PIP Toolkit - Performance Improvement Plan

When a performance issue reaches the point of a formal plan, most managers get it wrong — not because they don't care, but because no one taught them what makes a PIP legally defensible versus legally dangerous.

This toolkit was built for managers and HR professionals who need to do this right the first time. It walks you through the decisions that happen before you open a template — because the thinking behind the PIP matters as much as the document itself.

WHAT'S INCLUDED

• Manager's guide covering when to use a PIP, when not to, and the legal flags most managers miss: ADA/FMLA intersection, protected class consistency, documentation language that holds up
• Manager Prep Worksheet — a structured reflection tool to complete before drafting the plan
• PIP Template — a clean, customizable formal plan ready to adapt to your situation
• Completed Example — a fully filled-out sample PIP so you can see what specific and defensible looks like in practice

FORMAT

Delivered as an editable Word document (.docx). Customize with your company details and save as PDF to share. Instant download — files delivered immediately after purchase.

Legal Note: This toolkit provides general HR process guidance and does not constitute legal advice. For PIPs involving potential ADA, FMLA, or discrimination considerations, consult your employment attorney before proceeding.