Tools & Templates

Performance Review Template

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

Modern Performance Management Presentation Template

Use this template to introduce the new PM framework to managers and employees.

Team Dynamics Handbook

This workbook will guide team leaders through the four phases of the team lifecycle and allow participants to take notes and complete activities during Navigate Team...

Employee Engagement Focus Group Guide

Use this guide to assist in the facilitation of focus groups to select initiatives that address employee engagement drivers.

Identify and Reengage Disengaged Employees – Manager Guide

Use this guide to help managers support disengaged employees.

Guide to Interpreting Your Overall Engagement Report

Use this guide to interpret team engagement score results and feedback.

Engagement Initiative Card Template

Use this template to track engagement initiative details and progress.

Role Plays: Foster Effective Feedback in the Workplace

​Use these role play scenarios during employee and manager training on effective feedback skills to give them practice with all feedback actions and directions.

Effective Feedback in the Workplace Knowledge Check

Use this quiz after training employees and managers on effective feedback practices to assess their understanding of the content.

Foster Effective Feedback in the Workplace Training Session Feedback Form

Use this template to collect assessments from participants of effective feedback skills training.
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