<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 when there’s genuine confidence there’s a good chance at successfully achieving the goals set.
• It’s not a "check box" 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 may be needed…

💡 Tips to creating a great BOT Plan

1. Don’t overflood 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.