FREE - PIP PRE-FLIGHT CHECKLIST

Your manager or executive wants an employee on a PIP, and you want to handle it fairly and document it well. Start here.

This free checklist gives you seven quick checks to run before you write the plan or schedule the meeting. Each one is a set of yes-or-no questions, so you can see in about five minutes where you are ready and where you need to slow down.

WHAT'S INSIDE

A 4-page PDF checklist with tick boxes you can print or fill in

Check 1: recent complaints, leave, accommodation requests or other protected activity

Check 2: the record so far, including reviews, coaching notes and examples

Check 3: whether others in similar situations were treated the same way

Check 4: whether each goal is specific and measurable

Check 5: whether the manager is ready for the conversation

Check 6: timing

Check 7: your communication and follow-up plan

A short guide to what your answers suggest, and a list of red flags worth a second look

WHO IT'S FOR

HR professionals, managers and small business owners who are about to start a performance plan and want a clear way to check their preparation first.

GOOD TO KNOW

This checklist is educational and is not legal advice. A PIP does not protect an organization from a claim, and no checklist can promise a result. Laws and policies vary by state and employer size. If the employee has raised a complaint, taken or asked for leave, or asked for an accommodation, or if the situation is serious or unclear, speak with an employment attorney before you act.

WANT THE FULL PROCESS?

The Complete PIP Toolkit adds a PIP guide, a Pre-PIP review checklist in Excel, an editable PIP template, meeting scripts, 16 email templates, a decision guide and a progress tracker. Find it on this store.

ABOUT MAYA HARRISON

Maya Harrison is an HR consultant with more than 20 years of experience in employee relations and workplace investigations, and the creator behind ThePluggedHub. Real HR. Real Solutions. Real Talk.

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