Business Development Representative PIP — job-description-based Template

Most generic PIP templates ask the manager to invent everything: the concerns, the goals, the standards, the support plan. That invitation to invent is exactly where PIPs go wrong — the rationale ends up subjective, the goals aren't legally defensible, and the employee can plausibly argue the bar was set up to be unreachable. This template inverts the pattern. Every performance concern and every SMART improvement goal is anchored to a named essential function of the BDR job description (qualified meetings booked, dials/emails per day, meeting-to-opportunity conversion, sourced pipeline). The manager edits to fit the specific employee; the structural defensibility is already there. BDR PIPs hinge on activity discipline as much as outcomes — early-funnel inputs (dials, sequences, persona research depth) deserve their own SMART goals because they're the lever the rep actually controls. Includes the EEO-defensible job-description-driven framework, at-will preservation, ADA reasonable-accommodation invitation, FMLA carve-out, receipt-not-agreement acknowledgment block, and a built-in disclaimer + limitation-of-liability page.