments: If health, neurodiversity or disability may affect performance, consider adjustments before relying on targets or sanctions. Relevant UK guidance is available from Acas and the Equality Act 2010.
  • Fair process: A PIP should usually include clear standards, support, review dates and consequences. Acas guidance on capability and conduct is important for avoiding unfair dismissal risk.
  • Training and supervision: Many records point to practical support such as refresher training, mentoring, shadowing, workload review, written procedures and regular check-ins. These actions help show the employer acted reasonably.

What Should A Good Improvement Action Include?

Actions should be specific to the issue: for example, accuracy checks for data errors, prioritisation tools for missed deadlines, call coaching for customer service concerns, security refresher training for confidentiality breaches and attendance support where absence affects delivery. Targets should be realistic, time-bound and capable of being evidenced.

Performance Issues and Improvement Actions
Want to Generate Your own Performance Improvement Plan?
Docaro AI can help you write your own Performance Improvement Plan for use in the United Kingdom in minutes.
Generate Your Document Now

FAQs

A performance improvement plan, or PIP, is a formal document that identifies workplace performance concerns, sets clear improvement targets, and explains the support, actions, timescales, and review process.
Show All FAQs

You Might Also Be Interested In

Performance Improvement Plan Objectives
Performance Improvement Plan objectives in the United Kingdom: set clear, measurable goals to support employee development.
Employee Support Measures for Performance Plans
Explore employee support measures for performance plans in the United Kingdom to improve clarity, fairness, and workplace outcomes.