Ignoring employee performance issues can hamper productivity, team morale, and business success.
A missed deadline here, and a disengaged employee there, it all adds up and can lead to higher turnover, lost revenue, and stalled growth.
It’s better to use structured Performance Improvement Plans (PIPs) to address concerns early, set clear expectations, and give employees a fair chance to improve.
We’ve listed 10 practical PIP examples to help you tackle poor performance issues, set measurable goals, and drive meaningful improvement.
10 Performance Improvement Plan Examples for Better Results
- What Is a Performance Improvement Plan?
- Why Should You Create a Performance Improvement Plan?
- 10 Performance Improvement Plan Examples to Turn Struggling Employees Around
- Example #1: Consistently missed deadlines
- Example #2: Persistent quality issues
- Example #3: Lack of collaboration on team projects
- Example #4: Ongoing attendance or punctuality problems
- Example #5: Poor communication with clients
- Example #6: Overstepping authority or micromanaging
- Example #7: Low sales or business development performance
- Example #8: Repeated policy violations or unprofessional behavior
- Example #9: Difficulty adapting to new technology or software
- Example #10: Stalled professional growth or role plateau
- How to Create a Performance Improvement Plan in 3 Easy Steps
- Best Practices for Maintaining Motivation During a Performance Improvement Plan
⏰ 60-Second Summary
- A performance improvement plan is a structured approach to help employees improve in key areas before taking formal action.
- We’ve outlined 10 real-world PIP examples covering issues like, missed deadlines, low productivity, poor collaboration, and policy violations.
- A successful PIP should identify the root cause, set clear, measurable goals, and provide ongoing support and accountability.
- Avoiding PIPs altogether is possible with proactive management, clear expectations, and constructive feedback.
- ClickUp helps streamline performance tracking, goal-setting, and team accountability, ensuring employees stay on track before performance issues escalate.
Summarize this article for me pleaseWhat Is a Performance Improvement Plan?
A performance improvement plan is a structured framework prepared by managers and HR leaders to help employees address performance issues. It includes actionable steps for improvement of performance standards, a timeline for progress, improvement milestones, and regular check-ins with clear, measurable goals.
Contrary to some misconceptions, a PIP isn’t a tool for pushing employees out of the company but a resource to guide their improvement.
Here’s a performance improvement plan example:
Summarize this article for me pleaseWhy Should You Create a Performance Improvement Plan?
When performance issues go unaddressed for too long, they can disrupt teams and reduce productivity. Rather than waiting until problems escalate, a performance improvement plan provides a structured, proactive approach. It enables managers to set clear improvement paths while keeping employees engaged.
A PIP helps:
- 🔍 Identify root causes: Pinpoints performance blockers instead of just addressing symptoms
- ✅ Create accountability: Defines action steps so employees take ownership of their growth
- 📊 Reduce bias in decisions: Provides documented progress rather than relying on subjective opinions
- 😊 Improve team morale: Helps struggling employees succeed and prevents resentment from high performers
- 🎯 Strengthen coaching: Encourages managers to guide employees instead of just reviewing results
🧠 Did you know? Research suggests that employees with better skills and experience help boost business revenue by a staggering 50%.
Summarize this article for me please10 Performance Improvement Plan Examples to Turn Struggling Employees Around
Some performance issues require coaching, while others need structured improvement plans. Below are 10 real-world performance management framework examples to help address common employee challenges with clear action steps and measurable goals.
Each example includes:
- Scenario/context: What’s the performance issue?
- Possible causes: Why does this issue arise?
- Action steps and timeline: How to fix it, by when, and how to track progress
Example #1: Consistently missed deadlines
⛳ Scenario
An employee repeatedly submits work late, causing delays and affecting team productivity. The issue has persisted for three months, and over 60% of assigned data entry tasks and other action items have been pending for more than a month. This has resulted in stalled projects, poor quality, and additional workload for other team members.
😦 Possible causes
- Unclear prioritization: The employee fails to identify which tasks are most urgent, leading to delayed critical deadlines.
- Underestimating task duration: They assume they have more time than they actually do
- Lack of structured progress tracking: Tasks pile up without regular review
🏁 Action steps and timeline
1. Set clear priorities and task deadlines (Days 1-3)
- Solution: Conduct a one-on-one meeting to review all pending and upcoming deadlines. Assign each task a priority level using the Eisenhower Matrix to clarify what must be done first
- Expectation: The employee will complete at least 80% of high-priority tasks on time within the first 30 days.
