{"id":88985,"date":"2022-02-19T06:01:23","date_gmt":"2022-02-19T06:01:23","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=88985"},"modified":"2024-12-16T08:51:18","modified_gmt":"2024-12-16T08:51:18","slug":"performance-improvement-plan-templates","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/task-management\/performance-improvement-plan-templates\/","title":{"rendered":"Best performance improvement plan (PIP) templates"},"content":{"rendered":"<p>Giving feedback to employees is a crucial part of improving your <a href=\"https:\/\/monday.com\/blog\/teamwork\/5-ways-to-improve-team-performance\/\" target=\"_blank\" rel=\"noopener\">team\u2019s productivity<\/a>. Especially if a particular employee is consistently failing to meet the mark, whether they\u2019re failing to meet deadlines or their standard of work is dropping, a negative trend in job performance needs to be addressed.<\/p>\n<p>But sometimes, nothing seems to change even after you\u2019ve spoken to them multiple times about their behavior. What then? That\u2019s where a performance improvement plan comes in.<\/p>\n<p>In this article, we\u2019ll share our custom-made performance improvement plan template, so you can start giving your employees the direct guidance they need. We\u2019ll even break down exactly how to use the template to get your employees back on track.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10050640\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>What is a performance improvement plan template?<\/h2>\n<p style=\"text-align: center;\">A performance improvement plan (PIP) template helps you lay out something also known as a performance action plan, which is a corrective strategy for dealing with employees\u2019 recurring behavioral or performance issues. This plan is a procedure and a document that details <a href=\"https:\/\/monday.com\/blog\/project-management\/corrective-action-plan-template\/\" target=\"_blank\" rel=\"noopener\">corrective actions<\/a>. It provides resources and sets an expected outcome timeline for underperforming employees.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/08\/Performance_Improvement_Plan-1.xlsx\" rel=\"\">Download Excel template<\/a><\/p>\n<p>A performance improvement plan template typically includes:<\/p>\n<ul>\n<li>Corrective actions<\/li>\n<li>Resources<\/li>\n<li>Timelines<\/li>\n<li>Consequences of failing to meet your company\u2019s stipulations<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94445 size-full\" title=\"Performance Improvement Plan Template\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template.png\" alt=\"Screenshot of performance improvement plan template\" width=\"1999\" height=\"1036\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template.png 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template-300x155.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template-1024x531.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template-768x398.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Performance-Improvement-Plan-Template-1536x796.png 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>A <a href=\"https:\/\/monday.com\/blog\/project-management\/action-plan-template\/\" target=\"_blank\" rel=\"noopener\">performance action plan<\/a> holds employees accountable if they are unable to meet an acceptable standard of performance as laid out in their job description. If an employee fails to meet the PIP\u2019s expectations within the specified time-frame \u2014 usually 30, 60, or 90 days \u2014 and fails to improve their work performance, the PIP lays out explicit repercussions. This includes possible termination of their employment.<\/p>\n<h2>Why use a performance improvement plan template?<\/h2>\n<p>There are many benefits to using an improvement template plan for your business. Templates are fully customizable and help you address each employee\u2019s underperformance issues.<\/p>\n<h3>Gives employees a chance to succeed<\/h3>\n<p>While a performance improvement plan can be nerve-wracking for employees, it should ultimately be designed and presented in order to give them an opportunity to succeed and a clear roadmap for doing so.<\/p>\n<p>One of the main benefits of a performance improvement plan is that it constructively boosts employee performance. You should describe exactly how an employee is failing to meet company expectations and give them the guidance and resources to change their habits. That way, they\u2019re significantly more likely to succeed than if such guidance was never provided.<\/p>\n<h3>Prevents high turnover rates<\/h3>\n<p>The right performance improvement plan template will help you give underperforming employees the <a href=\"https:\/\/monday.com\/blog\/teamwork\/give-constructive-feedback-employees\/\" target=\"_blank\" rel=\"noopener\">constructive feedback<\/a> they need to improve their performance. It acts as a wake-up call for underperforming employees so that they can change their actions and hopefully prevent termination.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">When used effectively and consistently, PIPs can help all underperforming staff members of a business \u200cthrive in their current roles.