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Run: PIP Performance Improvement Plan Form

Use this PIP Performance Improvement Plan Form to document performance concerns, set measurable improvement goals, and track coaching, milestones, and final ...

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Employee and Plan Details

Employee Name (required)

Employee ID

Optional internal identifier if your organization uses one.

Department (required)

Manager Name (required)

Plan Start Date (required)

Plan End Date (required)

Plan Type (required)

Performance Concerns

Summary of Performance Concerns (required)

Describe the gap between expected and actual performance using observable examples.

Impact on Team or Business (required)

Explain how the concern affects quality, timelines, customers, compliance, or team productivity.

Examples of Specific Incidents (required)

Primary Performance Area (required)

Improvement Criteria and Milestones

Improvement Goals (required)

Milestone Review Dates (required)

Success Criteria (required)

State the measurable standard the employee must meet by the end of the plan.

How Progress Will Be Measured (required)

Describe the source of truth for evaluation, such as QA checks, attendance records, customer feedback, or project deliverables.

Coaching and Support

Support Provided (required)

Support Details (required)

Describe the coaching, resources, or accommodations provided, including dates where relevant.

Employee Acknowledges Support and Expectations (required)

Confirm that the employee has been informed of the expectations, support, and review process.

Yes No N/A

Reasonable Accommodation Requested? (required)

Accommodation Details (required)

Describe the accommodation request and any next steps. Collect only the minimum necessary information.

Final Review and Outcome

Final Review Date (required)

Outcome (required)

Final Summary (required)

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 (required)

Employee Signature

Optional acknowledgment signature where permitted by policy.

Get your results

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Email (required)

Your name (optional)

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