First performance improvement plan (PIP) meeting notification letter template

£14.99

UK-specific • Editable • Instant download • 12 months' updates

The First Performance Improvement Plan (PIP) Meeting Notification Letter formally invites an employee to an initial meeting to discuss performance concerns and establish a structured improvement plan. It explains the purpose of the meeting, the areas of concern, what will be discussed and how the employee can prepare.

Use this template to:

  • Invite an employee to their first PIP meeting.
  • Explain the performance concerns clearly.
  • Set out the purpose and arrangements for the meeting.
  • Give the employee an opportunity to prepare and respond.
  • Explain the improvement and support process.
  • Create a clear record of the start of the PIP process.
First performance improvement plan (PIP) meeting notification letter template
2026 Reviewed

What's included in this template?

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Initial PIP meeting invitation
  • Performance concerns and required standards
  • Meeting arrangements
  • Proposed improvement objectives
  • Support and review arrangements
  • Opportunity for the employee to respond
Specifications
Access 12 months (includes updates)
Length 2 pages • 628 words
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 24/08/2026
Next review 24/02/2027
Delivery Instant download
Formats .doc · .txt · email

Download .doc

Copy [to paste]

Email
Template

[Sender name]

[Sender address]

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

Invitation to First Performance Improvement Plan Meeting

I am writing to invite you to a meeting to discuss concerns regarding your performance and to begin the process of putting a Performance Improvement Plan (PIP) in place.

The purpose of the meeting is to discuss the areas where your current performance is not meeting the required standard, understand any reasons or circumstances that may be contributing to this and agree clear objectives and support to help you improve.

Meeting details

Date: [Date]
Time: [Time]
Location / Meeting link: [Details]
Meeting chair: [Name / Job Title]
HR representative: [Name / Job Title, if applicable]

Performance concerns

The areas of performance we would like to discuss include:

  • [Performance concern / required standard]
  • [Performance concern / required standard]
  • [Performance concern / required standard]

Examples of the performance concerns include [briefly describe relevant examples, dates, targets or outcomes].

The required standard for your role is [describe the relevant standard, objective or expectation].

The Performance Improvement Plan

During the meeting, we will discuss the objectives that will form your

PREVIEW ENDS HERE

This is the end of the preview

You've seen just 30% of how the First performance improvement plan (PIP) meeting notification letter template is structured. Get the complete editable template instantly and customise it for your organisation.

£14.99

Need the complete Performance improvement process?

Explore the Performance improvement templates toolkit

What is a first performance improvement plan (PIP) meeting notification letter?

First performance improvement plan (PIP) meeting notification letter template preview

A First Performance Improvement Plan Meeting Notification Letter is used to formally invite an employee to an initial meeting where ongoing performance concerns will be discussed and a structured improvement plan considered. It gives the employee clear information about why the meeting is taking place and what will be discussed.

The meeting provides an opportunity to establish specific performance objectives, agree how improvement will be measured and identify appropriate support, training or other measures that may help the employee achieve the required standard.

What is it used for?

The letter helps an employer move from general performance feedback to a structured and documented improvement process. It can set out the specific areas of concern, the expected standards, the proposed review period and the possible consequences if sufficient improvement is not achieved.

It also gives the employee an opportunity to provide their perspective and raise any circumstances that may be affecting their performance before the PIP is finalised.

Who should use it?

The template is suitable for HR professionals, managers and employers who need to begin a formal or structured performance improvement process. It can be adapted to reflect the organisation's capability procedure and the circumstances of the employee.

What should happen after the meeting?

The employer should confirm the agreed objectives, measures, support and review dates in the PIP. Progress should then be reviewed consistently throughout the agreed period, with the employee given appropriate feedback and an opportunity to address any concerns.

Example

A sales employee has consistently fallen below the required level of new business activity despite previous informal discussions and additional support. Their manager has identified a pattern over several months and believes a structured improvement process is now appropriate.

HR sends the employee a First PIP Meeting Notification Letter explaining the areas of concern, the required standards and the purpose of the meeting. The letter makes clear that the meeting will provide an opportunity to discuss the concerns and agree an appropriate improvement plan.

At the meeting, the employee explains that they have struggled with a new CRM system. The manager takes this into account and agrees additional training alongside measurable targets for new business activity and regular review meetings.

The final PIP records the objectives, support, review dates and expected standard. Progress is then monitored throughout the agreed improvement period.

The wider HR process

Related HR resources and workflow

Explore the HR resources that may be relevant before and / or after using the First performance improvement plan (PIP) meeting notification letter, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.

This
First performance improvement plan (PIP) meeting notification letter
Next
Scripts
Performance Improvement plan (PIP) meeting script

A script to guide managers in conducting performance improvement meetings.

Premium content

To continue reading, purchase this item or a parent toolkit, library or our full library.

Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the First performance improvement plan (PIP) meeting notification letter should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing (Days from Issue)
1 Establish the Concerns: Review the employee's performance against the required standards and gather relevant evidence, previous feedback and records. Manager / HR Day -21 to Day -14
2 Prepare the PIP: Identify the areas requiring improvement, proposed objectives, measures, support and review period. Manager / HR Day -14 to Day -7
3 Issue the Invitation: Send the employee the notification letter with sufficient information and reasonable time to prepare for the meeting. HR / Manager Day -7 to Day -3
4 Hold the Meeting: Discuss the concerns, listen to the employee's response and agree the final objectives, support and review arrangements. Manager / HR / Employee Day 0
5 Monitor Improvement: Review progress against the agreed objectives, provide feedback and support and determine the appropriate outcome at the end of the PIP period. Manager / HR Throughout PIP
Premium content

To continue reading, purchase this item or a parent toolkit, library or our full library.

Common mistakes

Understand the common mistakes to avoid when using this HR template, helping you reduce risk, prevent unnecessary costs and ensure the process is handled correctly.

  • Starting a PIP without clearly explaining the performance concerns.
  • Setting vague or unrealistic improvement objectives.
  • Failing to provide the employee with sufficient information to prepare.
  • Ignoring potential health, disability or reasonable adjustment issues.
  • Treating the PIP as a predetermined route to dismissal rather than a genuine opportunity to improve.
  • Failing to provide consistent feedback and support throughout the improvement period.
Premium content

To continue reading, purchase this item or a parent toolkit, library or our full library.

HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Performance improvement processes should give an employee a fair opportunity to understand concerns, respond to them and improve where appropriate. ACAS recommends that employers try to understand the reasons for poor performance and provide appropriate support before moving to formal action where reasonable. https://www.acas.org.uk/improving-performance-and-conduct

Performance and capability

ACAS recommends that employers set clear standards and objectives, explain where performance is falling short and give employees appropriate support to improve. https://www.acas.org.uk/improving-performance-and-conduct

A PIP should therefore identify specific areas for improvement rather than relying on broad statements that an employee's performance is unsatisfactory.

Evidence and opportunity to respond

The employee should be given a meaningful opportunity to explain their position and provide relevant information before decisions are made. ACAS recommends that employers establish the facts and allow employees to respond when dealing with performance or conduct concerns. https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures

The first PIP meeting should therefore be presented as an opportunity for discussion and improvement rather than as a predetermined outcome.

Disability and reasonable adjustments

Where performance may be affected by a disability, the employer should consider whether reasonable adjustments are required. ACAS explains that reasonable adjustments can include changes to working arrangements, equipment, duties, procedures or support depending on the circumstances. https://www.acas.org.uk/reasonable-adjustments

Employers should consider this before deciding that an employee has simply failed to meet the required standard.

Fair and measurable objectives

A PIP should contain clear and realistic objectives that relate to the requirements of the employee's role. Performance should be assessed against those agreed measures rather than subjective impressions.

The employee should understand what improvement is required, how it will be measured, what support will be available and when progress will be reviewed.

Formal capability procedures

Where a PIP forms part of a formal capability process, the employer should follow its own capability policy and ensure that the process is fair and consistent. ACAS guidance recommends that employers follow a fair procedure where formal action is being considered. https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures

You may also need these resources

FAQs

What is the purpose of a first PIP meeting?

The first meeting is used to discuss the performance concerns, understand the employee's perspective and establish clear improvement objectives, measures, support and review arrangements.

Is a PIP the same as a formal capability procedure?

Not necessarily. A PIP can be used informally or as part of a formal capability process. Employers should follow their own capability policy and be clear with the employee about the status of the process.

Why use HRDocBox for a First PIP Meeting Notification Letter?

HRDocBox combines deep HR knowledge, practical application and years of experience with real performance-management situations. The template helps employers set clear expectations while giving the employee a genuine opportunity to respond and improve.

Why use HRDocBox rather than asking AI to create the letter?

AI can create a professional-looking PIP invitation, but effective performance management requires more than good wording. HRDocBox combines UK employment-law knowledge, ACAS guidance and practical HR experience to help distinguish a genuine improvement process from a predetermined outcome.

How much detail should the invitation contain?

It should give the employee enough information to understand the concerns, required standards and purpose of the meeting, while avoiding the need to write the entire PIP into the invitation.

Can a PIP ultimately lead to dismissal?

Potentially, if performance does not improve to the required standard and the employer follows a fair capability process. A PIP should provide a genuine opportunity to improve rather than being used simply to create a route to dismissal.

How this content is developed and reviewed

The First performance improvement plan (PIP) meeting notification letter template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing performance improvement processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
The First performance improvement plan (PIP) meeting notification letter template is also included in these bundles:

Performance improvement toolkit Performance improvement toolkit 15 templates
£34.90

Management library Management library 468 templates
£79.99

Full library Full library 776 templates
£99.99

Get started today

HR confidence starts here

Whether you employ 5 people or 50, hrdocbox gives you the structure, documents and expertise needed to manage employees professionally and legally.

Download your FREE UK employment contract template

Professionally written and fully compliant with UK employment law

Download FREE contract
Free UK employment contract template