Nobody teaches you how to put someone on a Performance Improvement Plan.

You get promoted into management. You inherit a team. You're given a quota, a headcount, and a stack of company processes you're expected to enforce. And one day, HR shows up and says it's time to document.

Most first-line managers freeze. Not because they don't care about performance, but because they care about the person sitting across from them. They know what a PIP feels like from the other side. They've seen colleagues go through it. And they don't want to be the manager who hands one to someone whose career they helped build.

Here's the hard truth: a PIP delivered poorly damages two people: the employee receiving it, and you. Done well, it can be one of the most clarifying, professional, and even career-saving conversations a manager ever has.

This guide is for the first-line manager who wants to do it right. Not the HR checklist version of right. Actually right.

FIRST: UNDERSTAND WHAT A PIP ACTUALLY IS (AND WHAT IT ISN'T)

Before you schedule the meeting, you need to get honest with yourself about what's happening and why.

A Performance Improvement Plan is a structured, documented process designed to give an employee a clear opportunity to meet defined expectations. It is not a termination notice. But it is also not a formality.

The mistake most new managers make is treating a PIP as one of two extremes: either a death sentence they're forced to deliver, or a box-checking exercise that buys time before an inevitable exit. Both approaches fail the employee, fail the organization, and ultimately fail you as a leader.

Here's what a PIP should actually be: a transparent, specific, time-bound agreement that answers three questions for the employee with total clarity.

  • What exactly is not meeting the standard?

  • What does meeting the standard look like, specifically?

  • What support will be provided, and over what timeline?

If your PIP cannot answer all three of those questions with precision, it is not ready to be delivered.

THE CONVERSATION MOST MANAGERS SKIP, AND WHY IT COSTS THEM

Before HR gets involved, before the document is drafted, there is a conversation that most first-line managers either skip entirely or handle so vaguely it creates more confusion than clarity.

It is a direct feedback conversation. The one where you say, clearly and without softening: there is a performance gap, here is what it looks like, and here is what needs to change.

Why does this get skipped

Managers avoid it for understandable reasons. They don't want conflict. They genuinely like the employee. They're worried about damaging the relationship. They tell themselves the person will figure it out. They send subtle signals and hope the message lands.

It almost never lands.

What happens instead is that the employee is genuinely blindsided by the PIP, not because they're oblivious, but because their manager never told them directly that the situation was serious. And a blindsided employee is an angry employee. An angry employee becomes a legal risk, a morale problem, and a story that travels through your organization.

What to do instead

Have the direct feedback conversation before any formal documentation begins. This conversation should include:

  • The specific behavior or output gap: not "your attitude has been off" but "in the last three QBRs (quarterly business reviews), your pipeline data was incomplete and inaccurate, which caused the team to present incorrect forecasts to leadership."

  • The impact: what it cost the team, the client, the organization, or the individual's standing.

  • The expectation going forward: specific, measurable, and with a clear timeline.

  • An explicit statement of seriousness: "I want you to understand that this needs to change, and I want to make sure we have the support in place to help you get there. If it doesn't improve, we'll need to move to a formal process."

That last sentence is the one most managers never say. It feels harsh. It isn't. It is the most respectful thing you can do for someone's career: give them the information they need to make an informed decision about their own trajectory.

HOW TO STRUCTURE THE PIP DOCUMENT ITSELF

Once you've had the direct conversation and the performance gap has not resolved, a formal PIP is the next step. Work with your HR business partner on the documentation, but understand these structural principles before you sit down to write it.

Be specific to the point of discomfort

Vague PIPs are useless and legally problematic. "Needs to improve communication skills" is not a performance standard. "Must respond to internal stakeholder emails within 24 business hours and proactively update project status in the shared tracker by 9am every Monday" is a performance standard.

If you cannot write the expectation in a way that a neutral third party could evaluate objectively, rewrite it until you can.

