Performance review & PIP documentation set

How do you document performance so it holds up?

Consistently, specifically and before the decision. Review forms with clear rating definitions, and an improvement plan that names the gap, the support and the timeline, create the record that makes a later decision defensible. The conversation matters as much as the form, which is the subject of difficult conversations training for managers.

What you get

• Performance review forms.
• Rating definitions.
• Performance improvement plan documentation.
• Download link delivered right after payment, and emailed to you.

Why I made it

Terminations get questioned when nothing was written down, or when it was written down differently for different people. This set makes the fair process the easy process. Clear documentation protects the employee and the organization at the same time.

Prefer it done for you?

$750 for the done-for-you version. I adapt the review cycle and PIP documents to your roles and policies and hand them over in a 30-minute walkthrough with your managers. Priced at roughly $175 an hour of work, in line with 2026 Bay Area HR consulting rates, and confirmed after a free 20-minute scoping call.

Book the scoping call

Templates are general HR tools, not legal advice. For a situation with legal stakes, talk with an employment attorney.