<aside> 💪 We want to give you the best chance for success, and that means supporting you through times when things aren't going quite right.

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Template Example

BOT Template

ℹ️ Context

• To best support you, we need to face the tough conversations around underperformance and tackle these situations head on with a clear and supportive plan.
• Remember, we hired you for a reason.
• It's rare for someone to underperform on purpose. It's usually the case that there's a misalignment in expectations, skills etc, and you might need training, resources or other support to re-align these areas and get back to doing what you do best. 🚀

🤖 That's where a Back on Track [BOT] plan comes in…

Back On Track (or BOT for short) is a way of setting clear, measurable goals and outlining the support offered to give you the best chance possible to get back on track.

• It's important to note, both sides should engage in a BOT plan when there’s genuine confidence there’s a good chance of successfully achieving the goals set.
• It’s not a "checkbox" exercise, and if a performance gap is simply that big, (and the decision has already been made to part ways), then an honest conversation needs to happen.
• Some examples of where a BOT plan may be needed…

💡 Tips to creating a great BOT Plan

1. Don’t over-flood the plan with goals. Just like OKRs, 2-3 are the sweet spot.
2. Key results should describe what great looks like when it’s been achieved.
3. The page should be interactive - use it to track advice, progress and actions.

Help! I don't know where to start 🤯

• Not a problem - you're not expected to tackle this alone!
• If you're considering asking for a BOT plan, or you’re a manager who thinks your report needs one, be sure to loop in PX.