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Metrics-Based Performance Improvement Plan Template

Andy Przystanski
Director, Content Marketing
@
Lattice

When performance issues are tied to missed quotas, output targets, or other measurable KPIs, clarity matters most.

This free Metrics-Based Performance Improvement Plan (PIP) Template helps managers anchor performance conversations in objective data — reducing ambiguity, increasing fairness, and creating a clear path back to target.

Built specifically for roles with defined quantitative goals (like sales quotas, response times, utilization rates, production output, or quality thresholds), this template turns performance gaps into structured, trackable improvement plans.

By grounding feedback in historical trends and measurable benchmarks, you create a plan that feels transparent, consistent, and actionable — not emotional or reactive.

Here’s what’s inside:

  • Employee and role overview section
  • Baseline performance metrics table (historical, current, and target performance)
  • Structured gap analysis to diagnose root causes
  • Clearly defined target expectations by metric with timelines
  • Milestone tracking framework (25%, 50%, 75%, 100% progress checkpoints)
  • Training and development plan directly linked to specific metrics
  • Ongoing progress notes and coaching documentation
  • Shared acknowledgment section to reinforce accountability

Whether you're addressing missed sales targets or operational KPIs, this template helps managers focus on measurable progress and steady momentum toward full recovery.

Download the template today and turn performance data into a clear, supportive action plan that drives results.

Download this template for free

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