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Performance & Development

Performance Improvement Plan Meeting

A performance improvement plan meeting is a formal but constructive conversation in which a manager and an employee agree on what must improve, by how much, by when and with what support. It is not a verdict: its purpose is to give the person a real chance to get back on track. These questions help you describe the gap factually, listen to the employee's view and build a plan both sides understand.

18 questions

When to use this template

  • When repeated informal feedback has not led to the expected change in results or behaviour.
  • After the gap has been documented with concrete examples and the process has been checked with HR, according to the rules that apply in your country and company.
  • When you are ready to offer real support and regular follow-up, not just to record a warning.

Questions to ask

Setting the context

  1. 01Before we start, how are you feeling about this meeting?
  2. 02What is your own view of how your work has been going recently?
  3. 03Which of the expectations of your role do you find hardest to meet at the moment?
  4. 04What did you understand from the earlier feedback we gave you?

Understanding the gap

  1. 05Looking at the examples we have documented, what is your reading of them?
  2. 06Is there context about those situations that we may be missing?
  3. 07Have any circumstances outside your control affected your results?
  4. 08What has made it difficult to change things so far?

Building the plan

  1. 09Which one or two priorities would make the biggest difference in the next weeks?
  2. 10What would success look like for each of them, in concrete terms?
  3. 11What is a realistic timeline for each step, in your opinion?
  4. 12How will you and I know that progress is being made?

Support and resources

  1. 13What support do you need from me to reach these goals?
  2. 14Is there training, coaching or a colleague who could help you?
  3. 15Is there anything in your workload or tools that we should change?

Follow-up and closing

  1. 16How often would you like us to meet to review progress?
  2. 17What questions do you still have about this plan or what happens next?
  3. 18How are you feeling about the plan now that we have written it together?

Tips for a useful conversation

  • Describe the gap with dated, observable examples, not with opinions about the person's attitude.
  • Explain at the start that the goal is improvement and say honestly what can happen if the goals are not reached.
  • Let the employee react and give their version before you present solutions.
  • Write goals that are specific and measurable, with review dates, and give a copy to the employee.
  • Keep the follow-up meetings: a plan that nobody reviews loses all credibility.

Mistakes to avoid

  • Using the meeting to surprise the employee with problems never mentioned before.
  • Setting goals that are vague or impossible to reach in the time given.
  • Promising support in the meeting and not delivering it afterwards.
  • Treating the plan as a formality on the way to a decision already taken.

Let Passisto People hold these conversations

The AI agent holds structured voice conversations with your employees and gives managers a clear report. People decide what happens next.

Performance Improvement Plan Meeting: Questions and Free Template | Passisto