Tools & Templates

Performance Ratings Guide

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

Performance Management Pain Point Assessment

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

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.

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 Evaluation Template

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

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.

Scenario Action Plans Template

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

Sustainment Components Catalog

Use this catalog to explore tactics for implementing the core and supplementary sustainment components.

Sustainment Plan Workbook

Use this workbook to document key project information, the sustainment plan, and a framework to evaluate progress.

Change Action and Communication Plan

Use this tool to establish clear action steps and communications to implement a change.
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