2. Track estimated vs. actual task completion time (Week 1-2)
- Solution: Require the employee to log their estimated vs. actual time spent on tasks for two weeks. Identify patterns where they underestimate time requirements and adjust planning strategies accordingly
- Expectation: By the end of week 2, the employee should complete tasks within 10% of their estimated time to improve accuracy
3. Introduce weekly check-ins and pre-deadlines (Week 2-4)
- Solution: Implement rolling internal deadlines—each major deadline will have an internal check-in 48 hours before submission
- Expectation: Missed deadlines should drop by at least 50% within the first month
Example #2: Persistent quality issues
⛳ Scenario
An employee consistently submits work with errors, inconsistencies, or missing details, leading to rework and project delays. Over the past three months, error rates have exceeded 30%, requiring frequent corrections from managers and team members.
😦 Possible causes
- Lack of attention to detail: The employee rushes through tasks without reviewing their work
- Unclear quality standards: Expectations for accuracy and consistency aren’t well-defined
- Ineffective review process: There’s no structured way to catch and correct errors before submission
🏁 Action steps and timeline
1. Establish quality checklists (Days 1-5)
- Solution: Define non-negotiable quality standards and create a task-specific checklist the employee must follow before submitting work
- Expectation: Error rates should drop by 20% within the first 30 days as employees develop a habit of self-review
2. Implement peer review sessions (Week 1-4)
- Solution: Assign a peer mentor or quality reviewer to check the employee’s work before final submission. Rotate reviewers to ensure different perspectives
- Expectation: By week 4, the employee should correct at least 70% of errors before work reaches managers
3. Track and reduce errors over 60 days
- Solution: Set a structured feedback loop with biweekly check-ins to discuss progress, pinpoint recurring issues, and reinforce accuracy techniques
- Expectation: The employee’s error rate should decrease by 50% within 60 days. If errors persist, reassess training or role fit
💡 Pro Tip: Use ClickUp’s Quality Control Checklist Template to outline quality control steps and define clear review checkpoints. This will standardize quality checks, assign responsibility for error resolution, and ensure every deliverable meets expectations before submission.
Example #3: Lack of collaboration on team projects
⛳ Scenario
An employee struggles to work effectively within a team, leading to missed handoffs, miscommunication, and growing tension among colleagues. Tasks that require cross-functional input are often delayed, and teammates feel frustrated having to compensate for the lack of coordination.
😦 Possible causes
- Poor communication skills: The employee doesn’t effectively share updates or concerns
- Reluctance to share responsibilities: They prefer working alone or hesitate to delegate
- Unclear roles and expectations: They don’t fully understand what’s required for smooth handoffs
🏁 Action steps and timeline
1. Establish quality checklists (Days 1-5)
- Solution: Define non-negotiable quality standards and create a task-specific checklist the employee must follow before submitting work
- Expectation: Error rates should drop by 20% within the first 30 days as employees develop a habit of self-review
2. Implement peer review sessions (Week 1-4)
- Solution: Assign a peer mentor or quality reviewer to check the employee’s work before final submission. Rotate reviewers to ensure different perspectives
- Expectation: By week 4, the employee should correct at least 70% of errors before work reaches managers
3. Track and reduce errors over 60 days
- Solution: Set a structured feedback loop with biweekly check-ins to discuss progress, pinpoint recurring issues, and reinforce accuracy techniques
- Expectation: The employee’s error rate should decrease by 50% within 60 days. If errors persist, reassess training or role fit
Example #4: Ongoing attendance or punctuality problems
⛳ Scenario
An employee frequently arrives late or misses work without prior notice, disrupting team schedules and delaying tasks. Over the past month, their attendance record shows inconsistent work hours, leading to concerns about reliability and workload distribution.