<span><\/span><\/a>\n<p>By using a performance improvement plan, your business stands to save the resource drains and high turnover expenses associated with hiring new employees. On average, a single new hire can cost your business <a href=\"https:\/\/www.shrm.org\/ResourcesAndTools\/business-solutions\/Documents\/Talent-Acquisition-Report-All-Industries-All-FTEs.pdf\" target=\"_blank\" rel=\"nofollow noopener\">$4,425<\/a>.<\/p>\n<h3>Promotes good communication<\/h3>\n<p>A performance action plan serves as an <a href=\"https:\/\/monday.com\/s\/better-team-communication\" target=\"_blank\" rel=\"noopener\">effective workplace communication tool<\/a>. It provides simple, clear, and concise documents and standards of accountability that your employees can refer to. In this way, it goes beyond the conventional disciplinary write-up. Rather, it gives employees a real chance to better themselves and excel in their positions.<\/p>\n<h3>Sets clear expectations for employees<\/h3>\n<p>Using a performance improvement plan template may improve the quality of the relationships between staff and leadership personnel. By setting clear expectations with a detailed performance improvement plan, there is greater transparency between management and employees.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10050640\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>What are some examples of performance improvement plan templates?<\/h2>\n<p>There are many situations where it\u2019s appropriate to use a performance improvement plan, including customer complaints, missed deadlines, and general poor performance.<\/p>\n<h3>PIP templates for poor employee performance<\/h3>\n<p>Poor employee performance can encompass many different areas for improvement and the context that surrounds it.. For example, maybe an employee has performed well in the past, and their performance issue has only developed recently. Or it could be that they\u2019ve gotten off to a rough start in a new role.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0Reason<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Goal<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Action<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Criteria for Assessment<\/th>\n<\/tr>\n<tr>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Employee displays low productivity rates and motivation.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Improvements in employee\u2019s productivity and attitude towards work.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Employee should undergo time management and productivity training. Deadlines should be set to ensure that company goals are reached.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Regular analysis of employee\u2019s productivity and performance.<br \/>\nAssessment of the amount of time the employee is spending on work, and a comparison of these hours to past hours.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>You might even have an employee who produces noticeably lower quality work than other workers. Maybe they are facing personal challenges, and you can no longer accommodate them.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<th style=\"width: 150px; line-height: 23px;\">\u00a0Reason<\/th>\n<th style=\"width: 150px; line-height: 23px;\">\u00a0 Goal<\/th>\n<th style=\"width: 175px; line-height: 23px;\">\u00a0 Action<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Criteria for Assessment<\/th>\n<\/tr>\n<tr>\n<td style=\"width: 150px; line-height: 23px; vertical-align: text-top;\">Employee\u00a0produces\u00a0work of unsatisfactory quality.<\/td>\n<td style=\"width: 150px; line-height: 23px; vertical-align: text-top;\">Improvements in employee\u2019s ability to meet deadlines and minimize the number of errors in their work.<\/td>\n<td style=\"width: 150px; line-height: 23px; vertical-align: text-top;\">Employee\u00a0should be provided with a timesheet of their working hours, and should follow it closely. Their work should also be monitored by a team leader.<\/td>\n<td style=\"width: 150px; line-height: 23px; vertical-align: text-top;\">Analysis of the number of deadlines met on time.<br \/>\nAssessment sheet of the employee\u2019s work quality and reports of errors from a supervisor or team leader.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>The final variable is if a worker is displaying unacceptable workplace behavior towards fellow employees.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0Reason<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Goal<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Action<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Criteria for Assessment<\/th>\n<\/tr>\n<tr>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Employee is behaving inappropriately in the workplace.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Improvements in the employee\u2019s ability to communicate with their coworkers and elimination of unwanted behaviors and insubordination.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Employee\u00a0should undergo communication training, team-building activities, and behavior correctional counseling.