Real Estate Agent 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 real estate agent job description (listings taken, transactions closed, days-on-market vs office average, GCI, sphere-of-influence outreach). The manager edits to fit the specific employee; the structural defensibility is already there. Most agents are 1099 contractors, not W-2 employees — this PIP is structured for the W-2 case (in-house teams, salaried-plus-commission). The disclaimer explicitly flags contractor-vs-employee classification and what changes if the reverse. 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.