Second performance improvement plan (PIP) meeting notification letter template

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Use this Second Performance Improvement Plan (PIP) Meeting Notification Letter to invite an employee to a follow-up meeting to review progress against their agreed performance improvement objectives. It helps UK employers confirm the arrangements, identify the areas to be reviewed, explain the employee's opportunity to respond and set out the next steps in a fair and structured process.

Use this template to:

  • Notify an employee of their second PIP review meeting.
  • Confirm the meeting date, time, location and attendees.
  • Explain that progress will be reviewed against the objectives and timescales previously agreed.
  • Identify the performance areas and supporting information to be discussed.
  • Give the employee an opportunity to prepare, provide evidence and explain any difficulties.
  • Clarify the possible next steps, including further support, an extension or escalation where appropriate.
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What's in this template?

A second PIP meeting is an opportunity to assess whether an employee is making the required progress against the performance objectives agreed at the first meeting. It should provide a structured opportunity to review evidence, recognise improvements, discuss outstanding gaps and determine what support may be needed.

This resource is intended for managers and HR professionals who need to arrange a follow-up performance review and communicate the purpose of the meeting clearly. It should be adapted to the employee's existing PIP, the organisation's capability procedure and the level of formality appropriate to the circumstances.

Reviewing progress against the original plan

The invitation should refer to the existing PIP and identify the objectives that will be reviewed. Where performance remains below the required standard, the employer should explain the relevant areas of concern and, where appropriate, provide supporting examples or performance information before the meeting.

Managers should assess performance against the objectives, standards and timescales previously communicated. If targets, responsibilities, resources or working arrangements have changed, these factors should be considered rather than treating the original targets as automatically decisive.

Giving the employee a fair opportunity to respond

The employee should have reasonable notice of the meeting and enough information to prepare. They should be invited to explain their progress, identify barriers, provide relevant evidence and raise any concerns about the support or resources available to them.

Where disability, health, workload, training, unclear instructions or other circumstances may have affected performance, managers should consider the information carefully and seek HR advice where appropriate. Reasonable adjustments may be required in some circumstances.

Agreeing the next steps

The meeting may result in confirmation that objectives have been met, continued monitoring, additional support, revised objectives or a reasonable extension to the PIP. If performance has not improved sufficiently, the employer may need to consider the next stage of its capability procedure.

The possible consequences should be communicated accurately and consistently with the existing PIP and company policy. If the meeting could result in a formal warning or other disciplinary action, it should be arranged and conducted under the appropriate formal procedure, including any applicable right to be accompanied.

Keeping an accurate record

After the meeting, record the evidence considered, the employee's explanation, support offered, decisions made and agreed review dates. Share the relevant record with the employee and explain what is expected before the next review.

A fair PIP process should be focused on helping the employee achieve the required standard. Any decision to escalate the matter should be based on the evidence, the support provided, the employee's circumstances and the applicable procedure, rather than being predetermined before the meeting.

Template

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Email

[Sender name]

[Sender address]

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

Invitation to Second Performance Improvement Plan Review Meeting

Private and Confidential

Further to our previous discussions and the Performance Improvement Plan (PIP) meeting held on [Date of First PIP Meeting], I am writing to invite you to a second review meeting to discuss your progress against the performance improvement objectives agreed with you.

Meeting details

Date [Meeting Date]
Time [Meeting Time]
Location / Meeting Link [Location or Online Meeting Details]
Meeting Chair [Manager Name and Job Title]
Other Attendees [Names and Roles, Including HR Representative if Applicable]

Purpose of the meeting

The purpose of this meeting is to review your progress against the objectives set out in your PIP, discuss any improvements achieved and consider any

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£12.99
Specifications
Access 12 months, with updates
Length 2 pages • 649 words
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Last update 16/10/2026
Update reason Enhanced template description.
Next review 16/04/2027
Delivery & Format Instant digital delivery, .doc · .txt · email

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

Second performance improvement plan (PIP) meeting notification letter template

A second PIP meeting is an opportunity to assess whether an employee is making the required progress against the performance objectives agreed at the first meeting. It should provide a structured opportunity to review evidence, recognise improvements, discuss outstanding gaps and determine what support may be needed.

This resource is intended for managers and HR professionals who need to arrange a follow-up performance review and communicate the purpose of the meeting clearly. It should be adapted to the employee's existing PIP, the organisation's capability procedure and the level of formality appropriate to the circumstances.

Reviewing progress against the original plan

The invitation should refer to the existing PIP and identify the objectives that will be reviewed. Where performance remains below the required standard, the employer should explain the relevant areas of concern and, where appropriate, provide supporting examples or performance information before the meeting.

