Leadership Development - Tools & Templates

First-Time Manager Program Checklist – Direct Manager

Use this checklist to capture first-time manager development tasks for direct managers.

Customer Accountability Tracking Tool

Share this tool with emerging leaders to help structure the way they track accountabilities for specific client needs.

Framing the Customer Journey Reflection Tool

Distribute this tool with emerging leaders to organize their reflection and analysis of the customer journey when thinking about the importance of their interaction with...

Tackle Challenging Conversations to Support Customer Satisfaction Infographic

This infographic provides emerging leaders with key takeaways and sample phrasing for addressing challenging customer service situations.

Create Self-Nudges to Make Time Management More Intuitive Infographic

Share this infographic to provide emerging leaders with advice on how to create self-nudges that make time management more intuitive. Along with a step-by-step approach,...

Self-Assessment Tool for Time Management

This tool is to be used with “The Emerging Leaders’ Guide for Time Management” learning guide. Share this self-assessment tool with emerging leaders so that they can...

Evolve Your Leadership Identity Tool

Help leaders evolve their identity to align with the complex responsibilities and experiences as they advance over time.

Skip-Level Meeting Reflection Tool

This tool offers space for leaders of leaders to reflect on different components of skip-level conversations, document key insights, and review emerging themes from...

Lead Effective Skip-Level Meetings – Learning Guide

This guide provides leaders of leaders with strategies to help them lead effective skip-level conversations with staff. This includes strategies for communication,...

Cascade Meaningful Goals Tool

HR professionals should share this guide with leaders of leaders, so they can learn how to confidently address talent management on their teams.
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