PIP Performance Improvement Plan Form

A structured form for documenting a Performance Improvement Plan, including performance concerns, improvement criteria, coaching support, milestones, review dates, and final outcomes.

Employee and Plan Details

• Employee Name
• Employee ID
  Optional internal identifier if your organization uses one.
• Department
• Manager Name
• Plan Start Date
• Plan End Date
• Plan Type

Performance Concerns

• Summary of Performance Concerns
  Describe the gap between expected and actual performance using observable examples.
• Impact on Team or Business
  Explain how the concern affects quality, timelines, customers, compliance, or team productivity.
• Examples of Specific Incidents
• Primary Performance Area

Improvement Criteria and Milestones

• Improvement Goals
• Milestone Review Dates
• Success Criteria
  State the measurable standard the employee must meet by the end of the plan.
• How Progress Will Be Measured
  Describe the source of truth for evaluation, such as QA checks, attendance records, customer feedback, or project deliverables.

Coaching and Support

• Support Provided
• Support Details
  Describe the coaching, resources, or accommodations provided, including dates where relevant.
• Employee Acknowledges Support and Expectations
  Confirm that the employee has been informed of the expectations, support, and review process.
• Reasonable Accommodation Requested?
• Accommodation Details
  Describe the accommodation request and any next steps. Collect only the minimum necessary information.

Final Review and Outcome

• Final Review Date
• Outcome
• Final Summary
  Summarize the final assessment, referencing the documented criteria and review dates.
• Next Steps
  Document any follow-up actions, transitions, or additional review requirements.
• Manager Signature
• Employee Signature
  Optional acknowledgment signature where permitted by policy.