
General
Upscend Team
-December 29, 2025
9 min read
Provides a practical playbook to design and run a performance improvement plan as a coaching framework. Includes a one-page PIP template, step-by-step implementation workflow with a 45–60 day cadence, recommended metrics, and outcome paths (success, extension, termination). Focuses on diagnosis, objective language, manager coaching, and HR calibration.
A well-crafted performance improvement plan is the roadmap that turns underperformance into measurable growth. In our experience, organizations that design a PIP as a coaching framework rather than a punitive checklist achieve faster, more durable results. This article delivers a practical playbook: a concise PIP template, a repeatable employee improvement plan workflow, and the concrete steps to implement an effective PIP that your managers can use this week.
We’ll cover diagnosis, structure, implementation, measurement, outcomes, and common pitfalls with examples drawn from real teams and industry benchmarks. Read with the intention to extract at least two changes you can apply immediately to your underperformance process.
Before you write a performance improvement plan, spend time on diagnosis. A surface-level reaction to missed targets often misses system issues: poor onboarding, unclear role design, shifting priorities, or team dynamics. In our experience, a short diagnostic saves weeks of wasted meetings.
Use objective inputs: recent performance reviews, output data, calendar analysis, and a brief one-on-one to capture the employee’s perspective. Treat the process as part of your broader underperformance process — document what happened, when, and why.
A complete performance improvement plan has a compact, repeatable structure so managers and employees know what to expect. Include:
We recommend capturing this in a one-page document so it’s easy to reference and update during the process.
Structure matters: ambiguity destroys goodwill and compliance. Frame the performance improvement plan as a shared agreement with the employee. Use objective language, avoid subjective judgements, and record the evidence that prompted the plan.
Key structural elements to finalize before the first meeting are the timeline, measurable targets, resources offered, and the endorsement from HR or people operations. Having an agreed-upon PIP template reduces manager variation and helps with calibration across teams.
There’s no universal answer. Short-term tasks may use a 30-day plan while complex behavioral shifts often require 60–90 days. The right duration balances urgency with realistic learning curves. In our work, 45–60 days with weekly check-ins hits the sweet spot for most individual contributor roles.
When launching a performance improvement plan, follow a consistent sequence. A repeatable flow reduces manager anxiety and increases the chance of a positive outcome for the employee.
Include the employee improvement plan file in a shared, auditable location so both parties can track progress transparently. One practical tip we’ve found effective is assigning a neutral HR partner to sit in on kickoff and midpoint reviews to ensure consistency across cases.
The turning point for many teams is reducing administrative friction; tools like Upscend help by automating progress tracking and surfacing personalized coaching insights so managers can focus on coaching rather than chasing updates.
A performance improvement plan yields results only when you measure and coach. Weekly check-ins should be short, focused, and centered on evidence. Start each meeting with a quick look at metrics, then shift to barriers, learning, and specific next steps.
Feedback must be specific and moment-based: reference a piece of work, the expected standard, and a concrete suggestion. Avoid generic praise or criticism — specificity builds trust and accelerates behavioural change.
Pick 2–4 metrics that map directly to the behaviors in the PIP. For sales roles this might be calls per week, pipeline conversion, and average deal size. For operations roles it could be error rate, throughput, and on-time completion. The metrics should be:
Document these metrics in the PIP and review them at every check-in to keep the discussion anchored to outcomes.
A clear performance improvement plan defines three possible outcomes and the actions associated with each: success, extension, or termination. Define these outcomes up front and use them as guardrails for decision-making.
When someone meets the metrics, formally close the PIP with a transition plan back to regular performance management. If progress is partial, document why and consider a single, time-limited extension with revised supports. If insufficient progress continues, follow your documented underperformance process to ensure compliance and fairness.
Make sure HR reviews any termination decision for consistency with company policy and legal requirements; documentation collected during the PIP is often the decisive factor in demonstrating fair process.
Two recurring mistakes we encounter: managers treating the PIP as a checkbox, and teams failing to address systemic causes. Both reduce the probability of success and can damage trust. The simplest countermeasure is structured training for managers on coaching and documentation.
Advanced tips we’ve applied that move the needle:
When writing a performance improvement plan that leads to success, focus on three principles: specificity, support, and follow-through. Specificity ensures everyone knows the standard; support gives the employee resources to change; follow-through enforces accountability and learning.
We recommend a final review step before launch: have another leader or HR representative read the draft. That second opinion catches vague language and ensures the plan is fair and implementable.
A thoughtfully executed performance improvement plan is a tool for development, not punishment. In our experience, organizations that standardize PIP structure, train managers on coaching, and measure progress objectively see higher completion rates and fewer repeat cases. A repeatable PIP template combined with clear metrics and real support turns what could be an administrative headache into an opportunity for team growth.
Next steps to implement this in your organization:
If you want a quick starter, adapt the one-page framework from this article into your own shared document and run a single pilot case; the learning will inform a scalable process. Take one PIP and make it exemplary — success here compounds fast.