PIP Performance Improvement Plan Template

Structured performance improvement plan for documenting expectations, coaching cadence, measurable outcomes, and consequences.

Performance Concerns

• Role Expectations Not Being Met
  Describe the specific responsibilities, standards, or deliverables that are not being met.
• Observable Examples
  List 3-5 concrete examples with dates, situations, and outcomes.
• Business Impact
  Explain how the performance gap affects customers, team members, timelines, quality, or results.
• Potential Root Causes
  Capture any known contributing factors that may be affecting performance.

Improvement Expectations and SMART Goals

• Improvement Goals
  Set measurable goals for the improvement period.
• Success Criteria
  Describe what successful improvement looks like in observable terms.
• Measurement Method
  Explain how progress will be measured and by whom.

Coaching and Support Plan

• Coaching Cadence
  How often coaching check-ins will occur.
• Support and Resources
  List the training, tools, shadowing, or process support that will be provided.
• Employee Commitments
  Document the actions the employee agrees to take during the plan.

Timeline, Checkpoints, and Consequences

• Plan Start Date
  Date the improvement plan begins.
• Plan End Date
  Date the improvement plan ends and final review occurs.
• Checkpoint Schedule
  List the scheduled review dates and what will be reviewed at each checkpoint.
• Consequences if Improvement Is Not Met
  Document the next steps if the employee does not meet the plan requirements.

Acknowledgement and Summary

• Employee Comments
  Optional employee response or comments on the plan.
• Manager Summary
  Summarize the overall performance concern, support plan, and expected outcome.
• Employee Signature
  Employee acknowledgement of the plan.
• Manager Signature
  Manager approval and acknowledgement.