How to complete a PIP: what passing looks like, in writing
What to ask for in the first fortnight, how to make improvement provable, what your employer must supply, and what to get in writing when the plan closes.
· checked against sourceWhat completing a plan actually means
Completing a performance improvement plan means meeting the goals it states, by the dates it states, in a way the employer's own closing review can see. That review asks two questions rather than one. Were the goals met, and is the improvement sustained. Passing once is explicitly not the bar in the guidance employers are given.
Whether that is possible turns on four things, and all four can be asked for in writing: a measure on every goal, a baseline wherever the goal is a number, the support the plan names, and check-ins that actually happen. A goal with no measure cannot be passed, only judged. Getting those four fixed is what the first two weeks are for.
Everything on this page builds the same record either way. That is not a hedge. The dated account of what was asked for, what arrived and what was delivered is what makes a plan work if it is genuine, and it is the only thing you will hold if it is not. You do not have to decide which kind you have to start keeping it, and this page cannot tell you which kind you have.
If you have not yet read the document in front of you closely, what a real plan contains, section by section is the place to start. Most of what follows here depends on knowing which parts of yours are goals, which are support the employer has committed to, and which are neither.
What passing looks like in the employer's own documents
Nearly every commercial plan template contains the same nine parts, and three of them decide whether the plan is passable: goals that are specific, measurable and tied to the role; a support and resources section; and a check-in schedule. The vendor guidance that trains managers gives a worked example of the transform it expects, turning "improve communication" into a reply within one business day plus a weekly written update. A goal still in the vague form has not been through the transform the employer's own guidance asks for.
Two more parts are worth reading closely before the first week is out.
- The consequence clause. Boilerplate about action "up to and including" dismissal reads differently from a clause saying dismissal will follow. The harder the language, the more the document reads as notice rather than as a plan.
- The outcome list. Employer forms name more endings than passing and being fired. One published American form lists transfer and demotion alongside termination, and in the United Kingdom the alternatives to dismissal come with a condition attached: transfer, demotion, loss of seniority and the rest may be applied only where your contract already allows them or you agree.
If you work somewhere that runs a rating system, there is one more question, and it is a fair one to put in writing: which rating or standard does successful completion correspond to, and is it the level the role normally requires. At one named employer the reported exit bar sits two tiers above the rating that triggers the plan (the employer pages cover the named processes). A plan demanding materially more than the role's normal bar is shaped differently from one that does not, wherever you work.
The first fortnight, in order
The order matters, because what makes a plan passable has to be fixed before the first assessment of you is written.
- Read your plan against the nine parts, and note what is absent. It takes about ten minutes. The foundation page walks the list.
- Start a dated record the same day, on a personal device. What was said, what was promised, what arrived, on what date.
- Send a written response. Accept what you accept, contest what you contest with one dated example each, propose a measurable version of every goal that has none, and name the support you need with a date you would like it to start. The response page has the five parts and wording to adapt.
- Ask what evidence counts, for each goal, and who decides. This is the single highest-value question available in the first fortnight, and it is the one most plans leave unanswered.
- Ask for the baseline wherever a goal is a number. If the target is a figure and the document does not say what the current figure is, the gap it describes is unstated.
- Consider writing your own version. A reader in the forum lore wrote an improvement plan back at their employer, with their own commitments and their own cadence, and asked for check-ins every two days. It reads as engagement, it creates a good-faith paper trail whichever way things go, and that reader was still employed two years later. One account is not evidence about you, and the move costs nothing.
- Recap the first check-in the same day it happens, in writing, to the person who held it.
Three things not to do in the fortnight. Do not decide anything about your future in the room. Do not resign, which is the single most expensive move available in several countries. Do not argue the plan's fairness verbally instead of putting it on paper, because the paper is what a later reader sees.
Making improvement provable
Provable means someone who was not there can check it. That is a different standard from having done the work, and it is the one the closing review runs on.
Record the goal's wording and the measure's wording exactly as the document has them, then the evidence against each, dated. Where a standard is assessed by observation rather than counted, and official specimens do bless that, restate it as something countable in your own recap: which emails, which deadlines, which numbers, for the period. Keep the manager's half of the plan in the same log. The action plan assigns coaching, resources and time to them as well as work to you, and whether that arrived is a fact only you are likely to be tracking.