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Positive feedback from coworkers and superiors on employee\u2019s conduct and communication at work.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3>PIP templates following customer complaints<\/h3>\n<p>When customers are complaining about poor performance or service from an employee, it\u2019s crucial that you address the issue quickly. You don\u2019t want to ruin your company\u2019s good reputation.<\/p>\n<table border=\"1\">\n<tbody>\n<tr>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0Reason<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Goal<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Action<\/th>\n<th style=\"width: 200px; line-height: 23px;\">\u00a0 Criteria for Assessment<\/th>\n<\/tr>\n<tr>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Customers are complaining about poor service from an employee.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Improvements in customer service, communication, and product and service knowledge.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Employee\u00a0should undergo training sessions on customer communication and study the company\u2019s product and service catalog to improve their knowledge.<\/td>\n<td style=\"width: 200px; line-height: 23px; vertical-align: text-top;\">Testing on employee\u2019s knowledge of the company\u2019s core offerings.<\/p>\n<p>Customer satisfaction scale ratings.<\/p>\n<p>Review of recorded calls and interactions.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h2>monday.com\u2019s performance improvement plan template<\/h2>\n<p>monday.com\u2019s performance improvement plan template is all you need to create concise and effective PIPs. The template is fully customizable, so you can edit it to completely suit the needs and goals of your organization. Since they\u2019re digital and hosted in the cloud, you can easily share them with managers, teams, and employees anywhere in the world. It also means that your managers have instant access to the performance improvement data whenever they need it.<\/p>\n<blockquote><p>Within the monday.com Work OS, you can also create timelines and step-by-step processes based on your performance improvement plan in order to set milestones and track the performance of employees.<\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94450 size-full\" title=\"PIP Kanban View\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View.png\" alt=\"Kanban view of PIP template\" width=\"1999\" height=\"1036\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View.png 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View-300x155.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View-1024x531.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View-768x398.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/PIP-Kanban-View-1536x796.png 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>With fully customizable tables and custom automation rules, you can create an efficient workflow for getting your employees back on track. You can even set up a board that gives you a birds-eye view of the long-term performance of different employees.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94455 size-full\" title=\"monday.com feedback tracker\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker.png\" alt=\"using monday.com to track employee feedback\" width=\"1642\" height=\"762\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker.png 1642w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker-300x139.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker-1024x475.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker-768x356.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/monday.com-feedback-tracker-1536x713.png 1536w\" sizes=\"(max-width: 1642px) 100vw, 1642px\" \/><\/p>\n<p>You can also use our native integrations to track employee performance in real-time, for example, the percentage of resolved customer <a href=\"https:\/\/monday.com\/blog\/service\/best-help-desk-software\/\">tickets in your help desk<\/a>.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10050640\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>Performance improvement plan template tips and tricks<\/h2>\n<p>Here are our top tips and tricks for creating effective performance action plans that improve your organization at every level.<\/p>\n<h3>Clearly communicate your expectations<\/h3>\n<p>Ensure that your employees understand why improvement is needed and what\u2019s expected of them. Explain to them why a performance improvement plan is needed and how their work is failing to meet expectations. Clearly detail what your ideals are, and ask them for feedback so that you both agree on the goals that have been laid out.<\/p>\n<h3>Have employees lead the conversation<\/h3>\n<p>Ask your underperforming employees for input as to how their progress should be improved. Work with them to define what the success of the PIP should look like, and the interventions that they feel would be most appropriate and effective to give them the opportunity to succeed.