Resource
DocumentPIP
Template
Use this document to structure a clear performance improvement plan with concerns, goals, activities, resources, checkpoints, and signatures.
Preview the template
LockedPIP Template
A performance-management document for outlining underperformance, the path to improvement, and the checkpoints that make the process clear and fair.
Clear Concerns
Document the specific areas of underperformance so the rep understands what needs to change.
Improvement Plan
Define the goals, activities, and expectations that create a reasonable path back to healthy performance.
Support Structure
Include the trainings, tools, and resources that give the rep a fair chance to improve.
Checkpoints and Signoff
Make the timeline, follow-up dates, and accountability clear for both the manager and the rep.
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What This Helps You Do
Handle underperformance with more clarity and fairness
Transparent Process
Show the rep exactly where performance is off and what success looks like from here.
Clear Expectations
Translate performance issues into concrete goals, activities, and actions within the rep’s control.
Better Decisions
Create a cleaner path to either improvement or a justified decision to part ways.
FAQ
Before you open the resource
What is the PIP Template used for?
It is used to document specific underperformance, define improvement goals, and outline the actions and support needed for a rep to get back to healthy performance.
Why use a PIP instead of handling it informally?
Because a structured plan makes expectations, support, and timelines clearer. That gives the rep a fair chance to improve and gives the manager a more transparent process.
What should a good PIP include?
A good PIP should include the areas of concern, improvement goals, activity goals, resources, actionable expectations, progress checkpoints, and clear timeline details with signatures.