HR Performance Improvement Plan

Sample meeting agenda for discussing corrective action with a struggling employee

Use or customize this template

Using templates in Hugo enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.

Use template in Hugo

Still using Microsoft Word or Google Docs?

TEMPLATE BY
at
Hugo

Alignment - State the Problem

Describe the performance deficiencies.

Improvement Plan 

Review the predefined improvement plan. (Optional: Solicit feedback) 

Resources

What resources (if any) are needed to put this plan into action? Identify resources.

Evaluation Process & Timeline

How will we evaluate progress on the PIP? Define timelines and procedures.

Setting Expectations

Explain potential outcomes and consequences of accomplishing (or failing to achieve) the goals set out by the PIP.

Questions, Comments, Concerns

Time for clarifying questions. Ensure everything is clear.

Action items:

Notes:


How to use this template for your next 

HR Performance Improvement Plan

The performance improvement plan (PIP) meeting isn’t going to be your most fun meeting. But you can make sure you maximize this meeting with the right structure using this template. 

The PIP is invaluable in helping ensure that your company is following the right processes and communicating corrective action to struggling employees. If it turns out that the employee needs to be let go, a properly executed PIP is a critical protection against liability. But more than that, the PIP can turn an underperforming employee into a valuable contributor. 

Moreover, the PIP meeting is key to ensure the plan and the organization’s expectations are clearly communicated to the employee. This meeting can also help create a more collaborative approach to the PIP because it allows you to solicit feedback on the plan.

Similar meeting templates

Try all features for FREE with unlimited users for 21 Days
Try all features for FREE with unlimited users for 21 Days
After your free trial, you can upgrade to keep your Pro features, or use the Basic plan for free. Free forever up to 10 users.