Notion – Performance Improvement Plan (PIP) Meeting Template

This template is perfect for keeping track of Performance Improvement Plans (PIPs) in Notion.

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Notion – Performance Improvement Plan (PIP) Meeting Template

This template is perfect for keeping track of Performance Improvement Plans (PIPs) in Notion. When an employee isn’t able to perform their job duties, it can be difficult. Employees should know what their role is and how to fulfill it. Managers should provide clear direction and support employees as they work toward goals. This PIP template helps managers communicate effectively and provides a structure for defining expectations, deficits, and goals.

 

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the β€œDuplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

 

What is a Performance Improvement Plan (PIP) Meeting Template?

A Performance Improvement Plan (PIP) Meeting Template is a pre-designed format or agenda used for conducting meetings with employees who are on a performance improvement plan. A performance improvement plan is a formal process that helps employees address and improve their performance issues. The template provides a structured framework for discussing the employee’s performance, outlining expectations, setting goals, and providing guidance for improvement.

Here are some common elements you might find in a Performance Improvement Plan (PIP) Meeting Template:

1. Meeting Details:
– Date, time, and location of the PIP meeting.
– Attendees list, including the employee, their manager/supervisor, and any other relevant stakeholders.

2. Introduction:
– Begin the meeting with a warm and empathetic introduction.
– Set the tone for the meeting, emphasizing the purpose of the PIP as a supportive and developmental process.

3. Review of Performance Issues:
– Clearly outline the performance issues or areas of improvement that led to the initiation of the PIP.
– Provide specific examples and evidence to illustrate the concerns.

4. Performance Improvement Plan Overview:
– Explain the structure and components of the performance improvement plan.
– Describe the purpose of the plan, the expectations, and the timeline for improvement.

5. Goals and Expectations:
– Discuss the specific goals and expectations that the employee needs to meet during the PIP period.
– Make sure the goals are measurable, achievable, and aligned with overall performance standards.

6. Support and Resources:
– Identify the resources, training, or support that will be provided to the employee to assist in their performance improvement.
– Discuss any training programs, mentoring, or coaching opportunities available.

7. Action Steps:
– Outline the action steps or strategies that the employee needs to undertake to improve their performance.
– Break down the steps into manageable tasks with clear timelines and responsibilities.

8. Performance Monitoring and Evaluation:
– Discuss how the employee’s progress will be monitored and evaluated throughout the PIP period.
– Specify the evaluation criteria, assessment methods, and review meetings that will take place.

9. Communication and Feedback:
– Establish open lines of communication between the employee and their manager/supervisor.
– Set expectations for regular feedback sessions and provide guidance on how to address concerns or seek clarification.

10. Supportive Measures:
– Discuss any supportive measures that will be taken to assist the employee during the PIP period.
– This can include additional training, mentoring, or coaching, as well as periodic check-ins.

11. Employee Input and Questions:
– Give the employee an opportunity to provide their input, express concerns, or ask questions.
– Listen actively and address their concerns or provide appropriate guidance.

12. Next Steps:
– Summarize the key points discussed during the PIP meeting.
– Clarify the next steps, including follow-up meetings, progress assessments, and additional support measures.

The purpose of a Performance Improvement Plan (PIP) Meeting Template is to guide managers or supervisors through a structured conversation that outlines expectations, provides guidance, and supports the employee in improving their performance. The template helps ensure that the PIP process is clear, fair, and focused on employee development.

Please note that the specific elements and design of a Performance Improvement Plan (PIP) Meeting Template may vary based on individual preferences and the specific requirements of your organization’s performance management process. It is recommended to customize the template based on your specific needs and adjust the sections or prompts as necessary.

 

How do I create a Performance Improvement Plan (PIP) Meeting Template in Notion?

To create a Performance Improvement Plan (PIP) Meeting Template in Notion, you can follow these steps:

1. Open Notion and create a new page or open an existing one where you want to create the template.

2. Decide on the structure and layout of your template. Consider the elements you want to include in your PIP Meeting Template, such as meeting details, introduction, review of performance issues, PIP overview, goals and expectations, support and resources, action steps, performance monitoring and evaluation, communication and feedback, supportive measures, employee input and questions, and next steps.

3. Start by adding headings or subheadings for each element. You can use the “/” command in Notion to quickly create different block types, such as headings, subheadings, or bullet points.

4. Under the “Meeting Details” section, include the date, time, and location of the PIP meeting. Add an attendees list, including the employee, their manager/supervisor, and any other relevant stakeholders.

5. Create a section for “Introduction” and begin the meeting with a warm and empathetic introduction. Set the tone for the meeting, emphasizing the purpose of the PIP as a supportive and developmental process.

6. Add a section for “Review of Performance Issues” and clearly outline the performance issues or areas of improvement that led to the initiation of the PIP. Provide specific examples and evidence to illustrate the concerns.

7. Include a section for “PIP Overview” and explain the structure and components of the performance improvement plan. Describe the purpose of the plan, the expectations, and the timeline for improvement.

8. Create a section for “Goals and Expectations” and discuss the specific goals and expectations that the employee needs to meet during the PIP period. Ensure the goals are measurable, achievable, and aligned with overall performance standards.

9. Add a section for “Support and Resources” and identify the resources, training, or support that will be provided to the employee to assist in their performance improvement. Discuss any training programs, mentoring, or coaching opportunities available.

10. Include a section for “Action Steps” and outline the action steps or strategies that the employee needs to undertake to improve their performance. Break down the steps into manageable tasks with clear timelines and responsibilities.

11. Create a section for “Performance Monitoring and Evaluation” and discuss how the employee’s progress will be monitored and evaluated throughout the PIP period. Specify the evaluation criteria, assessment methods, and review meetings that will take place.

12. Add a section for “Communication and Feedback” and establish open lines of communication between the employee and their manager/supervisor. Set expectations for regular feedback sessions and provide guidance on how to address concerns or seek clarification.

13. Include a section for “Supportive Measures” and discuss any supportive measures that will be taken to assist the employee during the PIP period. This can include additional training, mentoring, or coaching, as well as periodic check-ins.

14. Create a section for “Employee Input and Questions” and give the employee an opportunity to provide their input, express concerns, or ask questions. Listen actively and address their concerns or provide appropriate guidance.

15. Add a section for “Next Steps” and summarize the key points discussed during the PIP meeting. Clarify the next steps, including follow-up meetings, progress assessments, and additional support measures.

16. Customize and refine the template: Adjust the formatting, colors, or styles to make the template visually appealing and easy to read. You can also add additional sections or customize the template based on your specific needs.

17. Save and reuse: Once you have completed your PIP Meeting Template, save it for future use. You can duplicate the page to create multiple meeting templates for different PIPs or modify the template as needed.

By following these steps, you can create a Performance Improvement Plan (PIP) Meeting Template in Notion that suits your specific performance management needs. Remember to customize the template based on your requirements and adjust the structure or sections as necessary.

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