Include the support structure

A PIP without a support plan is a setup for failure, and courts and HR departments increasingly view unsupported PIPs as evidence of bad faith termination. Your PIP should explicitly state:

  • What resources, training, or tools will be provided

  • How frequently you will meet to review progress

  • Who else is available to support the employee (HR, a mentor, a peer)

  • What success looks like at 30, 60, and 90 days

State the consequences clearly

This is another area where managers soften language to the point of meaninglessness. "Failure to meet the outlined expectations may result in further action" tells the employee nothing. "Failure to meet the outlined expectations by [date] will result in termination of employment" is honest, clear, and legally sound.

The employee deserves to know what is at stake. Obscuring it is not kindness. It is avoidance.

THE DELIVERY MEETING: WHAT TO SAY AND HOW TO HANDLE WHAT COMES NEXT

This is the meeting most managers dread most. Here is a simple framework for how to run it.

Before the meeting

  • Review the document one final time with HR and confirm all language is accurate and legal.

  • Choose a private location, never a glass-walled conference room.

  • Schedule it early in the week, not on a Friday; giving someone a PIP before a weekend is unnecessarily cruel.

  • Have HR present if your organization's process requires it.

  • Prepare yourself emotionally; your job is to be steady, not cold.

During the meeting

Open directly. Do not small-talk. Do not apologize for the meeting. Say something like:

"I want to have a direct conversation with you today about your performance, and I'm going to give you a document that formalizes what we'll be working toward together. I want to walk you through it carefully so everything is clear."

Then walk through the document section by section. Give them time to read each part. Pause for questions. Do not rush.

When you reach the consequences section, do not gloss over it. Say it out loud: "I want to make sure you heard this part clearly. If the expectations outlined here are not met by [date], the outcome will be termination. I'm telling you this because you deserve to know exactly what is at stake."

Then stop talking and let them respond.

What comes next

Employees respond to PIPs in a predictable range of ways. You need to be prepared for all of them.

  • Shock and silence: Give them space. Don't fill it. Ask if they have questions.

  • Anger: Stay calm. Do not become defensive. Acknowledge their reaction without validating anything factually incorrect. "I understand this is hard to hear" is not an admission of wrongdoing.

  • Tears: Have water available. Give them a moment. Continue when they are ready.

  • Denial: Redirect to the specific documented examples. This is why precision in the document matters.

  • Negotiation: If they raise legitimate concerns about the expectations or support structure, note them and commit to following up with HR. Do not make promises you cannot keep.

THE 30-DAY CHECK-IN: WHERE MOST MANAGERS DROP THE BALL

The PIP delivery is not the hardest part of this process. The 30-day check-in is.

By now the initial shock has settled and the employee is in one of three places. They are genuinely working to meet the plan and showing real progress. They are going through the motions without meaningful change. Or they have mentally checked out and are job searching while waiting for the process to conclude.

Your job at 30 days is to tell them the truth about which category they are in, not at the 90-day mark, not in the final meeting. Now. While there is still time to course correct.

How to run an honest 30-day check-in

  • Lead with what you have observed, not what you feel: "Over the last 30 days, I've seen [specific examples of improvement or continued gaps]."

  • Name the trajectory clearly: "Based on what I'm seeing, you are on track / not yet on track to meet the expectations outlined in the plan."

  • If they are not on track, say so directly: "I want to be honest with you because I think you deserve to know where things stand. Right now, based on what I'm seeing, we are not on a path to a successful outcome. I want to talk about what would need to change in the next 30 days for that to shift."

  • Ask what they need: "Is there anything blocking you that I should know about? Is the support we committed to providing actually helping?"

This conversation is the difference between a PIP that is done to someone and a PIP that is done with someone. It will not always result in a different outcome. But it will result in a better process, for them, for you, and for your team.

WHAT ABOUT THE REST OF YOUR TEAM?

This is the question first-line managers almost never ask their HR partners but desperately need answered: What do I tell everyone else?

Your team knows something is happening. People are not oblivious. Closed-door meetings, a colleague who seems stressed, a dynamic that has shifted, they notice. And in the absence of information, they will fill the gap with speculation that is almost always worse than the truth.