<\/p>\n<h3>Create realistic and measurable objectives<\/h3>\n<p>It\u2019s unrealistic to expect an employee that struggles to meet deadlines to change this issue in a day or a week. A more realistic approach would be to set incremental goals \u2014 to gradually improve their ability to meet deadlines over the quarter. You must also provide them with relevant training, so they have the necessary resources to succeed.<\/p>\n<h3>Schedule regular check-ins<\/h3>\n<p>It\u2019s important to check in with your employees to ensure that they are working towards the PIP\u2019s goals, that they understand these goals and how to reach them, and that they have the resources and guidance they need to do so. Make it known that they are always welcome to ask questions if there are any aspects of the plan that they are unsure of.<\/p>\n<h3>Make sure that everything is in writing<\/h3>\n<p>Using <a href=\"https:\/\/monday.com\/templates\/\" target=\"_blank\" rel=\"noopener\">templates from monday.com<\/a> will help to ensure that you have your performance improvement plan in writing and that it can be referred back to at any time. Our platform also allows you to track how your employees measure up against the PIP in real-time. So your managers will know exactly when they should reach out to an employee and offer extra guidance.<\/p>\n<h2>FAQs about performance improvement plan templates<\/h2>\n<h3>How do you write a performance improvement plan?<\/h3>\n<p>You can use monday.com\u2019s performance improvement plan template to write concise and professional performance improvement plans with ease. Use them to detail each performance issue, corrective action, and end goal to give underperforming employees the guidance they need to succeed.<\/p>\n<h3>What is the \u200cPIP format?<\/h3>\n<p>A performance improvement plan format is the structure in which your PIP is laid out typically it looks like this:<\/p>\n<ul>\n<li>Problem<\/li>\n<li>Desired solution<\/li>\n<li>Corrective action<\/li>\n<li>Resources<\/li>\n<li>Evaluation date<\/li>\n<\/ul>\n<p>monday.com\u2019s performance improvement plan templates let you customize your performance action plan to include any fields or information that will help your employee reach their goals. For example, you can add columns and a timeline for minor goals to meet along the way to the main performance goals of the PIP.<\/p>\n<h3>How do you do a PIP?<\/h3>\n<p>The easiest way to do a performance improvement plan is to use an improvement plan template from monday.com. Use a template to add core issues with specific employees, goals for improvement, suggested actions for improvements, and methods of assessment that will help you \u200cgauge each employee\u2019s progress.<\/p>\n<h3>Does a performance improvement plan mean I\u2019m getting fired?<\/h3>\n<p>Performance improvement plans are designed by businesses to address performance issues and give employees another opportunity to succeed. If you can meet the goals specified in your PIP, you will be able to meet your employer\u2019s requirements and likely retain your position.<\/p>\n<h3>How long should a PIP last?<\/h3>\n<p>Most PIPs last between 30 and 90 days on average. The duration of a performance improvement plan will depend on the issues it has been designed to address, and other factors, such as the organizational goals of the business that designed the PIP.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Giving feedback to employees is a crucial part of improving your team\u2019s productivity. Especially if a particular employee is consistently failing to meet the mark, whether they\u2019re failing to meet deadlines or their standard of work is dropping, a negative trend in job performance needs to be addressed. But sometimes, &#8230;<\/p>\n","protected":false},"author":5,"featured_media":94438,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Best Performance Improvement Plan (PIP) Templates %%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"A performance improvement plan template is a way to give feedback to underperforming employees. Help your team succeed with monday.com\u2019s PIP template.","monday_item_id":18040646872,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13996,13916],"tags":[],"class_list":["post-88985","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-administration","category-task-management"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","display_dates":"default","banner_url":"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10050640","main_text_banner":"Performance Improvement Plan","sub_title_banner":"Join the 152K+ customers that use monday.com","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","landing_page_layout":false,"featured_image_link":"","sidebar_color_banner":"","custom_tags":false,"faqs":false,"activate_cta_banner":false,"hide_time_to_read":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best Performance Improvement Plan (PIP) Templates | monday.com Blog<\/title>\n<meta name=\"description\" content=\"A performance improvement plan template is a way to give feedback to underperforming employees. 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