😦 Possible causes
- Personal issues: Challenges outside work affect their availability
- Lack of motivation: They don’t see the impact of punctuality on the team
- Poor scheduling: Inefficient time management causes delays in starting the workday
🏁 Action steps and timeline
1. Conduct a one-on-one meeting (Week 1)
- Solution: Sit down with the employee to discuss attendance patterns and uncover any personal or professional obstacles. Use this meeting to set clear expectations and agree on a structured improvement plan
- Expectation: By the end of week 1, the employee should have a clear understanding of attendance requirements and corrective actions
2. Require daily time logs (Week 2-4)
- Solution: Ask the employee to log their arrival and break times daily for four weeks. Encouraging structured tracking and reviewing progress using process improvement templates can provide a more systematic way to monitor adjustments and ensure lasting improvements
- Expectation: By week 4, patterns should show at least a 50% reduction in late arrivals
3. Use schedule reminders and team accountability check-ins (Ongoing)
- Solution: Set up automated reminders before the employee’s start time and introduce team-based check-ins to reinforce accountability. Encourage them to communicate proactively if they anticipate delays
- Expectation: The employee should demonstrate consistent attendance improvements within 30 days and communicate any unavoidable absences in advance
📖 Read More: Performance Improvement Plan (PIP) Templates
Example #5: Poor communication with clients
⛳ Scenario
An employee struggles with client interactions, leading to misunderstandings, misaligned expectations, and potential conflicts. Over the past two months, client feedback has highlighted unclear explanations, slow response times, and difficulty resolving concerns efficiently.
😦 Possible causes
- Lack of soft-skills training: The employee may not know how to navigate professional conversations effectively
- Unclear communication guidelines: They may not be following a structured approach to client interactions
- Cultural barriers: Differences in communication styles may be affecting clarity
🏁 Action steps and timeline
1. Enroll in workshops to enhance communication (Week 1-2)
- Solution: Provide structured soft-skills training that focuses on active listening, maintaining a professional tone, and handling difficult conversations. Regular feedback sessions and continuous performance management practices can help reinforce these skills over time, ensuring steady improvement in client interactions
- Expectation: By week 2, the employee should demonstrate a more confident and structured approach when speaking with clients
2. Practice mock calls and presentations (Week 2-4)
- Solution: Conduct weekly role-playing exercises where the employee handles simulated client scenarios. Pair them with a mentor to observe real client interactions and provide feedback
- Expectation: By week 4, the employee should show noticeable improvements in clarity, confidence, and responsiveness
3. Assess improvements using client feedback (Day 30 and beyond)
- Solution: Gather client satisfaction surveys or feedback forms to track changes in communication effectiveness. If recurring concerns persist, reassess training strategies
- Expectation: By day 30, client feedback should show at least a 20% improvement in satisfaction scores related to communication clarity
Example #6: Overstepping authority or micromanaging
⛳ Scenario
A mid-level manager frequently interferes with their team’s work, reviewing minor details, redoing tasks, or demanding constant updates, which slows progress and frustrates employees. Instead of empowering their team, they create bottlenecks and dependency, leading to lower morale, poor time management, and reduced productivity.
😦 Possible causes
- Lack of trust: The manager believes employees can’t deliver quality work without constant oversight
- Misunderstanding of managerial role: They think “managing” means controlling every detail rather than guiding the team
- Fear of failure: They feel personally responsible for every outcome and overcompensate with excessive involvement
🏁 Action steps and timeline
1. Define role boundaries and autonomy levels (Week 1-2)
- Solution: Establish clear autonomy levels for each team member, specifying which tasks require managerial approval and which do not. Encourage ownership and accountability within the team to build trust
- Expectation: By week 2, the manager should delegate at least 30% more tasks without direct intervention
2. Limit check-in meetings to once per week (Week 2-4)
- Solution: Shift from daily check-ins to structured weekly progress reviews to allow employees to work independently while keeping leadership informed. Encourage managers to focus on outcomes rather than minor details
- Expectation: By week 4, the team should report fewer disruptions and improved task ownership
3. Gather anonymous team feedback (Week 6)
- Solution: Conduct a confidential team feedback survey to assess whether the manager’s involvement has improved. Use structured templates, like those from performance review templates, to guide meaningful discussions
- Expectation: By week 6, employees should report at least a 40% improvement in decision-making autonomy
✨Fun Fact: Have you ever heard of the term ‘Helicopter Manager’? It’s used for those who constantly hover over employees, checking in every few minutes, overcorrecting small details, and making it hard for the team to work independently. Learn how to deal with a micromanaging boss in this blog.
