Probation & PIP goal record
Compare agreed goals, measures, resources, delivery and dated feedback.
No account. This tool processes inputs in your browser without uploading them. Use short aliases and document references, not private files or other people’s personal data. Saving is off by default; added records and context can be saved on this device if you choose. An item still in the editor is not saved until added.
Your working record
Plain-text download
Excel exports separate fields for editing and filtering, with a snapshot of the current result. Values do not recalculate. PDF: choose Save as PDF in the print dialog.
How to use this worksheet
Use the real review date and its source. Enter one goal per record, with a measure and the resources needed. Keep delivery and feedback separate, and record when a goal changes instead of silently replacing the old expectation.
Worked example
Example: “improve quality” lacks a measure. Record the wording, ask what sample, error definition and review period apply, and note the response. Attach no files here: reference the work and feedback records you can lawfully retain.
What to do next
The result is a factual comparison and meeting preparation record, not a prediction of confirmation or dismissal. Acknowledging receipt and agreeing with an assessment are different fields. The 30/60/90-day template is a planning aid, not a statutory probation limit.