SHRM Performance Improvement Plan Template

Montreal Jul 09, 2026

Crafting a performance improvement plan (PIP) is a critical step in helping employees reach their full potential. As a human resources professional, you understand the importance of clear, concise, and actionable PIPs. That's why having a well-structured SHRM performance improvement plan template is invaluable. Let's delve into creating effective PIPs, focusing on the Society for Human Resource Management's (SHRM) guidelines and best practices.

the performance improvement plan is shown in this document, which shows how to use it
the performance improvement plan is shown in this document, which shows how to use it

SHRM emphasizes the importance of performance management in driving employee engagement and organizational success. A well-crafted PIP aligns with business objectives, provides clear expectations, and offers support to help employees improve their performance. Let's explore the key components of an SHRM-compliant PIP template.

56 Performance Improvement Plan Templates (& Examples)
56 Performance Improvement Plan Templates (& Examples)

Understanding the SHRM Performance Improvement Plan Template

The SHRM PIP template serves as a roadmap for employees and managers, outlining specific, measurable goals and the steps needed to achieve them. It's essential to remember that PIPs are not punitive but rather a tool for growth and development.

How to Write a Performance Improvement Plan (Free Template)
How to Write a Performance Improvement Plan (Free Template)

Before diving into the template, ensure you've addressed performance concerns promptly and fairly. Document all discussions and provide employees with the opportunity to respond to any performance concerns. Now, let's break down the SHRM PIP template into its key components.

1. Employee Information

5+ Performance Improvement Plan Template
5+ Performance Improvement Plan Template

Include the employee's name, job title, and department. This section also includes the manager's name and the date the PIP was created.

Example:

  • Employee Name: John Doe
  • Job Title: Marketing Coordinator
  • Department: Marketing
  • Manager: Jane Smith
  • Date: March 15, 2023

2. Performance Concerns and Goals

HR Performance Improvement Plan Template | Employee PIP Form (Editable PDF)
HR Performance Improvement Plan Template | Employee PIP Form (Editable PDF)

Clearly state the performance concerns and the desired outcomes. Use specific, measurable, achievable, relevant, and time-bound (SMART) goals to set expectations.

Example:

  • Performance Concern: John has consistently missed project deadlines in the past quarter.
  • Goal: John will meet or beat project deadlines for the next three months.

Implementing the SHRM Performance Improvement Plan

Best Performance Improvement Planners, MS Word Format, Free Download
Best Performance Improvement Planners, MS Word Format, Free Download

Once you've outlined the performance concerns and goals, it's time to detail the steps employees will take to improve. Break down the process into manageable tasks and milestones.

Regularly review and update the PIP to track progress and make adjustments as needed. Maintain open communication, providing constructive feedback and acknowledging improvements.

the performance improvement plan is shown in blue and yellow, with instructions on how to use it
the performance improvement plan is shown in blue and yellow, with instructions on how to use it
Performance Improvement Plan Template & Guide [Free Download]
Performance Improvement Plan Template & Guide [Free Download]
10 Best Performance Improvement Plan Examples for Strong Performance
10 Best Performance Improvement Plan Examples for Strong Performance
Performance Improvement Plan Template Sample
Performance Improvement Plan Template Sample
56 Performance Improvement Plan Templates (& Examples)
56 Performance Improvement Plan Templates (& Examples)
Performance Improvement Plan Examples
Performance Improvement Plan Examples
5 Free Performance Management Templates
5 Free Performance Management Templates
a table that has some important things to do in the work environment, including tasks and instructions
a table that has some important things to do in the work environment, including tasks and instructions
Performance Improvement Plan (PIP) Template - Editable, Printable and Downloadable - Free Report Templates
Performance Improvement Plan (PIP) Template - Editable, Printable and Downloadable - Free Report Templates
Performance Evaluation Template: Free Form and Examples [2025] • Asana
Performance Evaluation Template: Free Form and Examples [2025] • Asana
Performance Improvement Plan Template, HR PIP Form, Employee Performance Document, Editable MS Word
Performance Improvement Plan Template, HR PIP Form, Employee Performance Document, Editable MS Word
Business Word of the Day- PIP.
Business Word of the Day- PIP.
30+ Free Performance Improvement Plan Templates (Word, Excel, PDF) - Best
30+ Free Performance Improvement Plan Templates (Word, Excel, PDF) - Best
Performance Improvement Plan Template, Printable PIP Form, Human Resources, Business Tools, HR Templates, Editable PIP Template
Performance Improvement Plan Template, Printable PIP Form, Human Resources, Business Tools, HR Templates, Editable PIP Template
Free Change Management Templates
Free Change Management Templates
Unlocking Success through Performance Management
Unlocking Success through Performance Management
Help your teams grow: performance improvement plan template
Help your teams grow: performance improvement plan template
Free Lean Six Sigma Templates | Smartsheet
Free Lean Six Sigma Templates | Smartsheet
Performance management is about translating strategy into results. Yet the process often divides people. The challenge is to strike a balance between consistency and fluidity to make it work in… | Carlos Larracilla
Performance management is about translating strategy into results. Yet the process often divides people. The challenge is to strike a balance between consistency and fluidity to make it work in… | Carlos Larracilla

3. Action Steps and Timeline

List the specific actions the employee will take to improve their performance. Include a timeline for completion and regular check-ins to monitor progress.

Example:

Action Steps Timeline Check-ins
Develop a detailed project plan for each upcoming project. Within one week Weekly
Attend time management training session. Within two weeks After training

4. Resources and Support

Outline the resources and support available to help the employee succeed. This may include training, mentoring, or additional tools and materials.

Example:

  • John will be paired with a mentor from the project management team.
  • John will have access to online project management tools and resources.

5. Consequences of Success or Failure

Clearly communicate the consequences of successfully completing the PIP and the potential outcomes if the employee fails to improve. Ensure these consequences align with your organization's policies and SHRM best practices.

Example:

  • If John successfully meets or beats project deadlines for the next three months, he will be considered for a promotion to Senior Marketing Coordinator.
  • If John fails to improve, further disciplinary action, up to and including termination, may be taken in accordance with our organization's policies.

Remember, the ultimate goal of a SHRM performance improvement plan is to help employees grow and succeed. By following this template and maintaining open communication, you can create a supportive and productive work environment that benefits both employees and the organization.