Managers should assess performance against the objectives, standards and timescales previously communicated. If targets, responsibilities, resources or working arrangements have changed, these factors should be considered rather than treating the original targets as automatically decisive.

Giving the employee a fair opportunity to respond

The employee should have reasonable notice of the meeting and enough information to prepare. They should be invited to explain their progress, identify barriers, provide relevant evidence and raise any concerns about the support or resources available to them.

Where disability, health, workload, training, unclear instructions or other circumstances may have affected performance, managers should consider the information carefully and seek HR advice where appropriate. Reasonable adjustments may be required in some circumstances.

Agreeing the next steps

The meeting may result in confirmation that objectives have been met, continued monitoring, additional support, revised objectives or a reasonable extension to the PIP. If performance has not improved sufficiently, the employer may need to consider the next stage of its capability procedure.

The possible consequences should be communicated accurately and consistently with the existing PIP and company policy. If the meeting could result in a formal warning or other disciplinary action, it should be arranged and conducted under the appropriate formal procedure, including any applicable right to be accompanied.

Keeping an accurate record

After the meeting, record the evidence considered, the employee's explanation, support offered, decisions made and agreed review dates. Share the relevant record with the employee and explain what is expected before the next review.

A fair PIP process should be focused on helping the employee achieve the required standard. Any decision to escalate the matter should be based on the evidence, the support provided, the employee's circumstances and the applicable procedure, rather than being predetermined before the meeting.

Best in class example

An employee has been working under a PIP covering the accuracy of their work, completion of assigned tasks and communication with their manager. At the first review, the manager agreed specific objectives, weekly check-ins and additional training, with a further review scheduled.

Before the second meeting, the manager reviews the latest performance records against the agreed objectives and prepares examples of improvements and areas that remain below the required standard. The employee receives written notice of the meeting, including the objectives to be reviewed, and is invited to bring relevant information or explain any difficulties.

At the meeting, the manager discusses the evidence, listens to the employee's response and considers whether the agreed training and support have been effective. The manager does not assume the outcome in advance and considers whether further support or a reasonable extension is appropriate.

Following the meeting, the manager records the discussion and confirms the agreed next steps in writing. If the matter may progress to a formal warning or other disciplinary action, HR checks that the correct formal process and applicable employee rights are followed.

The wider HR process

Related HR resources and workflow

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

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Performance Improvement plan (PIP) meeting script

A script to guide managers in conducting performance improvement meetings.

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Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the Second 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 Review the existing PIP, agreed objectives, previous meeting notes, support provided and available performance evidence. Confirm the purpose and status of the meeting. Line Manager with HR where required Before the invitation is issued
2 Prepare the invitation with the meeting arrangements, objectives to be reviewed, relevant supporting information and details of how the employee can raise any access or support needs. Line Manager Allow reasonable notice before the meeting
3 Hold the meeting, review progress against each objective, discuss evidence and barriers, listen to the employee's explanation and consider whether further support is needed. Line Manager with HR where appropriate On the agreed meeting date
4 Decide on the appropriate next steps after considering the evidence and employee's response. Confirm any further support, revised objectives, extension or formal process required. Line Manager with HR approval where required Promptly after the meeting and any necessary further checks
5 Send a written summary, update the PIP record, confirm responsibilities and the next review date, and ensure any formal procedure follows the applicable policy. Line Manager or HR Promptly after the outcome has been agreed
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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.

  • Sending a generic invitation that does not identify the PIP objectives or performance areas to be reviewed.
  • Giving insufficient notice or failing to provide relevant information needed to prepare for the meeting.
  • Deciding in advance that the employee has failed the PIP without considering their progress, explanation or available evidence.
  • Ignoring whether training, resources, management support or reasonable adjustments have been adequate.
  • Failing to distinguish an informal PIP review from a formal disciplinary meeting where a warning or other sanction may result.
  • Failing to record the meeting outcome, agreed actions, support arrangements and next review date.
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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.

This letter should be used alongside the employee's existing PIP and the organisation's capability or performance management procedure. The meeting's purpose must be accurately described: a routine PIP review should not be presented as a formal disciplinary hearing unless that is the process actually being followed.

Performance management and PIPs

ACAS recommends that employers address performance concerns fairly, explain the required standard, identify specific objectives and provide a reasonable timeframe and appropriate support or training. Performance objectives should be clear, measurable, achievable, relevant to the employee's role and time-bound. Employers should keep records of discussions and share relevant written information with the employee.

At a second review, the manager should assess progress against the agreed plan, consider the employee's explanation and review whether the support and resources provided have been adequate. Where progress is incomplete, the employer should consider whether additional support, revised objectives or a reasonable extension is appropriate before escalating the process.