You cannot share the details of a PIP with the team. But you can and should address the atmosphere directly.

What to say to your team

A brief, clear statement in your next team meeting is enough: "I know some of you may have noticed some one-on-one conversations happening recently. I'm not able to share details about individual situations, but I want you to know that I take performance seriously on this team, and I take support seriously. If any of you ever have concerns about your own performance or trajectory, my door is open. I'd rather have that conversation early than late."

That statement does three things. It acknowledges the reality without breaching confidentiality. It signals that you are a manager who addresses performance rather than ignoring it. And it extends an invitation that protects you legally and relationally.

WHEN THE PIP DOESN'T WORK: HOW TO CLOSE IT WITH INTEGRITY

Sometimes the PIP works and the employee turns it around. When that happens, acknowledge it. A written note confirming that the plan has been successfully completed and that the employee is no longer on a formal improvement plan matters more than most managers realize. It closes the chapter cleanly for both of you.

Sometimes the PIP does not work. And that is where integrity becomes your most important professional asset.

The exit conversation

If the employee has not met the expectations outlined in the plan, the termination conversation should not come as a surprise, because you have been honest with them throughout the process. That does not make it painless. But it does make it clean.

Say what happened. Say what the outcome is. Do not over-explain or apologize repeatedly. Do not blame HR or the company's process. You made these decisions with intention and with support, and you stand behind them.

"The way you close this chapter is what your remaining team will use to decide whether they trust you. How you treat people on the way out tells them everything about how they will be treated if they ever struggle."

Give the departing employee as much dignity as the situation allows. Be clear about severance, next steps, and what you can and cannot say in a reference. And then let them leave with their head up.

A NOTE ON WHAT THIS PROCESS ACTUALLY COSTS

I spent nearly a decade at Google, and before that at Microsoft, working inside organizations that managed performance at scale. I have seen PIPs done with precision and humanity. I have also seen them used as cover for decisions that were already made, as retaliation dressed in documentation, and as a substitute for the direct conversations that should have happened months earlier.

The difference is almost always the manager.

First-line managers are the most undertrained, under-resourced, and over-relied-upon layer of any organization. You are expected to hit your numbers, develop your people, navigate organizational politics, represent company culture, and handle situations like this one, often with minimal preparation and even less support.

If you are reading this because you are in the middle of a situation that feels harder than it should, that is not a sign that you are doing it wrong. It is a sign that you are taking it seriously. And taking it seriously is the beginning of doing it right.

WHEN YOUR TEAM NEEDS MORE THAN A PIP

Sometimes a performance challenge is a symptom of something larger: a team dynamic that is broken, a leader who inherited a situation they were never equipped to handle, or an organization that has outpaced its own management infrastructure.

If you are a learning and development leader, HR business partner, or senior leader watching this pattern repeat across your first-line management bench, a workshop may be the intervention your organization actually needs.

The Activated Leader workshop for managers is a half-day experience that gives first-line leaders the frameworks, conversation tools, and practice reps to handle performance, feedback, and difficult conversations with confidence and clarity, before they become formal processes.

What the workshop covers:

  • The direct feedback conversation: how to have it before it becomes a PIP

  • How to document performance gaps in a way that is fair, specific, and legally sound

  • Managing the team dynamic during and after a performance process

  • Closing performance conversations, both successful and unsuccessful, with integrity

  • Building a team culture where hard conversations happen early, not late

Book The Activated Leader Workshop for Your Team: lilahjones.com/speaking

Or if you prefer to start with a conversation about what your organization is navigating, reach out directly at [email protected].

About Lilah Jones

Lilah Jones is a keynote speaker, leadership coach, and founder of The Activated Leader. With nearly a decade on the founding team that scaled Google Cloud, plus leadership roles at Microsoft and Oracle, Lilah brings two decades of real-world experience to every conversation about leadership development, feedback culture, and career activation.

She works with senior leaders, L&D teams, and organizations navigating growth and transition. Her workshops and keynotes have been described as the rare kind that change how people think and what they do the Monday after.

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