Example #7: Low sales or business development performance
⛳ Scenario
A sales rep consistently misses quotas, struggles to close deals, or fails to follow up with leads, resulting in lost revenue opportunities. Over the past quarter, their close rate has dropped below 30%, well below the team average, signaling a need for structured intervention.
😦 Possible causes
- Insufficient product knowledge: They can’t confidently address customer concerns
- Weak negotiation skills: They struggle to handle objections and close deals effectively
- Lack of follow-up routines: Leads aren’t being nurtured properly, causing lost opportunities
🏁 Action steps and timeline
1. Provide targeted coaching sessions (Week 1-2)
- Solution: Pair the employee with a senior sales mentor for hands-on coaching on customer interactions. Focus on objection handling, product positioning, and consultative selling techniques
- Expectation: By week 2, they should demonstrate stronger product knowledge and confidence in sales conversations
2. Set daily outreach targets (Week 2-4)
- Solution: Implement specific outreach goals, such as 10 calls and 15 follow-up emails per day, to maintain a steady pipeline. Tie these targets to measurable performance outcomes, reinforcing structured goal setting for performance review to track progress
- Expectation: By week 4, outreach consistency should improve, and response rates should increase by at least 20%
3. Reassess performance with pipeline reports (day 30 and beyond)
- Solution: Review conversion rates, deal progression, and lost opportunities using detailed sales pipeline reports. If performance hasn’t improved, refine coaching strategies or adjust role expectations
- Expectation: By day 30, the rep should show a measurable increase in closed deals and a stronger pipeline of qualified leads
Example #8: Repeated policy violations or unprofessional behavior
⛳ Scenario
An employee repeatedly ignores the employee code of conduct (e.g., excessive personal internet use, inappropriate workplace attire) or disrespects colleagues, creating a negative work environment. Despite verbal reminders and further disciplinary actions, the behavior persists, affecting team morale and professionalism.
😦 Possible causes
- Disengagement: They feel disconnected from company culture and workplace expectations
- Misunderstanding of workplace standards: They may be unaware of specific policies or misinterpret guidelines
- Personal conflicts: Tensions with colleagues or personal issues may be influencing behavior
🏁 Action steps and timeline
1. Document specific violations and discuss them privately (Week 1)
- Solution: Record clear, fact-based examples of policy violations and meet privately with the employee to discuss concerns. Explain how their actions impact the team and workplace environment.
- Expectation: By week 1, the employee should acknowledge the issue and commit to corrective actions
2. Provide clarity on policy expectations (Week 2-4)
- Solution: Share a written summary of workplace policies, ensuring the employee fully understands expectations. Offer training on professional conduct and workplace ethics if necessary
- Expectation: By week 4, there should be a noticeable effort to align behavior with company standards
3. Monitor behavior and evaluate progress over 60 days
- Solution: Track ongoing behavior patterns and collect feedback from team members to assess improvement. If violations continue, consider additional interventions or disciplinary action
- Expectation: By day 60, the employee should demonstrate consistent adherence to company policies and professional conduct
Example #9: Difficulty adapting to new technology or software
⛳ Scenario
An employee struggles whenever the company adopts new software or tools, leading to missed project deadlines, workflow slowdowns, and frustration among teammates who have to compensate. They often hesitate to use new platforms, delaying full implementation across the team.
😦 Possible causes
- Tech anxiety: Fear of making mistakes or not understanding the system
- Insufficient training: Lack of hands-on guidance or clear documentation
- Resistance to change: Preference for old methods, even if they are less efficient
🏁 Action steps and timeline
1. Provide training sessions and how-to videos (Week 1-2)
- Solution: Offer interactive training sessions, video tutorials, or step-by-step guides to help the employee learn the new system at their own pace. Ensure they have access to self-service resources for reference
- Expectation: By week 2, they should be able to navigate basic functions confidently
2. Assign a tech mentor for daily support (Week 2-4)
- Solution: Pair the employee with a tech-savvy mentor who can provide hands-on assistance, troubleshoot issues, and reinforce best practices. Encourage daily check-ins for quick clarifications
- Expectation: By week 4, the employee should show improved comfort and efficiency using the software
3. Assess competency based on task completion rates (day 45 and beyond)
- Solution: Evaluate how efficiently the employee completes software-related tasks compared to before. If progress is slow, provide additional training or adjust expectations
- Expectation: By day 45, task completion rates should improve by at least 30%, signaling increased proficiency
💡 Pro Tip: Use ClickUp’s Technology Roadmap Template to assess your current tech landscape, plan implementation phases, and set clear milestones for adoption success.
