fairhanded

What to say in a PIP meeting: four meetings, four scripts

Four rules hold in every meeting a plan produces: ask rather than argue, decide nothing in the room, get it in writing, write your own recap the same day.

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Say less than you think, and then put it in writing

Four things have the same answer in every meeting a plan produces, everywhere this guide reaches. Ask rather than argue. Decide nothing in the room. Get what was agreed in writing. Write your own account of it the same day and send it.

That is the method, and the rest of this page is what it looks like in each of the four meetings a plan tends to produce: the one where you are told, the check-ins, the conversation that turns out not to be about the plan, and the one at the end.

Four is a structure, not a forecast. Not everybody gets all four, and the third one is the clearest example: it does not happen to most people, and nothing on this page says it is coming for you. It is here because it is the meeting nobody is prepared for, and the one where a few sentences are worth the most.

What none of these meetings is, in most countries, is a hearing. Nothing is adjudicated in them and no verdict is delivered. What they are is where the file gets its next entry, and the person best placed to make that entry accurate is you — whether you are working to complete the plan or already thinking about the exit.

Three habits that work in all four

Be short, be professional, and go slower than you feel. The consistent advice from people who have been through it is to process the shock privately, keep the meeting collaborative, and keep the disagreement on paper. Nothing said in the room is written down by you. Everything you write afterwards is.

Decide nothing while you are in it. Not a signature, not an offer, not a resignation. Asking for time is ordinary, and I would like to read this properly and come back to you is a complete answer to almost anything.

Write your own recap the same day, and send it. Two lines are enough: what was discussed, what was agreed. Send it to whoever ran the meeting and ask them to correct it if their record differs. An account the other side does not correct becomes the agreed account.

That third habit is ordinary prudence rather than suspicion, and there is a reason to be confident about it. Managers are coached that where anything notable happens in a plan meeting — an allegation, a request, a mention of health or leave, even implied — HR should write a signed and dated note to file the same day, while memory is fresh. Same-day note-taking is the other side's doctrine. Doing it too is the seatbelt, not the accusation, and the employers' playbook page has where that comes from.

The meeting where you are told

By the time you hear about a plan, a written record already exists on the other side: managers are instructed to gather incidents, dates, the standard expected and the business impact before drafting anything. That is how the process is designed rather than something sinister, and its only practical consequence is that your own account starts now.

This is not the meeting to contest the plan in. It is the meeting to find out what is actually in it, so that the written response — which is a separate document with its own page — can be specific.

Five questions are worth asking out loud. Three of them ask for things the employer's own template is supposed to contain, so asking is asking for the document to be what it should be. The other two are about the process around it.

  1. Which stage of the procedure is this? Ask whether this is a support conversation or a formal plan, and if it is formal, which stage of the company's own capability or performance procedure it represents, and what the next stage would be. The distinction between a documented warning conversation and a signed plan with a deadline is the single most useful thing to establish, and it works at any employer.
  2. What does meeting each goal look like, and who decides? For every goal, what evidence counts, and who assesses it. Vendor guidance tells managers to turn improve communication into a response time and a weekly written update; a goal that has not been through that transform cannot be passed or failed by any stated measure.
  3. What support comes with it, and when does it start? The plan assigns work to the manager too, in coaching, resources and time. Ask what is being provided and on what date.
  4. What happens on the end date? What completion means, and what follows if the assessment goes the other way.
  5. Has anything about my role changed? Duties, title, pay, or eligibility for transfer and promotion. Ask plainly and write the answer down. In the United States that question has a legal edge — a plan that changes those things is a different object in law from one that does not — and everywhere it is worth knowing.

On the signature, if one is put in front of you: what it means depends on where you are, and that question has its own page. Where signing records receipt, I am signing to confirm I received it, and I will respond in writing is the sentence. Where it records agreement, I would like to read this properly before signing anything is.

Two countries turn this meeting into something else, because the plan there has no legal standing and the document that does may arrive in the room. In Estonia a warning does not have to be written, so a spoken one the employer can later prove still counts, and the question to ask is whether this is a formal warning and whether you can have it in writing. In Germany the warning is the Abmahnung, and its arrival starts the clock the plan does not.

Who you may bring, and where nobody can

The answer is per country and it is narrower nearly everywhere than people expect.

