Performance Management - Tools & Templates

Team-Based PM Guide

Use this guide to to introduce and support the team-based performance management framework within the organization.

Team-Based Total Rewards Job Aid

Use this job aid to align rewards and recognition to team-based performance management if this is within the project scope.

Manage Poor Performance While Working From Home: Manager Guide

Use this template to provide managers with guidance for addressing performance management remotely.

Manage Poor Performance While Working From Home: Infographic

Use this infographic to easily outline the performance improvement process for managers.

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.
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