Example #10: Stalled professional growth or role plateau
⛳ Scenario
An employee has stopped progressing in their role, showing little enthusiasm for new challenges or skill development opportunities. They perform tasks adequately but lack engagement, initiative, leadership training, or motivation to take on additional responsibilities.
😦 Possible causes
- Lack of career path clarity: They don’t see a future within the company
- Burnout: They feel mentally exhausted, leading to disengagement
- Inadequate recognition: Their efforts go unnoticed, making growth feel unrewarding
🏁 Action steps and timeline
1. Set up a personal development plan with SMART goals (Week 1-2)
- Solution: Work with the employee to create a personal development plan that includes SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals tied to their role. Focus on skill-building, leadership opportunities, or new project involvement
- Expectation: By week 2, they should have a structured growth plan with clear action steps
2. Offer job shadowing or cross-training opportunities (Week 2-6)
- Solution: Introduce job shadowing, mentorship, or cross-training in different departments to expand their skill set and reignite engagement. Provide exposure to potential career paths within the company
- Expectation: By week 6, the employee should report increased interest in career progression and skill development
3. Revisit progress and adjust development plan (Month 3)
- Solution: Conduct a one-on-one career discussion at the three-month mark to review progress, address roadblocks, and refine development goals based on their interests and performance
- Expectation: By month 3, they should show active participation in skill-building initiatives and renewed engagement in their role
📖 Read More: How to Find a Career Mentor for Professional Growth
Summarize this article for me pleaseHow to Create a Performance Improvement Plan in 3 Easy Steps
A PIP should provide a clear path forward, outlining where an employee is struggling, what success looks like, and how they’ll get there. Follow these three structured steps to build an effective plan.
1. Define the performance issue with specific examples
A vague or generalized PIP sets employees up for confusion. Instead, document clear, fact-based examples of underperformance.
How to do it:
- Use quantifiable data: Instead of “Misses deadlines often,” say “Missed 5 out of 8 deadlines in Q1”
- Reference specific instances: What happened, when, and how did it impact the team?
- Align it with company expectations: Tie the issue to job responsibilities or performance metrics
This ensures there’s no ambiguity about why the PIP is being created. To get this done efficiently, you can use a team management system that helps you track the tasks done. You can use multiple ClickUp features in unison here. The first one is ClickUp Tasks.
ClickUp Tasks
With ClickUp Tasks, you can:
- Assign actionable, clear, and well-defined tasks to your team
- Track task progress to understand your team’s performance
- Plan, organize, and collaborate seamlessly on any project
- Categorize tasks by priority and assignment
- Link related tasks and track progress with Custom Statuses
📮ClickUp Insight: Nearly 60% of workers respond to instant messages within 10 minutes. While these quick responses are often equated to efficiency, they disrupt focus and hinder deep work.
Centralize projects, tasks, and chat threads in ClickUp to streamline your interactions and reduce context switching. Get the information you need without sacrificing focus!
2. Set realistic and measurable improvement goals
Without clear success metrics, neither the employee nor the manager will know when progress is being made. Goals should be attainable, time-bound, and measurable.
How to do it:
- Align expectations with mentorship, training, or workflow adjustments to remove roadblocks
- Break down goals into 30, 60, or 90-day checkpoints to track incremental progress
- Use SMART criteria—goals should be Specific, Measurable, Achievable, Relevant, and Time-bound
ClickUp is the everything for work app that helps managers and professionals collaborate with their teams. From Task Management and Docs to Templates and Chat, it has all you need under one roof.
ClickUp Goals
You can use ClickUp Goals to set performance benchmarks, track progress with measurable targets, and provide visibility into ongoing improvements.
It helps you assign specific objectives, set deadlines, and link tasks directly to employee performance goals, ensuring accountability at every stage.
📌 Example: If the issue is missed deadlines, a clear goal could be: Increase task completion rate from 60% to 90% within 60 days, with weekly progress tracking through ClickUp Goals.
3. Define support systems and accountability measures
A PIP shouldn’t feel like a punishment—it’s a collaborative effort. Define who is responsible for tracking progress and what resources will be available to help.
