Performance Management - Tools & Templates

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.

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 the Goal Management Job Aid to further understand McLean & Company's goal management model.

Performance Management Catalog for Wide Spans of Control

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

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.

Create an Inclusive Promotion Process and Policy

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