  • United Kingdom. There is a statutory right to be accompanied by a fellow worker, a trade union representative or a union official — and a representative who is not employed by the union has to have been certified by it as competent to accompany a worker. The right runs where the disciplinary meeting could result in a formal warning, some other disciplinary action, or the confirmation of either. You have to ask, and the request has to be reasonable, but the invitation to the meeting is supposed to tell you the right exists. Where the companion you choose cannot make the proposed time, the employer must move the meeting to a time you propose, provided that time is reasonable and no more than five working days after the original — a rule ACAS itself flags as affected by a later tribunal decision, so read it as the shape rather than as an absolute. Whether a meeting held under a separate capability procedure counts as a disciplinary meeting for this is not something the Code settles, so the useful question is which stage of the employer's own procedure the meeting is and what it could result in. The UK page has the fair-process standard around it.
  • Ireland. The code of practice on grievance and disciplinary procedures gives a right to be represented by a colleague or a union representative, along with allegations in writing, a right to respond and an appeal — at the disciplinary stage. It is not legislation, but ignoring it reliably produces unfair-dismissal findings. Not at plan stage: an adjudicator rejected the argument that the full set of fair procedures attaches to the improvement plan process itself, so that is the wrong point to argue, and the Irish page explains what wins instead.
  • France. The meeting before a dismissal is a statutory one. The employer summons you by registered letter at least five working days beforehand, and you may be assisted at it — by a colleague, or in a small company by an external adviser. The French page has why the dismissal letter written afterwards matters more than anything said in the meeting.
  • Germany. Where the works-constitution statute applies, you may require that the assessment of your performance and your prospects of development be discussed with you, and you may bring a member of the works council to that discussion, who owes confidentiality to you rather than to the employer. Two limits come with it. Where no works council has been elected there is nobody to bring, and whether the right reaches an employer outside that statute — the public sector runs on a different one — is not something this guide has established.
  • United States. Under current labour-board law only union-represented employees have a right to a representative, and only at an investigatory interview they reasonably believe may lead to discipline. They have to ask for it themselves, nobody may ask on their behalf, and the employer need not mention that it exists. Outside a union workplace there is no federal right to bring anybody into the room, which makes the record you keep the thing that carries the weight.
  • Spain. Not a companion but a hearing: since November 2024 the employer must give you the chance to answer the charges before a disciplinary dismissal, and it has to come before the decision rather than after it.
  • Portugal. The written route rather than the spoken one. Where an employer runs a performance case as discipline, the charges come in writing and carry a right to consult the file and reply within a deadline; the inadaptação route runs on written communications too.
  • The Netherlands and Estonia. Nothing in the sources behind this guide gives a right to bring someone to a performance meeting in either. What both give instead is weight for what you write: a reasoned written contest, and a written answer to a warning.

Where no right exists, asking is still free, and an employer's own procedure may give more than the law does.

The check-ins, and the one that is different

Expect them weekly or fortnightly, with reviews at the milestones and notes taken at each. The notes are the point: the employer documents every one of these, and an employee who does not is building an asymmetry the plan will later be read through.

A check-in is a short meeting with three jobs. Restate where things stand. Ask for what is missing. Confirm what was agreed, in writing, afterwards.

  • Opening. Here is what I have done since we last spoke, against the goals as written.
  • On a goal you cannot measure. For the third goal, I would like to agree what evidence counts as meeting it, and who assesses it, so we are working to the same standard.
  • On support that has not arrived. The plan names the training and a fortnightly session. Can we fix dates for both this week. Ask early and ask in writing. Dutch case law is blunt about why: an experienced employee who never said what support she needed could not later rely on its absence, and she lost the case.
  • On a goal that cannot be met as written. Name the goal, name the blocker outside your control, and ask for the goal to be revised in writing. A refusal to revise a goal that cannot be met is itself worth recording.
  • On more time. Where improvement is partial, an extension is the response the UK standard anticipates rather than escalation. Ask for it early rather than at the end.
  • The recap, afterwards. Thank you for the time today. My note of it: we discussed the first and second goals, you confirmed the reporting deadline moves to Thursdays, and the dashboard access is being requested this week. Please tell me if your record differs.

In the Netherlands there is one extra move, and it belongs to you. Employer-side counsel advise having employees sign the meeting records, either for agreement or at minimum for receipt. Those are very different things: write which one you are doing beside your signature, and send a dated note the same day if you disagree with the description.

