Performance Improvement Plan (PIP)

Template

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

  • 5. Comments

  • 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

Approval

  • 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

Implementation

  • 1. Comments on PIP progress

  • 2. Reports

  • 3. Was the implementation completed?

    • Yes
    • No

Post-PIP review

  • 1. How successful was the implementation?

    • -2
    • -1
    • 0
    • 1
    • 2
  • 2. Are there new skills deficiencies?

    • Yes
    • No
  • 3. Comments

  • 4. Fellow's review in collaboration with the Success team

  • 5. Final outcome

Done

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