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.

Performance Evaluation Template

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

Create an Inclusive Promotion Process and Policy

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

Learning in Action: Build Trust as a Leader

Use this handout to remind learners of core concepts learned in the Build Trust as a Leader manager training session.

Redefine Performance Management Presentation Template

Use this template support the launch of the performance management framework and communicate key decisions to employees and managers.

Learning in Action: Delegate and Build Accountability

Use this handout to remind learners of the core concepts learned in the Delegate and Build Accountability manager training session.

Microlearning: Goal Management Guide

Use this microlearning as just-in-time training to prepare for or debrief after goal management conversations.

Microlearning: Give Feedback

Providing constructive feedback can be a struggle. Use this microlearning as a guide to reinforce how you can effectively communicate constructive feedback and understand...

Microlearning: Practice Managing Employee Reactions to Poor Performance Conversations

This interactive microlearning module will equip managers with the skills to manage employee reactions to complex conversations about poor performance. It is intended...

Performance Ratings Guide

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