One check-in is not like the others, and it is the middle one. Manager-coaching material built around a six-week plan tells managers to begin exploring termination options around weeks four and five, in parallel, where progress has stalled — while the plan is still live.

Read that as what it is: a step that starts on a date rather than on a conclusion about you, and not evidence that anything has been decided. What it does mean is that around two-thirds of the way through whatever length your plan runs, something is expected to have happened on their side.

If nothing has happened on yours — no assessment, no feedback, no note — the question is we are past the midpoint, so where do you see me against each goal, in writing. The absence of an answer is itself a fact worth recording.

The conversation that is not about the plan, if it comes

Sometimes the meeting turns out to be about money, or a package, or a quieter exit, and it can arrive at any point including the day the plan does. It has one script and it is short, because almost nothing you can say improves your position and several things damage it.

  • Say you will reply in writing, and close it there. Thank you for telling me. I am not going to respond to this today. I will come back to you in writing. That is the whole answer. It costs nothing, it commits nothing, and it is the same advice on both sides of the Atlantic.
  • Ask four things, and ask for them in writing. What the last day of employment would be, when benefits end, whether there is a deadline attached, and whether this is part of a wider programme.
  • Sign nothing in the room. What you would be signing differs by country and each has its own traps and its own undo button, if any: the severance page works through all ten.
  • Write down two dates. The day the plan was issued and the day the package was first raised, with who was present. In Ireland the interval between exactly those two dates decided a case: an exit offer three working days after a plan was activated, made at short notice and unaccompanied, was held to go to the root of the employment relationship.

This section is here for the reader hoping to complete the plan as much as for the reader planning to leave. Declining to engage on the day is not a refusal, it does not end the plan, and it leaves every option open — including finishing the plan and staying.

The meeting at the end

Three things can come out of it: the plan is met, the timeline is extended, or it is not met. Only the third is an ending, and even then what happens next is a procedure rather than a single moment.

If you have passed, ask the question people forget. Is the plan closed, and will it be referred to in future reviews. Employers' own guidance asks not only whether goals were met but whether the improvement is sustained, and language about recurrence outlives the plan. The file does not close the way the calendar does, and having the answer in writing is worth the awkwardness of asking for it — there are five things worth having in that answer.

If it is being extended, ask for the revised goals and the new date in writing before the meeting ends.

If it is going the other way, 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.

In Ireland and the United Kingdom an appeal is part of what a fair process is expected to contain. In Estonia the document that ends the relationship has to name the specific ground it relies on, and which ground it names decides your unemployment benefit, so asking is worth real money.

Whatever is said, do not resign in the meeting. Whether resigning is ever the right move is answered country by country, and in several places it is the single most expensive thing available.

One thing worth deciding before the meeting rather than in it: whether to raise a health condition or a disability at all, and how. It is not a question with one answer, and it is not one to improvise under pressure. What a plan measures where a condition is in play sets out the American position — what an employer may hold you to, and the question that moves a goal written as a personal quality — and it is worth reading before you are asked.

What not to say, in any of them

  • Do not argue that the plan is unfair. Not because it is not, but because the room is not where that is decided, and the written response is. A reasoned written contest is what puts the employer to proof in the Netherlands; nothing said in a meeting does that.
  • Do not raise discrimination, retaliation or a complaint as an argument. If the timing of your plan sits close to a complaint, leave, or a request for adjustments, that is worth recording privately and taking to a lawyer. Employers' own counsel say plainly that performance management continues after a complaint; what changes is the scrutiny they expect, not your position.
  • Do not accept a characterisation you disagree with by staying quiet, either. I do not accept that description, and I will set out why in writing is enough, and then do it.
  • Do not say anything you cannot evidence. One example you can date is worth more than three you half-remember.
  • Do not tell colleagues more than you need to. The framing of what happened is a story you control only while you are still employed. Interviewers and recruiters are another page.

What a meeting is changes at the border

Fairhanded is not a law firm. What a meeting is, who may attend it and what has to happen before a decision all change at the border, and this page describes what the sources behind this guide say rather than what your employer's own procedure requires of it. Where a warning, a settlement, a disability or a protected disclosure is in play, take it to an employment lawyer where you live before the next meeting rather than after it.

Sources

What this page rests on, and when each was last 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.