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Performance problems get expensive when they're handled ad-hoc. This module gives you one connected system for managing performance from the very start, clear role expectations, through the harder conversations that sometimes follow. Built by a senior People Operations practitioner who has designed and run these processes inside real companies, every template keeps your documentation factual, consistent, and grounded in what success actually looks like.
The pieces are designed to work together. Role clarity feeds your coaching conversations. Coaching feeds corrective action. Corrective action feeds the PIP, complete with a manager's guide, a progress tracker, and an outcome summary. You get the full progression, not a single form.
Built for founders, People and HR teams, and managers who want to handle performance with structure and fairness instead of improvising under pressure.
What's Inside (8 templates)
Foundation
General Performance Philosophy & Framework
Role Definition Form (RDF)
Coaching and Corrective Action
Informal Coaching Conversation Guide
Corrective Action Documentation Form (verbal, written, and final warnings)
Performance Improvement Plans
Performance Improvement Plan (PIP)
Manager Guide: How to Complete the PIP (including a script for when an employee declines to sign)
PIP Progress & Notes Tracker
PIP Outcome Summary
Format and Access
Every template comes in two formats: a polished PDF for reference and an editable Word document you can make your own. Lifetime access, including free updates to this version.
Each template includes built-in guidance and prompts to align it with your company's policies and jurisdiction. They make attorney review faster and cheaper, not optional.
Performance problems get expensive when they're handled ad-hoc. This module gives you one connected system for managing performance from the very start, clear role expectations, through the harder conversations that sometimes follow. Built by a senior People Operations practitioner who has designed and run these processes inside real companies, every template keeps your documentation factual, consistent, and grounded in what success actually looks like.
The pieces are designed to work together. Role clarity feeds your coaching conversations. Coaching feeds corrective action. Corrective action feeds the PIP, complete with a manager's guide, a progress tracker, and an outcome summary. You get the full progression, not a single form.
Built for founders, People and HR teams, and managers who want to handle performance with structure and fairness instead of improvising under pressure.
What's Inside (8 templates)
Foundation
General Performance Philosophy & Framework
Role Definition Form (RDF)
Coaching and Corrective Action
Informal Coaching Conversation Guide
Corrective Action Documentation Form (verbal, written, and final warnings)
Performance Improvement Plans
Performance Improvement Plan (PIP)
Manager Guide: How to Complete the PIP (including a script for when an employee declines to sign)
PIP Progress & Notes Tracker
PIP Outcome Summary
Format and Access
Every template comes in two formats: a polished PDF for reference and an editable Word document you can make your own. Lifetime access, including free updates to this version.
Each template includes built-in guidance and prompts to align it with your company's policies and jurisdiction. They make attorney review faster and cheaper, not optional.