Guidance: https://www.acas.org.uk/performance-management and https://www.acas.org.uk/performance-management/problems-with-an-employees-performance

Reasonable notice and preparation

Give the employee reasonable notice of the meeting and sufficient information to understand what will be discussed. Where the meeting concerns ongoing performance concerns, identify the objectives being reviewed and provide relevant performance information in advance where appropriate. The employee should have an opportunity to prepare their response and raise relevant evidence.

If the meeting is a formal disciplinary hearing, the employer should provide sufficient details of the alleged poor performance and possible consequences to enable the employee to prepare. Relevant written evidence should normally be shared, and the meeting should be held without unreasonable delay while allowing reasonable preparation time.

Guidance: https://www.acas.org.uk/acas-code-of-practice-on-disciplinary-and-grievance-procedures

Right to be accompanied

There is not normally a statutory right to be accompanied at an informal PIP review meeting. However, the employer's own policy or contractual arrangements may provide a right, and allowing a companion may be appropriate in the circumstances.

If the meeting is a formal disciplinary meeting that could result in a formal warning or other disciplinary action, the employee has a statutory right to be accompanied by an eligible companion following a reasonable request. The invitation should explain that right and how to exercise it. If the meeting's purpose or possible outcome changes, pause and seek HR advice before proceeding.

Guidance: https://www.acas.org.uk/disciplinary-procedure-step-by-step/step-4-the-disciplinary-hearing

Disability and reasonable adjustments

Employers must consider their duty to make reasonable adjustments for disabled employees where applicable. A performance concern may be affected by a disability, health condition, working arrangements or a need for additional support. Managers should consider relevant information, discuss potential barriers sensitively and seek HR advice before deciding on next steps.

Do not assume that a performance gap is simply a lack of effort where the employee may need adjustments, equipment, training, clearer instructions or other support. Consider whether the original objectives and review period remain appropriate in light of relevant circumstances.

Guidance: https://www.acas.org.uk/reasonable-adjustments and https://www.acas.org.uk/performance-management/problems-with-an-employees-performance

Escalation and capability procedure

If the employee has not achieved the required improvement, the employer should follow its capability or performance procedure and act fairly. Depending on the circumstances and the policy, next steps may include further support, an extension to the PIP, a formal warning or other action. Dismissal for capability should be a last resort after appropriate support and a fair process.

If the second PIP meeting could result in a formal warning or other disciplinary action, it should be clearly notified as a formal meeting and the applicable procedural safeguards must be followed. Do not use an informal PIP review to impose a formal sanction without following the required procedure.

Guidance: https://www.acas.org.uk/performance-management/dismissals-for-capability-or-conduct and https://www.gov.uk/taking-disciplinary-action/disciplinary-investigations-and-hearings

Confidentiality and record keeping

Keep the PIP, performance evidence, meeting notes and correspondence secure and share them only with people who need access for a legitimate employment purpose. Record the employee's explanation and any support agreed, not just the manager's conclusions. Follow the organisation's data protection and retention procedures.

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FAQs

What is the purpose of a second PIP meeting?

The meeting reviews the employee's progress against the objectives agreed in the original PIP. It provides an opportunity to discuss achievements, outstanding performance gaps, barriers to improvement and any further support or action required.

How much notice should I give the employee?

There is no single statutory notice period for every routine PIP review. Give reasonable notice in line with company policy and the circumstances, and allow sufficient time for the employee to prepare. If the meeting is a formal disciplinary hearing, follow the applicable procedure and provide enough information and preparation time for a fair response.

Does the employee have a right to bring someone to the meeting?

There is not normally a statutory right to be accompanied at an informal PIP review, although company policy or contractual terms may provide one. If the meeting could result in a formal warning or other disciplinary action, the statutory right to be accompanied applies to a qualifying formal disciplinary hearing. Make the meeting's purpose clear in the invitation and check the policy with HR.

What happens if the employee has not met their PIP objectives?

Consider the extent of progress, the reasons for any shortfall, the support provided and whether the objectives and timescales were reasonable. Depending on the circumstances and the company procedure, next steps may include additional support, a reasonable extension or formal capability action. Do not assume that dismissal or a warning is automatic.

Why use HRDocBox?

HRDocBox provides practical, customisable HR resources designed to help UK employers manage performance and employee relations consistently. This template provides a structured invitation that can be aligned with the employee's existing PIP, while prompting managers to prepare relevant evidence and clarify the purpose of the meeting.

Why use HRDocBox rather than asking AI?

HRDocBox provides a ready-to-adapt structure with practical process reminders. AI can help tailor the wording, but the employer must still check the existing PIP, performance evidence, company procedure and the employee's individual circumstances. The letter should reflect the actual meeting and must not imply that a formal outcome has already been decided.

How this content is developed and reviewed

The Second 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 and supporting information 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 HR 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.

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