The guide
Everything you need to know about the performance improvement plan (PIP) checklist
What Is the Performance Improvement Plan (PIP) Checklist?
A PIP checklist guides managers through creating and running a structured plan to help an underperforming employee improve. It covers documenting specific performance gaps, setting measurable expectations, defining a timeline, arranging support, and scheduling check-ins. A PIP is a serious step, so this checklist keeps it fair, specific, and well-documented, giving the employee a genuine chance to improve while protecting the organization if separation later becomes necessary.
Why Use a PIP Checklist
PIPs carry real legal and morale risk if handled poorly. Vague expectations, missing documentation, or no support turn a PIP into a formality that feels like a setup. A checklist ensures the plan states exactly what must improve, by when, and how success is measured, with support and regular check-ins built in. This makes the process fair and defensible, and genuinely gives capable employees a path back to good standing.
How to Use This PIP Checklist
Before starting, document the specific performance gaps with concrete examples and confirm expectations were previously communicated. Define measurable improvement targets, a realistic timeline (often 30 to 90 days), and the support you will provide. Meet the employee to explain the plan clearly and answer questions. Hold scheduled check-ins to track progress, document each one, and confirm the outcome at the end in writing.
