PIP Progress Review Template
30/60/90 day PIP checkpoint meeting template with structured assessment and feedback.
v3
Last updated: November 5, 2025
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Engineering Manager
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30/60/90 day PIP checkpoint meeting template with structured assessment and feedback.
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: โ Met / โ ๏ธ Partial / โ Not Met **Goal #2: [Original goal stated]** - Expected: [What was expected] - Actual: [What was achieved] - Evidence: [Specific examples] - Status: โ Met / โ ๏ธ Partial / โ Not Met **Goal #3: [Original goal stated]** - Expected: [What was expected] - Actual: [What was achieved] - Evidence: [Specific examples] - Status: โ Met / โ ๏ธ Partial / โ 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
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