After each meeting, send a short recap of what was discussed and what was agreed, and ask them to tell you if their record differs. An account the other side does not correct becomes the agreed account. This is not an adversarial habit. The employer's own side does it as doctrine, and one employer-side note published alongside an Irish decision calls detailed minutes of regular meetings with equality of engagement invaluable.
Where the employer's paperwork runs to a schedule, hold a dated note against each of its dates. One public-employer form carries update memos at thirty, forty-five to sixty, and sixty to ninety days, each with a named owner. Those are their artefacts; yours should exist on the same days.
The reason this is worth the effort is that courts read it. In the Netherlands a senior employee who never proposed the support she needed could not later rely on its absence, and she lost. In Canada the clearest division across the decided cases is not between good employers and bad ones but between employees who engaged with the plan and employees who refused it.
In Estonia the body that hears a dispute weighs the employer's warnings together with the employee's answers to them. In Ireland the employer won the case where the record showed questions genuinely invited and coaching genuinely delivered.
In each of those four the record of engaging is what made engagement visible, and in none of them was the employee the party keeping it.
The check-ins, and what each one should end with
Expect them weekly or fortnightly, with reviews at the milestones. Each should end with a written position on where you stand against each goal, which is the thing most easily lost and most easily asked for. Around two-thirds of the way through whatever length your plan runs, the manager-side material expects something to have happened on their side, so if nothing has happened on yours the question is what has been concluded so far, in writing. The meeting page has wording for all four meetings.
What the law where you work makes the employer supply
This is where the answer stops being general. In several countries the elements of a real opportunity to improve are set by law or official guidance, and every one of them is something you can ask for.
- United Kingdom. Official guidance says a plan should carry specific objectives, a reasonable timeline and the support or training needed, and that an employer must provide adequate resources for you to do the job. The first formal step in a performance case has a name in ACAS's guide, an improvement note, and five contents: the problem, the improvement required, the timescale, a review date, and the support including any training the employer will provide. Ask for the ones yours is missing. More on the UK process.
- Ireland. Before dismissing for competence an employer is expected to tell you how you are falling short, warn that dismissal is possible on that ground, and give a real opportunity to improve. The adjudicators examine whether the process was genuine rather than second-guessing the business judgement. More.
- The Netherlands. A genuine improvement track is a precondition a court checks: a written plan, concrete and objectively measurable improvement points, documented interim evaluations, and training and support where needed, with a warning at the start that failure can mean transfer or dismissal. Ask in writing for anything on that list your track lacks. More.
- Germany. The standard you owe is your own best rather than the average, which matters in a strong team. The plan itself is management practice; the instrument with legal weight is the written warning, and where the Works Constitution Act covers your workplace you may have a written statement of your own added to the personnel file beside it. More.
- Estonia. A plan has no legal status here at all, so the question is not whether yours is fair but whether a written warning under the Employment Contracts Act has been issued, because that is the instrument the law attaches to. What the statute requires arrives later: before cancelling on the capability ground the employer must where possible offer other work, and that expressly includes arranging further training, adapting the workplace or changing your working conditions. So training never discussed during a plan is not yet a missed statutory step — it becomes one if they move to cancel without it. More.
- France. Missed targets alone do not justify dismissal: objectives have to be realistic, known in advance, and accompanied by the means to meet them, and there is a statutory duty to adapt employees to their post, which makes a support-free plan self-defeating. More.
- Portugal. The law's own version of an improvement process requires training, corrective instructions and a period to improve, and a check for another compatible post. More.
- Canada. What courts ask is whether you knew what was expected, were told of the shortfall, had the support to correct it, were given a reasonable time to adapt, and were told dismissal would follow. The question that decides cases is whether the standard moved. More.
- United States. In an at-will state no law requires a plan before dismissal, so little here is owed to you by statute. What the plan does instead is generate the record both sides will argue from later, and a plan that leaves your title, pay, duties and eligibility for promotion and transfer untouched is the ordinary shape. Public-sector and university employers are the exception worth checking: they carry grievance and appeal machinery that private employers do not, and two of the published forms behind this page come from them. More.
Spain is not on this list. Our Spanish material covers the two dismissal routes and what each pays, and not what an employer must supply during an improvement period, so there is nothing here we could say at the strength of the entries above. That is a gap in our reading, not a finding that nothing is owed.
If leave of any kind falls inside the plan — sickness, pregnancy, parental or family leave — the dates above stop being the whole story, and in the United States which statute answers you changes what the employer may and may not do with the plan while you are away. What leave does to a plan, and which of two statutes applies is the page for that, and the question is worth asking before the leave rather than during it.
