PIP Performance Improvement Plan Form

A structured form for documenting a performance improvement plan, including performance criteria, improvement duration, coaching support, milestones, and final outcomes.

Employee and Plan Details

• Employee Name
• Employee ID
  Optional if your HR system already links the employee record. Avoid collecting additional PII unless needed.
• Manager Name
• Department
• Plan Start Date
• Plan End Date
• Review Frequency

Performance Concerns

• Primary Performance Area
• If Other, specify the performance area
• Performance Concern Summary
  Describe the specific issue, the expected standard, and the impact on the team or business.
• Specific Examples
  Add observable examples with dates, context, and impact.

Improvement Criteria and Milestones

• Success Criteria
  State the measurable outcomes the employee must achieve by the end of the plan.
• Milestones
  List interim checkpoints with target dates and expected outcomes.
• How Progress Will Be Measured

Coaching and Support

• Coaching and Support Provided
• Support Details
  Describe who will provide support, what will be provided, and the expected cadence.
• ADA Reasonable Accommodation Requested?
  If yes, route to the appropriate interactive process. Do not collect medical details unless required by policy and law.
• Accommodation Notes
  Document the request at a high level and any next steps. Keep PII and health-related information to the minimum necessary.

Acknowledgement and Outcome

• Employee Acknowledgement
• Employee Comments
• Final Outcome
• Final Review Date