Performance Improvement Plan (PIP)


The Performance Improvement Plan (PIP) process is destined for all sorts of teams where you can plan out the steps to improve a coworker’s performance and keep track of it in specific phases within the process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Requester
  2. Email
  3. Who’s in need of a PIP? (Name)
  4. Department
  6. Attachments

PIP plan

  1. Performance discrepancy or gap description
  2. Actual performance description
  3. Consequences description
  4. Expected performance description
  5. Clear steps and goals to achieve with this PIP
  6. Attachments


  1. Was the plan approved by all the involved parties?
    • Yes
    • No
  2. PIP implementation stakeholders
  3. Implementation start date
  4. Implementation end date
  5. Is the plan ready for implementation?
    • Yes
    • No


  1. Comments on PIP progress
  2. Reports
  3. Was the implementation completed?
    1. Yes
    2. No

Post-PIP review

  1. How successful was the implementation?
    • -2
    • -1
    • 0
    • 1
    • 2
  2. Are there new skills deficiencies?
    • Yes
    • No
  4. Fellow’s review in collaboration with the Success team
  5. Final outcome



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