A collection of templates to make managing easier
See how equipping your leaders with the right resources can accelerate your business success. Save time and download this quick-to-use template toolbox made for essential management processes.
Lead with confidence
Keeping on top of leadership duties can feel like an overwhelming task — but we’ve got you. Stay organized and prepared for the most important moments with these templates. Each includes:
- Best practices to help guide your approach
- Talking points and sample questions to follow
- Example plan, checklist, or agenda, depending on the task
What’s included in the toolbox
One-on-one meeting agenda template
Set a routine 1-on-1 practice with a meeting agenda and talking points to follow.
Stay interview template
Understand what keeps your team members engaged & committed to your company.
Employee onboarding plan template
Checklist and sample activities to map out pre-boarding through to the 1-year mark.
Career development plan template
Support your team members and coach them in mapping out a career development plan.
Clarify roles and responsibilities template
Discuss employee expectations, identify any gaps, and drive accountability & productivity.
Team goal-setting workshop template
Lead a team goal-setting workshop to align each employee with business objectives.
Addressing poor performance template
Talking points and agenda to guide your conversations around improving performance.
Take the leap