Tools & Templates

Redefine Performance Management Presentation Template

Use this template support the launch of the performance management framework and communicate key decisions to employees and managers.

Performance Evaluation Template

Use this template during each check-in meeting to capture accomplishments and feedback.

Define the Performance Management Philosophy Working Document

Use this working document to establish the foundations for performance management within the organization and develop a philosophy statement.

Performance Management Pain Point Assessment

Use this tool to assess the current state of the organization's performance management framework.

Performance Ratings Guide

Use this guide to review and select an appropriate performance performance rating scale option based on organizational needs.

Identify Perfectionist Behaviors Self-Assessment Tool

This tool empowers emerging leaders to assess and identify perfectionist behaviors in their own actions and create an action plan to help them let go of perfectionism.

Design the Performance Management Framework Working Document

Use this working document to capture key performance management decisions and insights related to each element of the performance management framework.

Self-Assessment Tip Sheet

Use this tool to guide employees in navigating their self-assessment.

Scenario Action Plans Template

Use this template to record key elements prioritized for scenario planning, develop scenario narratives, and prepare action plans.

Scenario Planning Workbook

Use this tool to record key decision points, including the factors in scope for scenario planning, and prioritize key elements uncovered in the environmental scan.
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