Managing Underperformance
Managing underperformance is the manager practice of noticing a sustained gap between role expectations and someone's contribution, diagnosing the cause, coaching early with clear evidence, and escalating through fair, documented remediation when needed.
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Don't Panic
Don't Panic: Managing Underperformance
Managing underperformance is what happens after ordinary feedback has not closed a sustained gap between the role and the work. It is not the annual review system, and it is not a personality trial. It is a diagnosis-and-decision loop with paperwork that exists so both people can see the same facts.
Before anyone invented formal plans, managers still faced the same fork: say something early, or hope the problem evaporates while the team invents workarounds. Hope is a popular strategy. It has a weak track record.
Three ideas carry the rest.
First, make the gap observable. "Low ownership" is a fog bank. "Three agreed milestones slipped without early escalation" is a conversation. If you cannot point to dates and effects, you are not ready to escalate; you are ready to gather examples.
Second, diagnose before you prescribe. Skill, will, unclear expectations, and context can look identical from a ticket board. GitLab's skill-versus-will split and Acas's capability-versus-conduct split exist because the wrong remedy wastes the only recovery window that still has goodwill in it.
Third, act early, then decide cleanly. Private coaching with a short shared summary comes before a performance improvement plan. A fair plan states support, success criteria, check-ins, and outcomes. A fake plan used after an exit is already decided teaches the whole company that PIPs are theater.
The surprise for many new managers is that delay is not kindness. Teammates routing around someone is often the dashboard light: the system has already voted, quietly, and you are late to the meeting.
For the full map, read the Intro. For the sequence and templates, use the Cheatsheet and Practice Reference. Field Notes is where the judgment lives: fake PIPs, missing standards, and the cost of waiting. The Quiz checks whether you can still tell a coaching problem from a conduct problem when the room gets loud.
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See how this topic contributes to broader role-level skill maps.
Sources
- https://handbook.gitlab.com/handbook/leadership/underperformance/
Supports
- Definition of underperformance and manager duty to act early
- Skill-based versus will-based diagnosis and remediation options
- Warning signs, coaching documentation, people-relations partnership
- Formal letters or PIPs, transfer and compensation notes, separation timing
- https://handbook.gitlab.com/handbook/leadership/1-1/
Supports
- One-to-ones as the recurring private forum for early performance topics
- https://www.acas.org.uk/performance-management/problems-with-an-employees-performance
Supports
- Capability versus conduct framing
- Informal support before formal procedures
- Performance improvement plan contents and reasonable adjustments
- https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures/html
Supports
- Fairness principles for disciplinary and capability procedures
- Written warnings, improvement required, timescales, and consequences
- https://www.acas.org.uk/disciplinary-procedure-step-by-step
Supports
- Informal resolution before formal disciplinary steps
- Capability support such as coaching, mentoring, and training
- https://www.acas.org.uk/performance-management/dismissals-for-capability-or-conduct
Supports
- Fair procedure and last-resort framing for capability dismissals
- Evidence expectations after support has not closed the gap
- https://piv.opm.gov/policy-data-oversight/performance-management/performance-management-toolkit/best-practices/performance-improvement-plan-quick-guide.pdf
Supports
- PIP contents, monitoring, outcome evaluation, documentation, and due process
- https://www.atlassian.com/teams/hr/guide/performance-management
Supports
- Ongoing performance management, feedback loops, and organizational framing
- https://blog.pete.holiday/2020/08/a-better-performance-improvement-plan
Supports
- Critique of fake PIPs and design rules for honest improvement plans
- https://lattice.com/
Supports
- Lattice product placement for feedback, goals, and review records used in remediation
- https://www.cultureamp.com/
Supports
- Culture Amp product placement for evaluations and calibration context
- https://www.15five.com/
Supports
- 15Five product placement for check-ins and manager rhythm during remediation
- https://www.leapsome.com/
Supports
- Leapsome product placement for meetings, feedback, and learning during recovery
- https://www.betterworks.com/
Supports
- Betterworks product placement for goal-linked improvement criteria
- https://www.workday.com/
Supports
- Workday product placement as HCM system of record for formal actions
- https://www.sap.com/products/hcm/performance-goals.html
Supports
- SAP SuccessFactors product placement for enterprise performance workflows
- https://www.performyard.com/
Supports
- PerformYard product placement for configurable coaching-to-PIP workflows
- https://www.bamboohr.com/
Supports
- BambooHR product placement for smaller-org performance documentation
- https://www.personio.com/
Supports
- Personio product placement for HRIS-linked performance documentation
