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Performance Improvement Plan Review for the United Kingdom

Performance Improvement Plan Review Template for England and Wales

A Performance Improvement Plan Review Template is a structured document used in England and Wales to assess and document an employee's progress against previously set performance improvement objectives. It provides a framework for evaluating whether performance targets have been met, partially met, or not met, and includes sections for both objective measures and subjective feedback. The document ensures compliance with UK employment law while maintaining a fair and transparent review process.

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Performance Improvement Plan Review

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What is a Performance Improvement Plan Review?

The Performance Improvement Plan Review Template is designed for use when conducting formal reviews of an employee's progress during a performance improvement period. It serves as a critical tool in English and Welsh employment practice, ensuring fair and consistent evaluation of performance improvements while maintaining compliance with employment legislation. The document typically includes assessment of previously agreed objectives, evidence of progress or lack thereof, and recommendations for next steps. It should be used at regular intervals during a PIP period to track progress and document outcomes, forming part of the formal employment record.

What sections should be included in a Performance Improvement Plan Review?

1. Employee Information: Basic details including name, position, department, and manager

2. Performance Concerns: Specific areas requiring improvement, with concrete examples

3. Improvement Objectives: Clear, measurable goals and expected standards

4. Timeline: Duration of PIP and review dates

5. Support Measures: Resources and assistance provided to enable improvement

6. Progress Tracking: Methods for measuring and documenting progress

What sections are optional to include in a Performance Improvement Plan Review?

1. Previous Performance History: Include when there's relevant historical context for recurring issues or long-term employees

2. Training Requirements: Specific training needs identified when skill gaps are present

3. Reasonable Adjustments: Modifications needed for disabled employees when disability-related considerations exist

What schedules should be included in a Performance Improvement Plan Review?

1. Performance Metrics: Detailed measurements and KPIs

2. Meeting Notes: Records of review meetings and discussions

3. Training Records: Documentation of completed training activities

4. Employee Feedback Forms: Templates for gathering employee input during reviews

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions

























Clauses

























Industries

Employment Rights Act 1996: Primary legislation covering fair treatment and dismissal procedures, and setting out employee rights during performance management processes

Equality Act 2010: Legislation preventing discrimination based on protected characteristics, ensuring reasonable adjustments for disabled employees, and requiring fair and objective performance criteria

Data Protection Act 2018 and UK GDPR: Laws governing the collection and storage of employee performance data, ensuring transparency in data processing, and mandating data protection principles

ACAS Code of Practice: Guidance providing best practices for improvement plans and fair performance management, commonly referenced in employment tribunals

Human Rights Act 1998: Legislation ensuring right to fair treatment and protecting privacy rights in employment contexts

Employment Contract Terms: Individual contractual obligations and rights that must be considered when implementing performance improvement plans

Company Policies and Procedures: Internal organizational guidelines and processes that must be aligned with the performance improvement plan

Collective Agreements: Any applicable agreements with trade unions or employee representatives that may affect performance management processes

Industry-Specific Regulations: Sector-specific rules and requirements that may impact performance management and improvement plans

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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