How to do it:
- Document progress in a central location to track improvements over time
- Schedule regular check-ins (weekly or biweekly) for coaching and feedback
- Assign a mentor or manager to provide guidance and course corrections
This ensures the employee isn’t left to figure things out alone but has a structured system for proper training and growth.
4. Review performance regularly with data-driven insights
Tracking performance over time is key to determining whether the PIP is effective. Regular reviews help adjust goals, provide additional support, or recognize progress.
How to do it:
- Adjust goals as needed based on real-time progress tracking
- Assess progress at each milestone (30, 60, 90 days) to ensure improvements align with expectations
- Collect feedback from peers, mentors, and managers to evaluate behavioral and performance-based changes
ClickUp Dashboards
Want to get real-time insights into team performance?
Use ClickUp Dashboards to visualize performance trends, track completed vs. pending tasks, and ensure employees stay on track. Dashboards provide real-time insights so you can make informed decisions without micromanaging.
Learn how to build a custom Dashboard in ClickUp!👇
Bonus: Use a PIP template
A performance improvement plan is only effective if it’s structured, trackable, and goal-driven.
Use the ClickUp Performance Improvement Plan Template to document key performance issues, outline measurable improvement goals, and measure team performance progress in real time—all in one centralized workspace
Summarize this article for me pleaseBest Practices for Maintaining Motivation During a Performance Improvement Plan
A performance management plan can either be a motivating growth tool or a demotivating ultimatum—it all depends on how it’s structured and communicated.
Employees stay engaged when they feel supported. The key is to balance accountability with encouragement, ensuring the PIP drives improvement without creating unnecessary stress.
Here are some do’s and don’ts to keep employees motivated throughout the process:
| ✅ Do’s | ❌ Don’ts |
| Tailor the PIP to strengths. Align improvement areas with the employee’s skills and career path. | Avoid a one-size-fits-all approach. Generic PIPs feel impersonal and ineffective. |
| Integrate skill-building during the review period. Offer tools, courses, or mentoring to make improvement feel rewarding. | Don’t focus only on fixing weaknesses. Growth should feel like an opportunity, not a consequence. |
| Frame feedback around progress. Say, “Here’s how we’ll help you improve,” instead of “Here’s what you did wrong.” | Avoid rehashing past failures. Keep discussions forward-thinking and solution-oriented. |
| Use charts, milestones, or peer accountability for data processing and keeping employees invested. | Don’t rely only on check-ins. Employees should track their own growth too. |
| Tie employee’s progress to meaningful rewards. New projects, leadership roles, or recognition boost engagement. | Don’t assume motivation happens automatically. Employees need incentives to stay committed. |
🧠 Did You Know? A Gartner survey reveals that 84% of marketers experience high ‘collaboration drag’ from cross-functional work, which slows productivity and increases friction between teams.
Here’s how ClickUp can help implement the best practices:
- Communicate effectively: Proactively chat with your employees to sort out issues holding them back. Use ClickUp Chat to be encouraging over a personal chat
- Improve project management: Use a variety of ClickUp Views, such as a Gantt Chart, to visualize the progress of your employee improvement projects
- Improve time management: ClickUp Project Time Tracking features can help you identify an employee’s productivity trends. Use built-in timers to measure time spent on tasks and employ automatically generated reports to analyze time allocation across tasks
- Evaluate employee performance: Use ClickUp Brain to generate detailed reports on employee performance. Then present these reports using ClickUp Docs and share them with your employees and their mentors
Summarize this article for me pleasePrevent Performance Issues Before They Start with ClickUp
A performance improvement plan shouldn’t be the first step in employee enhancement. It should be adopted when ongoing support and guidance haven’t fully resolved performance challenges. Avoid reaching this stage by providing employees with clear expectations, structured workflows, and continuous feedback from day one.
With ClickUp, managers can streamline task management, set clear priorities, and track workloads, ensuring specific performance issues are addressed early on.
✅ Task management: Assign clear deadlines, priorities, and responsibilities.
✅ Goal tracking: Set measurable objectives to keep employees aligned.
✅ Real-time collaboration: Use Whiteboards and Docs to ensure clarity.
Sign up for ClickUp today and build a proactive, high-performing team!
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