Operational Focus - Creating a Performance Improvement Plan (January 27, 2025)


What is the Purpose of a Performance Improvement Plan (PIP)?

Think of a Performance Improvement Plan (PIP) as a helpful roadmap for those moments when an employee might need a little guidance to overcome performance hurdles. The magic of a PIP lies in setting clear and measurable goals, coupled with the right support and resources to spark improvement. By outlining expectations, offering training, and creating a structured timeline for progress, a PIP not only benefits the company by addressing performance gaps but also gives employees a fair opportunity to succeed. Plus, it can boost employee engagement and foster professional development.

Clear goals, feedback, and support are the foundation of a successful PIP

When navigating performance challenges, clarity makes the difference. Without clear, actionable goals and regular feedback, employees may struggle to understand what's expected of them. It is also important to provide consistent support through resources like mentorship and training. These elements ensure that employees have the tools they need to improve and thrive in their roles.

Quick Tips for Creating a Performance Improvement Plan

  • Identify Performance Gaps: Review performance data and obtain feedback from managers or relevant parties.
  • Document the Issues Clearly: Be clear about the behaviors or actions that are problematic. Vague statements should be backed with examples. If your company policy is to respond to emails within 24 hours, statements like "improve communication" could include the example of "failed to respond to emails within 24 hours on at least three occasions."
    Articulate how this issue affects the team, department, or company goals.
  • Set Measurable Goals for Improvement: Ensure that the improvement goals are (SMART) specific, measurable, achievable, relevant, and time-bound. For example: Reduce errors in monthly reports to no more than two per quarter.
    Breaking down larger goals into smaller actionable steps can prevent frustration and disengagement.
  • Provide Support and Resources: Offer training or resources to help the employee build the skills or knowledge necessary for improvement. Assign a mentor or coach to provide additional support and guidance during the process. You should also schedule regular check-ins to track progress and provide feedback.
  • Set a Timeline: Define a reasonable timeframe for the employee to meet the improvement goals. The timeline should be long enough to allow improvement, but short enough to maintain focus. Break the improvement process into stages with clear milestones that show incremental progress toward the final goal.
  • Establish Consequences for Failure to Improve: Let the employee know the consequences of not meeting the expectations outlined in the PIP. This could range from reassessment of their role, reassignment, demotion, or termination, depending on the severity of the issue and the company's policies. Keep detailed records of all discussions, actions taken, and outcomes. This is important for legal reasons and to track the employee's progress.

An effective PIP can turn around an employee's performance when handled thoughtfully and respectfully. It helps ensure that the employee is given a fair chance to improve while providing a clear structure for accountability. When creating a PIP, it's important to balance high expectations with understanding, support, and clear communication to foster a positive outcome.

Personal Update:

The winter season can hit hard. With the shorter, colder days, I tend to feel like time is slipping away faster than usual. Using systems in place for my daily life has really helped keep things moving smoothly despite the busy period. Setting small, daily goals has been instrumental in maintaining progress. What personal systems do you use daily?


What specific operational challenges are you currently facing that you'd love to see covered in future newsletters? Reply to this email with your questions.


WandaWorks, LLC

I am a systems and training expert. Follow me for tips on building processes to manage your team and streamline administrative work and communications. I help businesses create a culture of effective communication, documented systems, and accountability.

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