Performance Management - Tools & Templates

Handbook: 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.

Handbook: Equip Managers to Lead Through Informed Trust and Accountability

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

Coach Employees for High Performance & Development Participant Handbook

Use this handbook as a reference for managers to find and capture essential information during and after the coaching training session.

Handbook: Equip Managers to Improve Poor Performance in a Hybrid Environment

This handbook will allow participants to take notes and complete activities during the Equip Managers to Improve Poor Performance in a Hybrid Environment training.

Performance Improvement Plans Job Aid

Use this job aid to find information on performance improvement plans, including stages, actions, and best practices.

Role Plays: Equip Managers to Improve Poor Performance in a Hybrid Environment

Use these role play scenarios during training on improving poor performance in hybrid environments. These conversations give managers the opportunity to put their...

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.
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