If improvement is partial, ask for the extension
Where improvement is real but short of the standard, official UK guidance treats an extension of the timeline as the expected response rather than escalation. Ask early rather than at the end, and ask for the revised goals and the new date in writing before the meeting closes. Be aware that extending is not the only way an employer can respond to partial progress. One official specimen answers it by shortening the review cycle instead, which is more scrutiny rather than more time, and it is worth knowing which of the two you have been given.
The end of the plan, and what to get in writing
Three things can come out of the closing meeting. The plan is met, the timeline is extended, or it is not met. Only the third is an ending, and even then what follows is a procedure rather than a single moment.
If you have passed, ask the question people forget, because the standard kit does not answer it for you. Employer plan templates specify in detail how a plan opens. Five widely used ones were read for this page and not one of them specifies anything that closes it: no completion section, no sign-off, no letter. What they describe instead is a meeting and a return to ordinary performance management.
Your employer may write you a letter anyway, and some do. What those five establish is that nothing in the standard kit produces one automatically, which is why asking for it in writing is a reasonable step rather than a redundant one.
Five things worth having in that written answer:
- Whether the plan is closed and the objectives are regarded as met.
- What remains on file, what it is called, what date it runs from, and how long it stays current. In the United Kingdom the statutory code says an employee should be told how long a warning will remain current, and ACAS's separate good-practice guide — which is advice rather than law — gives six months for a first written warning and twelve for a final one as examples, with longer possible in exceptional circumstances. The period is measured in satisfactory conduct or performance and counted from the warning, not from your plan's last day, so asking which date it runs from is half the answer. In Estonia how long a warning stays live is not fixed by law at all.
- In Germany, both halves of what improving does, because they point opposite ways. Improving does not by itself take a correctly issued warning out of your personnel file: the removal test is whether the conduct has become legally meaningless in every respect, and the warning can still bear on a later promotion or transfer decision and on the reference. What does change is what it can support. A long stretch of proper work can cost a warning the force it would need to justify a dismissal for a repeat of the same thing, the employer's interest in keeping it is decided case by case rather than lasting automatically, and a written statement of your own can sit beside it.
- Whether performance will keep being monitored, and until when. One vendor tells managers it may continue for a short period after the plan.
- Whether the plan will be referred to at your next review.
There is one more fact about passing that employers publish and nobody tells employees. In vendor guidance, successful completion sets the new minimum acceptable level of performance, and a later fall below it can be treated as a dismissal matter without another improvement period attached.
That reasoning is written for at-will employment, and it does not travel to countries whose law requires a process before dismissal. What travels everywhere is the first half: the bar the plan set is the bar you are measured against afterwards. It is the reason the written answer above is worth the awkwardness of asking for it.
If the plan is not met, the questions are procedural and worth asking even when the room has gone quiet. Which stage of the procedure is this, what is the next stage, is there a right of appeal and how is it exercised, and will the decision come in writing. What an ending pays and costs is answered country by country, the clocks that start when a plan ends are short in several countries, and whatever is said, do not resign in the meeting.
Nothing on this page decides the ending
This page is about making a plan passable and making your side of it visible. It cannot tell you how your plan ends, and neither can anyone who offers you a figure for how these usually go, which is what the page on success rates is about.
Fairhanded is not a law firm and none of this is legal advice. Where your situation turns on a legal question, the honest answer is to take it to someone qualified where you work.
Sources
What this page rests on, and when each was last read.
- Lattice: performance improvement plan templateslattice.com · read
- Eddy HR Encyclopedia: performance improvement planseddy.com · read
- ACAS: problems with an employee's performanceacas.org.uk · read
- ACAS: Discipline and grievances at work, the Acas guideacas.org.uk · read
- University of Cambridge HR, capability policy and plan exampleshr.admin.cam.ac.uk · read
- Hoge Raad, Ecofys (ECLI:NL:HR:2019:933)data.rechtspraak.nl · read
- Bundesarbeitsgericht, 2 AZR 782/11, on removing a warning from the personnel filebundesarbeitsgericht.de · read
- Workplace Relations Commission, case databaseworkplacerelations.ie · read
Fairhanded is not a law firm and this is not legal advice. Where your situation turns on a legal question, take it to someone qualified where you live.