# Performance Improvement Plan (PIP) Template Source: https://nerix.ai/templates/performance-improvement-plan Help an employee get back on track: the gap, clear goals with dates, support and review meetings. Before you send it Employment law differs by country and contract: some places require a fair process, a right to be accompanied, or written notice before a plan or dismissal. Check the rules and your own policy first. Keep the plan factual, fair and supportive. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/performance-improvement-plan) ### Performance improvement plan **Company:** Brightwater Analytics **Employee:** Tomás Ruiz **Job title:** Support Specialist **Manager:** Leila Haddad **Plan period:** 1 March 2027 to 30 April 2027 The purpose of this plan is to help Tomás Ruiz reach the standard needed in the job. It sets out what is expected, what support is given and how progress will be reviewed. ## 1. The concern In the last three months, 11 of 40 support tickets were closed after the 48 hour target, and two customers complained about missed replies. ## 2. The standard expected Reply to every ticket within 24 hours and close 90 percent of tickets within 48 hours. ## 3. Goals and dates By 1 April: 80 percent of tickets closed within 48 hours. By 30 April: 90 percent within 48 hours and no missed replies. ## 4. Support we will give Two training sessions on the ticket system A weekly 30 minute coaching meeting A buddy for difficult cases ## 5. Review meetings We will meet Every Monday at 10:00 for 30 minutes . After each meeting the manager writes down what was discussed and gives a copy to the employee. ## 6. What the employee is asked to do - Work towards the goals above and tell the manager early about any obstacle. - Come to the review meetings and say what help is needed. - Say if something outside work affects performance, so that we can see what support is possible. ## 7. What happens at the end If the goals are met, the plan ends and normal reviews continue. If they are not, we will meet to decide the next step, which can include an extension or further action under the contract. ## Agreement Both people have read this plan and had the chance to comment. The employee's signature shows that it has been discussed, not that they agree with every point. Employee comments: ____________________________________________ Manager: ______________ Date: ______________ Employee: ______________ Date: ______________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for A performance improvement plan (PIP) template: the concern, expected standard, goals with dates, support, check-in meetings and the outcome. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 12 details. The document fills itself in as you type. - ### Company name For example: Brightwater Analytics - ### Employee For example: Tomás Ruiz - ### Job title For example: Support Specialist - ### Manager For example: Leila Haddad - ### Plan starts For example: 1 March 2027 - ### Plan ends For example: 30 April 2027 - ### The concern Facts, dates and numbers, not opinions. Say what was already talked about. For example: In the last three months, 11 of 40 support tickets were closed after the 48 hour target, and two customers complained about missed replies. - ### The standard expected For example: Reply to every ticket within 24 hours and close 90 percent of tickets within 48 hours. - ### Goals and dates One measurable goal per line, each with a date. For example: By 1 April: 80 percent of tickets closed within 48 hours. By 30 April: 90 percent within 48 hours and no missed replies. - ### Support from the company For example: Two training sessions on the ticket system A weekly 30 minute coaching meeting A buddy for difficult cases - ### Review meetings For example: Every Monday at 10:00 for 30 minutes - ### What happens at the end Be honest about the possible outcomes, in line with the contract and local law. For example: If the goals are met, the plan ends and normal reviews continue. If they are not, we will meet to decide the next step, which can include an extension or further action under the contract. People and HR ## What is inside The parts of this document, in order. - 1 1. The concern - 2 2. The standard expected - 3 3. Goals and dates - 4 4. Support we will give - 5 5. Review meetings - 6 6. What the employee is asked to do - 7 7. What happens at the end - 8 Agreement Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=performance-improvement-plan) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 12 details, starting with Company name, Employee, Job title, Manager, Plan starts. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Employment law differs by country and contract: some places require a fair process, a right to be accompanied, or written notice before a plan or dismissal. Check the rules and your own policy first. Keep the plan factual, fair and supportive. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. Templates ## More in People and HR - [30 60 90 day plan Turn the first three months of a new role into clear goals, people to meet and check-ins. People and HR](https://nerix.ai/templates/thirty-sixty-ninety-day-plan) - [360 degree feedback form Gather ratings and comments about one person from the people who work with them, then use them to grow. 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People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr)