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Run: PIP Performance Improvement Plan Template

A PIP Performance Improvement Plan Template for documenting performance concerns, SMART goals, coaching cadence, and consequences. Use it to set clear expect...

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Performance Concerns

Role Expectations Not Being Met (required)

Describe the specific responsibilities, standards, or deliverables that are not being met.

Observable Examples (required)

List 3-5 concrete examples with dates, situations, and outcomes.

Business Impact (required)

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 (required)

Set measurable goals for the improvement period.

Success Criteria (required)

Describe what successful improvement looks like in observable terms.

Measurement Method (required)

Explain how progress will be measured and by whom.

Coaching and Support Plan

Coaching Cadence (required)

How often coaching check-ins will occur.

Support and Resources (required)

List the training, tools, shadowing, or process support that will be provided.

Employee Commitments (required)

Document the actions the employee agrees to take during the plan.

Timeline, Checkpoints, and Consequences

Plan Start Date (required)

Date the improvement plan begins.

Plan End Date (required)

Date the improvement plan ends and final review occurs.

Checkpoint Schedule (required)

List the scheduled review dates and what will be reviewed at each checkpoint.

Consequences if Improvement Is Not Met (required)

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 (required)

Summarize the overall performance concern, support plan, and expected outcome.

Employee Signature (required)

Employee acknowledgement of the plan.

Manager Signature (required)

Manager approval and acknowledgement.

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