Get Performance Improvement Plan Template

The Performance Improvement Plan (PIP) template is a vital tool to help users document performance concerns, establish improvement goals, and outline support resources. This guide will provide a clear, step-by-step process to effectively complete the form online.

Follow the steps to complete your Performance Improvement Plan template.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'TO' field, insert the name of the person receiving the PIP. In the 'FROM' field, enter the name of the manager or supervisor who is creating the plan.
3. Input the date in the 'DATE' field to indicate when the PIP is being issued. Then, include the specific reasons in the 'RE' section, referencing the employee's name.
4. In the 'Areas of Concern' section, list the issues regarding the employee's performance. Be sure to explain how these deficiencies have affected coworkers and the organization.
5. Under 'Observations, Previous Discussions or Counseling,' summarize any prior discussions and dates when the issues were addressed.
6. Proceed to 'Step 1: Improvement Goals.' Identify and outline three specific goals related to each area of concern. Ensure these are clear and measurable.
7. In 'Step 2: Activity Goals,' link activities to each goal. For each activity, indicate how it will assist in achieving the corresponding improvement goal.
8. In 'Step 3: Resources,' list any available resources to help meet improvement goals, which might include training materials or mentorship.
9. If utilizing management support, identify ways the supervisor or manager will assist with improvement activities in the designated section.
10. In 'Step 4: Expectations,' outline the performance standards that need to be met. Ensure every expectation connects logically to the previously outlined goals.
11. Complete 'Step 5: Progress Checkpoints.' Create a schedule for evaluating the employee's improvement, including dates, types of follow-ups, and expected progress.
12. Set the timeline for improvement, recording any potential consequences of not meeting established goals. Make sure to clarify the duration of the PIP.
13. Finally, both the employee and the supervisor should sign and date the document in the 'Signatures' section to acknowledge understanding and agreement.
14. Once complete, save your changes, and you may choose to download, print, or share the form as needed.

Start completing the Performance Improvement Plan template online today!