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Managing performance

Performance improvement plan (PIP) template, with a written example

When to use a performance improvement plan instead of coaching, what the document needs, a 30/60/90-day template you can copy, a written example and how to keep progress on the record.

By the CLEAR Talent team11 min read

CLEAR Talent 1-on-1 schedule showing upcoming, completed and cancelled sessions with a per-person team overview

Key takeaways

  • A PIP is for a specific, evidenced and persistent gap that informal coaching has not closed — never for a problem the employee has not heard about.
  • Write objectives someone could verify: what, how much, by when and how it will be checked.
  • The support section matters as much as the objectives. A plan without help reads as a formality.
  • Check in at least weekly and share a short written summary after each meeting.
  • Employment law varies by country and state. Involve HR from the start and consult counsel before a PIP is issued or concluded.

Few documents in people management carry as much weight as a performance improvement plan. For the employee it can feel like the beginning of the end. For the manager it is often the first time months of concern have been written down. And for the organisation it may later be read by someone deciding whether the process was fair.

A good PIP is none of the things people fear. It is a short, specific, time-bound plan that says where someone’s work falls short, what good looks like, what help they will get and when progress will be reviewed — written so that success is genuinely possible. This guide covers when to use one instead of coaching, a 30/60/90-day template you can copy or download, a written example, the documentation cautions to take to HR and counsel, and how to keep progress visible with regular check-ins.

What a performance improvement plan is for

A performance improvement plan (PIP) is a formal, time-bound document for an employee whose work is not meeting the standard of their role. It names the gap with examples, sets a small number of measurable objectives, lists the support the organisation will provide and schedules review points before an end date.

Its honest purpose is improvement. A PIP gives someone a clear target and a fair chance to reach it, and gives the manager a structure for conversations that have often been put off. It frequently sits alongside a capability or disciplinary procedure, which is why it has to be written carefully — but a plan written only to build a paper trail tends to show it, and employees can tell.

If nobody could meet the plan as written, it is not an improvement plan.

When to use a PIP — and when coaching is the better tool

Most performance problems should never reach a PIP. Before you write one, check which situation you are actually in.

Coach first: the gap is new or has not been raised
If the employee would be surprised to hear there is a problem, the next step is a direct conversation and informal support, not a formal plan. A PIP should never be the first time someone learns their work is falling short.
Coach first: the expectation was never clear
Changed priorities, a new role or a manager who has not set out what good looks like are clarity problems. Write the expectation down, agree it and give it time to work.
Look further: something outside the work has changed
A sudden drop in performance can reflect health, caring responsibilities, workload or a team problem. Ask before you assume, and take HR advice if the employee raises a health condition or personal circumstances — the right response may be support or adjustments rather than a plan.
Consider a PIP: the gap is specific, evidenced and persistent
You have raised it more than once, documented examples, offered informal support and seen no sustained change. The expectation is reasonable for the role and is applied to others in the same role.
Use a different process: conduct, not capability
Misconduct is normally handled through a disciplinary process rather than a performance plan. Mixing the two confuses both, so check with HR which procedure applies.

A useful test: could you show the employee dated examples of the gap and at least one earlier conversation about it? If not, you are probably still in coaching territory.

What every PIP document needs

Checklist

PIP document checklist

Run through this before the plan is shared. Every item should be answerable from the document itself.

The basics

  • Employee, manager and HR contact named
  • Start date, check-in dates and end date
  • The role and the standard it is measured against

The gap

  • Two to four specific, dated examples of where work fell short
  • The earlier conversations and informal support already provided
  • What is going well — the plan is about the gap, not the whole person

The plan

  • Two or three objectives, each measurable and time-bound
  • How each objective will be checked, and by whom
  • The support the organisation commits to: training, coaching, tools or workload changes
  • The check-in schedule, with a written summary after each meeting

The outcome

  • What happens if the objectives are met, partly met or not met, in the terms your policy uses
  • Space for the employee’s comments and how to raise a concern
  • Acknowledgement that the employee has received the plan — not necessarily agreement with it

Your organisation’s policy decides the exact fields and wording. Treat this as a prompt for the conversation with HR, not a replacement for it.

A 30/60/90-day performance improvement plan template

Ninety days is a common length because it allows time to change a habit and time to show the change holds. The template splits it into three phases, each ending in a documented review. Replace every bracketed item with the specifics of your case.

Template

30/60/90-day PIP template

Two objectives is usually enough. Add a third only if it is genuinely separate from the first two.

30/60/90-day PIP template
ElementDays 1–30Days 31–60Days 61–90
Expectations
FocusUnderstand the gap; begin the agreed changesApply the changes consistently, with less supportSustain the standard independently
Objective 1[Specific, measurable first-month target][Higher or broader target][Full role standard, held for the whole phase]
Objective 2[Target][Target][Target]
Support
Manager check-insWeekly 1-on-1Weekly 1-on-1Weekly or fortnightly, as agreed
Other support[Training, shadowing, a named buddy, tools or workload changes][Continue, adjust or add support][Taper support as agreed]
Review
CheckpointDay-30 review; written summary sharedDay-60 review; written summary sharedDay-90 final review and outcome
Evidence[Work samples, figures or observations for each objective][Same measures, compared with day 30][Same measures across the whole plan]

The phase lengths are a common pattern, not a requirement — a shorter or longer plan can be appropriate, and your policy may set its own. Select the table to paste it into a document or spreadsheet, or download it below.

