The Complete PIP Toolkit

A performance concern is on your desk, and you want to handle it fairly and document it well. Here is your plan.

Whether you are an HR generalist, a manager, or a small business owner with no HR department, this toolkit gives you a clear process, a ready-to-use plan template, plain wording for the hard conversations, and a tracker to keep you on schedule.

WHAT'S INSIDE (10 files)

00 Start Here: where to begin and what each file is for

01 PIP Guide: when a PIP fits, the steps from first concern to outcome, special situations, and common problems

02 Pre-PIP Review Checklist (Excel): review questions to answer before you start, with a count that tells you when to slow down and get help

03 PIP Template: an editable plan with measurable standards, a support section and sample goals for five common situations

04 Meeting Scripts: the first meeting, check-ins, mid-point and final reviews, both outcomes, and ten pushback situations

05 Email Templates: 16 emails for each stage of a plan

06 Decision Guide: a question-by-question guide to whether a PIP is the right next step

07 PIP Progress Tracker (Excel): enter a start date and a length, and check-in dates, days remaining and progress update

08 Example PIP (Word) and Example PIP Tracker (Excel): a fully fictional case so you can see how they work

WHO IT'S FOR

HR professionals new to performance plans or handling them alone. Managers and small business owners without an HR team. Anyone who wants a consistent, well-documented process.

HOW IT WORKS

Instant download. Word and Excel files you can edit and reuse. Work through the Decision Guide and checklist, complete the template, prepare with the scripts, and track the plan in the workbook.

GOOD TO KNOW

This toolkit is educational and is not legal advice. A PIP does not protect an organization from a claim, and no template 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.

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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