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The first pages of the Performance Improvement Action Plan template

Performance Improvement Action Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
7 · US Letter
Style
Editorial
Difficulty
Beginner
Updated
October 31, 2026

Every page (7)

Overview

A performance conversation fails when expectations are vague and support is promised but not scheduled. This action plan puts the concerns, the measurable expectations, the people who will help, the review dates and the outcome process into one document that the manager, HR and the employee can all read and sign.

The sample follows Hartwell Partners and a senior account manager over a 12-week plan from March 15 to June 7, 2027. It shows five rated concerns, five measures with baselines, six named supporters and a day-60 scorecard. Replace the concerns with facts you can evidence, then set each target and review date.

Useful for

  • A manager and HR partner preparing a formal 90-day plan after repeated missed targets
  • A corrective action plan that needs one owner, one date and a way to verify each fix
  • A fair, documented 12-week plan that gives an employee support as well as expectations

What's included

  • Concerns page with a likelihood and impact heat map and a register of five rated concerns
  • Expectations scorecard with baselines, targets and a checklist of first-two-week actions
  • Support page listing six named contacts and response times
  • Review schedule as a 16-week Gantt chart with day-30, day-60 and final review milestones
  • Outcome page with day-60 results, a service-level style table and a scorecard
  • Plan scorecard tiles and a make-it-yours guide for replacing the sample

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    State each concern as a fact with a date or number, then rate its likelihood and impact and name one owner for each response.

  3. 3

    Rewrite each expectation as a measure with a baseline and a target, and spread the first actions so at least one is due in the first two weeks.

  4. 4

    Add the people who will support the employee, schedule the review dates, and record who will check each one.

  5. 5

    Delete the guide page, then share the plan with the employee and HR or present it at the kickoff meeting.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How long should a performance improvement plan run?

Most plans run 30 to 90 days, with a review at the midpoint. The sample uses 12 weeks with formal reviews on day 30, day 60 and at the end.

Should HR review the plan before it is shared?

Yes. Have HR check the wording, the evidence for each concern and the review dates. Employment rules differ by state, so confirm local requirements first.

Are the company and people real?

No. Hartwell Partners, the people, the email addresses, the phone numbers and every figure in the sample are fictional. Replace them with your own details before sharing.

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  • #action-plan
  • #pip-template
  • #90-day-plan
  • #corrective-action-plan
  • #smart-goals
  • #hr
  • #google-docs

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