Performance Management - Tools & Templates

Define the Performance Management Philosophy Working Document

Use this working document to establish the foundations for performance management within the organization and develop a philosophy statement.

Performance Management Pain Point Assessment

Use this tool to assess the current state of the organization's performance management framework.

Design the Performance Management Framework Working Document

Use this working document to capture key performance management decisions and insights related to each element of the performance management framework.

Self-Assessment Tip Sheet

Use this tool to guide employees in navigating their self-assessment.

Build Trust as a Leader Handbook

This handbook will allow participants to take notes and complete activities during the Build Trust as a Leader training session.

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 Improvement Plans Job Aid

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

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.

Team-Based PM Guide

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

Team-Based PM Workbook

Use this workbook to document key information and decisions while completing the team-based performance management project.
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