1. PURPOSE OF THIS PLAN This plan is intended to provide clear expectations and support to help you return to consistent quota performance. It outlines specific, measurable goals for the next 60 days and the resources available to help you meet them. 2. AREAS OF CONCERN 1. Quota attainment has been below target for the past three consecutive quarters. 2. CRM entries for calls and deal updates have frequently been logged several days late or not at all, making pipeline forecasting difficult. 3. EXPECTATIONS & SUCCESS CRITERIA 1. Achieve at least 90% of assigned quota by the end of the 60-day period, measured against monthly targets. 2. Log all calls and deal status updates in the CRM on the same business day they occur, verified through CRM activity timestamps. 4. TIMELINE & CHECK-INS Week 2: Review pipeline activity and CRM logging consistency. Week 4: Mid-point review of quota progress against monthly target. Week 6: Review CRM logging consistency and address any gaps. Week 8 (end of plan): Final review of quota attainment and overall plan completion. 5. SUPPORT PROVIDED - Weekly one-on-one coaching sessions with your manager to review pipeline and strategy. - Access to updated sales enablement materials and a CRM refresher training session. - Priority access to manager support on active deals requiring negotiation help. 6. CONSEQUENCES OF NOT MEETING EXPECTATIONS If the goals outlined in this plan are not met by the end of the 60-day period, further action will be taken, which may include an extended improvement period, role reassignment, or termination of employment, depending on the circumstances at that time. 7. ACKNOWLEDGEMENT I have reviewed and discussed this Performance Improvement Plan with my manager and understand the expectations, timeline, and support outlined above. Employee signature: _______________ Date: _______ Manager signature: _______________ Date: _______