Performance Management - Tools & Templates

Workbook: Equip Managers to Lead Through Informed Trust and Accountability

Use the participant workbook as a learning resource for participants during the Equip Managers to Lead Through Informed Trust and Accountability training session.

Blame vs. Accountability Hypothetical Scenarios

Use these hypothetical scenarios during training on informed trust and accountability to supplement the training content and give managers the opportunity to put their...

Blame vs. Accountability Scenarios – Facilitator Guide

Use this guide to facilitate the Blame vs. Accountability Hypothetical Scenarios activity in the Equip Managers to Lead Through Informed Trust and Accountability training...

Diagnosing Root Cause Role Play Scenarios

Use these role play scenarios during manager training on improving low performance to provide managers with practice on diagnosing the root cause of performance issues.

PIP Conversation Role Play Scenarios

Use these role play scenarios during manager training on improving low performance to allow managers to practice conducting performance improvement plan (PIP) conversations.

Performance Improvement Plan Template

Use this template to help managers organize the process, document the employees' action plan, and track their progress.

Workbook: Equip Managers to Improve Poor Performance

Use the participant workbook as a takeaway guide for training participants to reference during and after the Equip Managers to Improve Poor Performance training session.

Root Cause Handout: Equip Managers to Improve Poor Performance

Use this handout during the Improve Poor Performance training to as a reference for common root causes that often lead to inadequate performance.

Performance Inhibitors Strategy Handout: Equip Managers to Improve Poor Performance

Use this handout during manager training on improving poor employee performance to identify strategies for addressing performance inhibitors.

Workbook: Equip Managers to Have Effective Performance Appraisal Discussions

Use the workbook as a guide for participants to reference during and after the Equip Managers to Have Effective Performance Appraisal Discussions training session.
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