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Free Employer Template • Performance Management

Performance Improvement Plan (PIP) Memo Template

A structured PIP memo that sets measurable expectations, a defined timeline, support commitments, and check-ins — a coaching framework that also builds the record.

A PIP done honestly is a coaching tool: it tells a struggling employee exactly what ’good’ looks like, by when, and what help they will get. A PIP done cynically — as paperwork theater before a predetermined termination — usually reads that way to a jury, too. The difference is in whether the goals are real, measurable, and supported.

This memo template keeps the PIP honest. It documents the specific performance concern with prior feedback history, sets goals the employee can objectively hit or miss, defines the review period and check-in schedule, and commits the organization to specific support — training, coaching, resources. Whichever way the PIP ends, the record shows a fair process.

Who should use this template

  • Managers addressing sustained performance gaps informal feedback hasn’t fixed
  • HR professionals coaching supervisors through their first PIP
  • Organizations that currently jump from frustration straight to termination
  • Supervisors who want retention, with a record either way

What it helps prevent

  • Terminations for performance with no documented improvement opportunity
  • PIP goals so subjective that success is whatever the manager says it is
  • Support promised in the meeting but never delivered or documented
  • Check-ins that quietly stop happening after week two
  • Wrongful-termination narratives built on a rushed or empty PIP

What’s inside

  • Purpose and philosophy — the PIP as coaching plus accountability
  • Performance concern documentation with prior feedback history
  • Measurable goals and expectations section
  • Defined timeline with scheduled check-in dates
  • Support and resources commitment section
  • Outcome language and signature blocks

Before you process payroll, terminate, classify, deduct, or respond to a claim, get the decision reviewed.

Faulkner HR Solutions helps Texas employers, nonprofits, municipalities, and growing businesses fix the people systems behind recurring workplace problems. If this resource raised a risk flag, do not guess your way through the next step.

Frequently asked questions

How long should a PIP run?
Typically 30, 60, or 90 days depending on how quickly the role’s results can genuinely change. Sales cycles and project-based work need longer windows; attendance and process compliance can be shorter. Pick a period the goals can honestly be measured in.
What makes a PIP goal measurable?
Numbers, deadlines, and observable deliverables: ’process 40 applications per week with an error rate under 2%’ rather than ’improve accuracy and productivity.’ If the check-in conversation could dissolve into opinion, the goal is not measurable yet.
Is a PIP required before terminating for performance?
In an at-will state like Texas, generally no law requires it — but your own handbook might, and consistency does. If other underperformers got PIPs and this one does not, you have handed a discrimination claim its comparator evidence.
What happens at the end of the PIP?
One of three documented outcomes: goals met and the plan closes; partial progress and a defined extension; or goals unmet and the consequence stated in the plan follows. The failure mode to avoid is the PIP that simply evaporates — it teaches the organization that the process is theater.
Disclaimer. This resource is provided for general employer education and planning purposes. It is not legal advice and does not create an attorney-client relationship. Employment laws, agency guidance, and local requirements may change. Employers should review the facts of each situation before acting and consult appropriate HR or legal counsel when needed.