Download this template as a CSV file

Notice that support tapers while expectations rise. By the final phase the question is whether the employee can hold the standard without extra help, because that is what the role will ask of them once the plan ends.

A written PIP example

This is an illustrative example for a fictional employee, not a real case and not a model letter. It shows the level of specificity that makes a plan fair to both sides.

Role and gap
Sam is an operations coordinator who prepares weekly client reports. The standard is that reports are sent by 12:00 on Friday and need no factual corrections afterwards. Over the last quarter, five of twelve reports were late and four needed corrections; dated examples are attached. The manager raised this in 1-on-1s in two separate months, and Sam attended a refresher on the reporting tool. Sam’s client communication and work with the finance team are strong and are not part of this plan.
Objectives
First, send each weekly report by 12:00 on Friday: at least three of four on time in days 1–30, and every report on time from day 31. Second, reduce corrections: no more than one in days 1–30 and none after day 60. Both are checked from the report log.
Support
A 30-minute weekly 1-on-1; the manager reviews Thursday drafts for the first four weeks, then on request; a pre-send checklist agreed together in week one; and, because report preparation clashes with a Friday-morning client call, that call moves to the afternoon for the length of the plan.
Reviews and outcome
Written reviews on days 30, 60 and 90, each shared with Sam, who can add comments. If both objectives are met at day 90, the plan closes and Sam returns to the normal 1-on-1 rhythm. If not, next steps follow the organisation’s capability policy, a copy of which Sam has received.

The workload change in the support section is the detail most plans leave out — and often the one that makes improvement possible.

Running the check-ins

Weekly check-ins are where a PIP succeeds or fails. They stop the plan becoming a 90-day wait for a verdict, and they give the employee a chance to show progress while there is still time to adjust the support.

Keep each one short and structured: progress against each objective with the evidence for it, what helped and what got in the way, any change to support, and what happens before the next meeting. Write it up the same day and share it. When progress is good, say so plainly and put that on the record too — a plan that documents only shortfalls is not a fair record of what happened.

Tracking PIP progress with continuous check-ins in CLEAR Talent

CLEAR Talent does not have a dedicated PIP workflow, and the formal plan, acknowledgements and any outcome letters belong in your HR record-keeping process. What it provides is the continuous record a fair plan depends on — before, during and after the 90 days.

Weekly 1-on-1s are booked from the manager’s own 1-on-1 schedule, which tracks upcoming, completed and cancelled sessions and flags anyone without a next session booked. Coaching agreed in each meeting is recorded as a development note linked to that 1-on-1, and development notes can be kept private. Between meetings, the performance journal holds observations, achievements and incidents as they happen, each tagged to the competencies it evidences — the improvements as well as the shortfalls.

If the plan’s objectives are also set up as goals, check-ins against each goal keep progress current, and goals falling behind are flagged from pace and check-in signals while there is still time to change the support. Changes to goals and ratings are written to an audit trail, so the history is visible if a decision is questioned later.

The same record is most valuable before a PIP is ever needed. A gap that is raised early, coached in regular 1-on-1s and tracked as it goes is far more likely to be resolved at the coaching stage.

See continuous performance management in CLEAR Talent

Frequently asked questions

How long should a performance improvement plan last?
Thirty, sixty and ninety days are all common. The plan should be long enough for the employee to change how they work and show the change holds, and it should reflect how often the relevant work happens: a monthly task needs a longer plan than a daily one. Check whether your policy or local rules set a length, and agree any extension in writing before the original end date.
Is a PIP a step towards dismissal?
It should not be designed as one. A fair PIP is written so that success is genuinely achievable, and a plan whose objectives are met should be closed cleanly and recorded as such. A PIP may form part of a capability process that can end in dismissal, which is why HR should be involved from the start and counsel consulted before any decision at the end of a plan.
What if the employee will not sign the PIP?
A signature usually confirms receipt, not agreement, and the document can say so. If the employee declines to sign, note the date the plan was given and discussed, invite written comments to be kept with it and take HR advice on the next step. Do not pressure anyone to sign.
What if performance improves and then slips after the plan ends?
Raise it early, in the normal 1-on-1 rhythm and with specific examples, as you would any other gap. Whether a new plan is appropriate, and how the earlier one is taken into account, depends on your policy and the circumstances — take HR advice rather than reopening the old plan informally.
Should the employee have input into the plan?
Yes. The gap and the standard are the manager’s to set, but the employee should be able to comment on the examples, suggest support that would help and point out obstacles the manager may not see. A plan the employee has helped shape is more likely to be one they can meet.

See how this works in practice

Book a walkthrough focused on your review cycle, your goal structure, and the decisions your managers actually have to make.