Performance Improvement Plan Toolkit

Published: August 12, 2021

When a staff member is struggling in their role, a Performance Improvement Plan (PIP) can be enormously helpful. A PIP is a written plan with clear steps to help your staff member get to the expected level of performance for their role. It lays out the standard you need to see, the actions the staff member needs to take, and the support and oversight they will receive during the process.

This toolkit includes two resources: 1) a preparation worksheet for managers, which can be helpful whether or not you’re ready for a formal PIP; and 2) a template for a written Performance Improvement Plan you can fill in and share with your staff member.

Note: Be sure to check your HR policies or union agreements before you use or adapt this template. Some organizations outline specific steps for corrective action and may have their own forms.

google doc word doc


Check out the other resources in our Performance Problems series:

return to Performance Problems main page