Templates
📈 Performance Improvement Plan (PIP)
A PIP used purely to build a paper trail for dismissal is not a PIP. It is a sham process and it will be seen through. Use this template properly. Give the employee a real chance. Be specific about what needs to change and what support you are providing. If you are not willing to do that, a PIP is not the right tool.
Employee Details
Employee Name: _______________ Job Title: _______________ Department: _______________ Line Manager: _______________ HR Business Partner: _______________ PIP Start Date: _______________ Midpoint Review Date: _______________ PIP End Date: _______________
Background and Reason for the PIP
[Describe clearly and specifically why this PIP has been initiated. Reference prior conversations, warnings, or feedback that has already been given. Be factual. Avoid subjective language like poor attitude or not meeting expectations without backing it up.] Specific concerns include: [Issue 1, with dates and examples] [Issue 2, with dates and examples] [Reference to any prior informal or formal conversations already held]
Performance Objectives
The following objectives must be met by [end date]. Each one is specific, measurable, and achievable within the timeframe. Objective 1: [Clear, measurable target] How success will be measured: _______________ Deadline: _______________ Objective 2: [Clear, measurable target] How success will be measured: _______________ Deadline: _______________ Objective 3: [Clear, measurable target] How success will be measured: _______________ Deadline: _______________
Support and Resources
The following support will be provided during this PIP: [Training or coaching: what, when, and who delivers it] [Additional check-ins with the manager: frequency and format] [Access to tools, resources, or information the employee needs] [Any adjustment to workload or expectations during this period] The employee is encouraged to raise any barriers or additional support needs throughout the PIP.
Review and Monitoring
Progress will be reviewed at the following points: Week 2 Check-In: [Date] Brief review of early progress Midpoint Review: [Date] Formal review with written record Final Review: [Date] Outcome decision At each review, the manager will give honest feedback on progress. The employee will have the chance to share their perspective. Notes from each review will be written up and shared.
Possible Outcomes
At the end of the PIP period, one of three outcomes will apply: 1. Objectives met. The PIP concludes. Performance is confirmed as satisfactory. This will be confirmed in writing. 2. Significant progress but not fully achieved. The PIP may be extended by [X weeks] at the manager's discretion. 3. Objectives not met. A formal disciplinary hearing will be convened. This may result in a formal warning or dismissal. The employee has the right to be accompanied at any formal hearing by a colleague or trade union representative.
Signatures
Signing below confirms that both parties have read and understood this Performance Improvement Plan. It does not mean the employee agrees with the concerns raised. Employee Signature: _______________ Date: _______________ Line Manager Signature: _______________ Date: _______________ HR Signature: _______________ Date: _______________
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