Employee Performance Improvement Plan Checklist ( HR )

This checklist outlines the steps necessary for creating and implementing an Employee Performance Improvement Plan (PIP) to address areas where an employee may not be meeting performance expectations, ensuring clear communication and support for the employee’s development.

• Identify Performance Issues

  Review the employee's performance metrics and feedback to clearly identify areas where performance is lacking.

• Gather Documentation

  Collect relevant documentation regarding the employee’s performance, including previous reviews, feedback from peers, and any disciplinary records.

• Schedule a Meeting

  Set up a private meeting with the employee to discuss performance concerns and the need for a PIP.

• Discuss the PIP Process

  Explain the purpose of the PIP and what it entails, ensuring the employee understands the expectations and timeline.

• Set Clear Goals

  Work with the employee to establish clear, measurable goals that need to be achieved during the PIP period.

• Define Support Mechanisms

  Outline the resources and support that will be provided to the employee, such as training opportunities or mentorship.

• Establish Review Dates

  Set specific dates for follow-up meetings to review progress and provide ongoing feedback.

• Document the Plan

  Create a formal document outlining the PIP details, including goals, timelines, and support resources, and have both parties sign it.

• Monitor Progress

  Regularly check in with the employee to monitor their progress towards the established goals and provide feedback.

• Evaluate Outcomes

  At the end of the PIP period, evaluate whether the employee has met the goals and decide on next steps, which may include continued employment, extension of the PIP, or other actions.