PIP Guidance - Examples for Completing the PIP Form Template

Sep 19, 2026

PIP Guidance provides line managers with structured examples for filling in a PIP Form Template when performance standards are not being met. It includes a target-area approach covering performance concerns with dated examples, expected performance (“what good looks like”), agreed actions, and support required. Review planning is detailed through review dates, review notes, improvement tracking, and an expected achievement date, with examples focused on workload, deadlines, email responsiveness, and meeting accountability.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

PIP Guidance

Target Area and Performance Concern Examples

Expected Standard and Agreed Actions

Support Required and Review Plan

# PIP Guidance Line managers should use the examples below as guidance when completing the PIP Form Template. | Target Area
Area where
performance
standards have
not been met. | Performance
Concern
Examples and dates
of how/when the
standard has not been
met. | Expected
Standard of
Performance
Standards expected
of the employeei.e.,
what does 'good
look like. | Agreed
Actions
Action needed to
meet the
expected
standard of
performance. | Support Required
Support the employee
needs to achieve the
expected standard of
performance. | Review Date
Date agreed to
review this
target area. | Review Notes
Improvements
made and any
future review
dates before the
end date | Date to
Achieve
Expected
Standard | | --- | --- | --- | --- | --- | --- | --- | --- | | EXAMPLE | | | | | | | | | Organisational
Skills and Time
Management | Deadlines missed
[details/dates].
Complaint received
from XX department
who received no
response to their
emails sent on [dates] | To effectively
manage workload on
a daily basis,
prioritise tasks to
meet deadlines and
respond to emails in
a timely manner | To start using a
daily 'to do'list
and diary to
manage
deadlines and
time.
To respond to
emails within 3
working days. | Employee to sign up to
internal Outlook
training (or refresher
training),to utilise
organisational tools
e.g.,task lists,
calendar.
[employee]to diarise
time with colleague A
within the next week
for informal training on
organising workload. | To be reviewed
in [4 weeks]on
[date] | [4 week review
date]
Record here
e.g.,Outlook
training
completed on
[insert date].
Capture progress,
improvements
made or not.
To be reviewed
again on [date] | Standard
expected
to be
achieved
within 8
weeks and
by [date] | | EXAMPLE | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Accountability/
Behaviour/
Attitude | Complaints from team
members of missed
meetings on [dates of
meetings]with no
explanation.
Colleagues report they
are absorbing tasks
outside of their remit
such as [provide
examples] | To fulfil all aspects
of the job role
according to job
description.
To demonstrate
leadership to team
colleagues and
accountability/
responsibility for job
role.
To attend meetings
as expected. | [employee]to
reflect on
identified
behaviours
Improve
organisation to
manage time and
workload.
Following
discussion
around workload
manager agreed
to review team
job roles | Employee/Manager to
work together to
identify a suitable
Coach/Mentor within
the university to
support employee.
Employee to sign up to
internal Outlook
training to help with
organisational tools.
Manager to revisit
teams job roles to
ensure tasks are fairly
distributed. | To be reviewed
in [4 weeks]on
[date] | (4 week review
date]
Record progress
of actions agreed.
To be reviewed
again on [date] | Standard
expected
to be
achieved
within 8
weeks and
by [date] |

FAQs

What should line managers record in the PIP Form Template for a target area?

They should capture the target area where performance standards were not met, along with performance concerns and dated examples showing how and when the standard was not met.

How are expected standards and “good look like” described in the template?

Managers specify the expected standard of performance, including clear descriptions of what good looks like for the employee in that target area.

What review information is included in the PIP template?

The template includes an agreed review date, review notes documenting improvements and future review dates, and a date to achieve the expected standard.

Sep 19, 2026

Upload by Bill Black