Performance Management - 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.

Performance Management Effectiveness Scorecard

Use this tool to better understand what is and isn't working with your current performance management framework.

Modern Performance Management Worksheet

Use this tool to work through decisions that will inform the new performance management framework.

Calibration Job Aid

Use this template to further understand how to structure calibration meetings and mitigate biases.

Feedback and Coaching Guide

Use this guide to help managers provide practical two-way feedback and effective coaching for employees.

Goal Management Job Aid

Use this job aid for further understanding of McLean & Company's goal management model for meaningful performance management goal setting.

Performance Management Catalog for Wide Spans of Control

Use this catalog to tailor performance management for work environments with a wide span of control.

Create an Inclusive Promotion Process and Policy

Use this guide to create an inclusive promotion process and policy in support of performance management.

Team-Based PM Workbook

Use this workbook to document key information and decisions while completing the team-based performance management project.
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