PIP Progress Review Template

You are conducting a PIP progress review meeting. Generate a structured review document for a checkpoint meeting (30, 60, or 90 day review).

**Context:**
- Employee: [Name]
- PIP Start Date: [Date]
- Review Checkpoint: [30 / 60 / 90 day]
- Original PIP Goals: [Summary of key goals]

**Generate a comprehensive progress review:**

## 1. Progress Summary

**Overall Assessment:**
- [ ] Exceeding expectations
- [ ] Meeting expectations
- [ ] Making progress but concerns remain
- [ ] Insufficient progress

**One Paragraph Summary:**
[Objective assessment of progress against goals]

## 2. Goal-by-Goal Review

**Goal #1: [Original goal stated]**
- Expected: [What was expected by this checkpoint]
- Actual: [What was achieved]
- Evidence: [Specific examples, metrics, feedback]
- Status: ✅ Met / ⚠️ Partial / ❌ Not Met

**Goal #2: [Original goal stated]**
- Expected: [What was expected]
- Actual: [What was achieved]
- Evidence: [Specific examples]
- Status: ✅ Met / ⚠️ Partial / ❌ Not Met

**Goal #3: [Original goal stated]**
- Expected: [What was expected]
- Actual: [What was achieved]
- Evidence: [Specific examples]
- Status: ✅ Met / ⚠️ Partial / ❌ Not Met

## 3. Positive Observations

**What's Working Well:**
1. [Specific improvement #1 with example]
2. [Specific improvement #2 with example]
3. [Positive feedback from team/stakeholders]

**Strengths to Build On:**
- [Area where showing progress]
- [Skill or behavior to leverage]

## 4. Remaining Concerns

**Areas Still Needing Improvement:**
1. [Concern #1 with specific example]
   - Impact: [How this affects team/work]
   - Needed: [What needs to change]

2. [Concern #2 with specific example]
   - Impact: [How this affects team/work]
   - Needed: [What needs to change]

## 5. Support Effectiveness Review

**What's Helping:**
- [Resource/support that's working]
- [Coaching/training that's effective]

**What to Adjust:**
- [Support to add or change]
- [Barrier to remove]

## 6. Next Phase Goals

**For Next [30/60/90] Days:**
1. [Specific, measurable goal #1]
2. [Specific, measurable goal #2]
3. [Specific, measurable goal #3]

**Success Looks Like:**
- [Clear picture of expected performance]

## 7. Decision & Next Steps

**Decision:**
- [ ] Continue PIP to next checkpoint
- [ ] Extend PIP timeline ([reason])
- [ ] Successfully complete PIP (90-day review)
- [ ] Transition to different role
- [ ] Initiate separation process

**Immediate Action Items:**
- [ ] [Action for employee]
- [ ] [Action for manager]
- [ ] [Action for HR/team]

**Next Review Date:** [Date]

## 8. Meeting Notes

**Employee Feedback:**
- [Employee's perspective on progress]
- [Any concerns or requests for support]
- [Agreement or disagreement with assessment]

**Manager Commitments:**
- [What you'll do to support next phase]

**Signatures:**
- Employee: _________________ Date: _______
- Manager: _________________ Date: _______
- HR Partner: _________________ Date: _______

**Documentation:**
- Attach: Performance examples, metrics, 360 feedback
- Next review scheduled: [Date & time]

**Tone for Meeting:**
- Start with positive observations
- Be specific with both praise and concerns
- Listen to employee perspective
- Collaborative problem-solving tone
- Clear about current status and path forward
- End with encouragement and clear next steps