Company Magazine
Docs + Word7 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 9 · US Letter
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- October 30, 2026
Every page (9)
Overview
A performance improvement plan has two jobs: give the employee a genuine chance to recover, and leave a clear record if they do not. This template covers both. It moves from dated concerns and evidence to the standard expected, measurable targets, the support on offer, fortnightly reviews, the possible outcomes and the signatures.
The sample follows a fictional Account Executive at Cinderfield Group whose quota attainment fell to 62%. It shows an eight-week plan with four reviews, five targets, named support and a clear decision date. Replace the names, dates, figures and support actions with your own, and check the wording against your policy and local employment law.
Useful for
- A sales manager moving a rep from informal feedback to a formal eight-week plan with fortnightly reviews
- HR preparing a fair, evidence-based plan for an employee whose output has fallen below the agreed standard
- A team lead documenting absence or quality concerns with targets, support and review dates
What's included
- Cover page with the employee, role and plan dates
- Concerns page with a rated register and the evidence behind each concern
- Expected standards page with plan dates, key figures and three measurable standards
- Targets scorecard with baselines, goals and red, amber or green status
- Support page with six named contacts and response times
- Review schedule, outcomes page, signature sheet and a make-it-yours guide
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Enter the employee, manager, HR contact, start date and end date on the cover and the title block.
- 3
Replace each concern with dated examples and name the evidence source, then turn each into a measurable target.
- 4
List the support you will really provide with an owner and timing, then set review dates inside the plan length.
- 5
Confirm the consequences wording with HR or counsel, delete the guide page, then share the plan with the employee.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Can I use this for an absence or conduct concern, not only sales?
Yes. Swap the sales measures for your own, such as cases closed in five days or absence episodes, and keep the structure of concerns, targets, support and reviews.
Does this template give legal advice?
No. Fair process rules differ by country and by contract, so check your policy and local employment law, and have HR or counsel confirm the consequences wording before issuing.
Are the people and figures in the sample real?
No. Cinderfield Group, every person named, every email address and all figures are fictional sample data. Replace them all with your own before sharing.
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- #pip-template
- #hr
- #google-docs
- #sales-performance
- #employee-review
- #absence-management
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