Free PIP Preparation Checklist

Keep your own record. Do not type employer names, confidential information or sensitive case details into a public website. This page only offers local checkboxes; use your own secure notes for private details.

1. Understand the written plan

Find the formal start date, end date, review dates and any response or appeal deadlines. List each stated objective separately, without paraphrasing away important conditions. Identify who will assess progress and the evidence they say they will use. Check what your employer's actual process and written policy say.

2. Ask for measurable expectations

Request specific examples of satisfactory performance for each unclear objective. Confirm required milestones, how feedback will be given and when changes will be reviewed. Ask what training, access, tools or manager support will be provided.

Fictional illustrative wording

“To help me meet the expected standard, could we confirm how this objective will be measured, which examples would demonstrate it and the review date?”

Adapt the language to the facts. Do not assert an entitlement or legal position that has not been verified.

3. Organise factual evidence

Keep a dated record of objectives, completed work, meetings, feedback and agreed next steps. Note genuine blockers and any support requested, without attributing motives you cannot verify. Preserve only information you are authorised to access and store under workplace policies and applicable law. After discussions, send an accurate, neutral recap when appropriate.

4. Plan independent help and the next check-in

Consider an appropriate employment adviser or representative if the situation is disputed or time-sensitive. Check which internal, trade-union or external support channels are available. Prepare the two or three questions you need answered at your next meeting. Check any action deadline before deciding whether to use additional resources.

Free checklist or complete £59 toolkit?

This free checklist helps you organise immediate questions, dates, documents and independent-support contacts. It works on its own without an account or payment.

The complete £59 self-guided toolkit adds six resources: First-24-Hours Start Here, Objectives Clarifier, Progress and Evidence Tracker, 23-scenario Response Builder, Meeting Preparation Tool and a 12-chapter PIP Handbook. Your own records stay under your control.

The £59 toolkit does not include individual employment or legal advice, a human reviewer, calls, deadline monitoring or any promise of keeping your job. Its checkout is shown only after a fresh provider verification. The £249 human-written tier is closed.

See all six resources Continue using the free checklist

This free checklist is complete without a purchase. The £59 PIP Survival self-guided toolkit is available subject to a fresh, independently verified checkout check. The separate £249 human-written review service is not accepting payments or bookings. No employment outcome is promised; this resource is general preparation information, not legal advice.

Placed on a PIP? Start with what you can clarify.

1. Understand the written plan

2. Ask for measurable expectations

3. Organise factual evidence

4. Plan independent help and the next check-in

Free checklist or complete £59 toolkit?