Overview
Coach lets you formally track a Performance Improvement Plan (PIP) for anyone you manage, right alongside their regular 1:1s. A PIP records a start date, end date, and optional notes for context, and its full history stays attached to the relationship, giving you a clear record if performance is ever questioned later.
Creating a PIP
🔐 To create a PIP, you need to be the relationship owner.
The create relationship permission allows you to create a relationship.
Alternatively, you can create a PIP if you have org-wide relationship sharing access. Find out more here.
Select Coach in the main navigation menu, choose Relationships, and open the individual you want to create a PIP for.
On the relationship overview page, select Create Performance Improvement Plan, at the bottom of the page.
Set a start date and end date for the plan.
Optionally, add a note for context.
Choose whether the PIP is in draft or make it immediately active.
Use draft while you're still finalizing details. Draft PIPs can be deleted.
Once a PIP is active, it can be seen by the individual you are creating a PIP for. Active PIPs can't be deleted, only extended or closed.
Select Save as Draft or Activate PIP accordingly.
A relationship can only have one PIP in progress (draft or active) at a time. Close the existing plan before starting a new one.
Managing an existing PIP
Once a relationship has a PIP, a status badge (PIP - Draft or PIP - Active) appears on the relationship, and the Create PIP button becomes Manage PIP.
Extending a PIP
Select Manage Performance Improvement Plan on the Relationship Overview page.
Select Extension in the dropdown and update the end date.
Optionally, add a note explaining the reason for the extension.
Save changes.
Every extension is added to the PIP's history, so you can always see the previous end date, the new end date, and the reason for the change.
Closing a PIP: pass or fail
Select Manage Performance Improvement Plan on the Relationship Overview page.
Choose a resolution from the dropdown: pass or fail.
Add any relevant notes or context in the notes field.
Save changes.
Closing a PIP only updates its own record. It doesn't change anything else about the relationship, and no notifications are sent.
The PIP tab and history table
Any relationship with at least one PIP on record (draft, active, or closed) shows a dedicated PIP tab. Relationships with no PIP history won't show this tab.
A Performance Improvement Plans table also sits at the bottom of the relationship overview page, showing the start date, end date, status, and notes for every plan on record.
PIP meeting labels
Meetings scheduled using the Performance Improvement Plan meeting template are labeled as PIP meetings in the meeting list, making it easy to spot which meetings are part of a formal PIP.
Find out more about setting up this template, including its built-in custom questions ➡️ Meeting templates.
Tips
Add a note whenever you create, extend, or close a PIP so that it becomes part of the permanent record.
Use the Performance Improvement Plan meeting template on any meeting you want clearly labeled as part of the plan.