A PIP example shouldn’t be something you instantly copy and paste. While the PIP examples we have on this list are detailed and applicable in multiple different scenarios, your performance improvement plans should be tailored to reflect your organizational culture and relationship with your employees.
Performance improvement plans if applied created and conveyed properly, can not only help improve performance but also strengthen the relationship direct reports have with their supervisors.
In this article, we put together some helpful PIP examples for you to model your employee performance improvement plans after.
The sample performance improvement plans you will find on this page include:
- PIP Example for Sales
- PIP Example for Human Resources
- PIP Example for Project Management
- PIP Example for Customer Success
- PIP Example for Leadership
Not only will we present you with examples of performance improvement plans but also the right tools to help you implement your individual development plans as well!
You will also find answers to frequently asked questions about PIP such as:
- What should be included in a PIP?
- What is the best way to deliver a PIP?
- What are some mistakes to avoid with performance improvement plans?
- How to respond to a performance improvement plan?
Now, let’s get right to the meat of this post and give some of detailed performance improvement plan examples:
Table of Contents
1. Detailed Performance Improvement Plan Example for Sales
Scenario: A sales representative, Alex Johnson, has been unable to meet the quarterly sales targets for two consecutive quarters. The primary reasons identified are a significant decrease in client follow-ups and a lack of robust lead-generation strategies.
Employee: Alex Johnson
Job Title: Sales Representative
Date: February 2, 2024
Performance Issues: Alex has been consistently missing sales targets due to poor client follow-up routines and inefficient lead-generation processes.
- Achieve a 15% increase in sales figures by the end of the next quarter.
- Enhance lead generation efforts, aiming for a 25% improvement.
- Improve the quality and frequency of client follow-ups to ensure better client engagement and satisfaction.
- Sales Training: Alex is required to participate in an advanced sales training workshop by March 15, 2024, focusing on innovative lead generation techniques and effective client follow-up strategies.
- CRM Utilization: Implement the use of a new Customer Relationship Management (CRM) software to better organize and monitor client interactions, ensuring no follow-up is missed.
- Weekly Reporting: Alex must submit detailed weekly reports outlining the number of new leads generated and the status of client follow-ups. This will be reviewed by the sales manager to provide targeted feedback.
- Mentorship Program: Pair Alex with a top-performing sales mentor within the company to provide guidance, share best practices, and offer feedback on improving sales techniques.
- Immediate: Assign a mentor and enroll in the sales training workshop.
- Weekly: Submission of lead generation and follow-up reports for review.
- Monthly Review: Evaluate progress with the sales manager and mentor to adjust strategies as needed.
- Quarterly Review: Final assessment to determine if the sales increase and lead generation targets have been met.
Setting employee development goals in Microsoft Teams & Outlook
When you create your performance improvement plans based on these PIP examples, it is important that you integrate these plans into your everyday goal-setting practices.
That is why you might need goal-setting software that lets you set development goals without leaving your main communication platform.
While we have put together lists of some of the best goal-setting tools for employee development plans right here: Top Free OKR Software. If your organization uses Microsoft Teams or Outlook daily then the best option would be Teamflect.
Teamflect allows you to set development goals without having to leave Outlook or Teams and integrate those goals with any and every performance review you conduct.