Performance Management - Tools & Templates

Performance Improvement Plan Template

Use this template to help managers organize the process, document the employees' action plan, and track their progress.

Authority Matrix

The Authority Matrix template can be used by managers to provide basic guidelines around decision-making boundaries. It ensures employees understand what is in and what...

Coaching Self-Assessment

Use this tool to enable managers to assess their current coaching ability and their skills over time as they begin to practice what they've learned.

Coaching Tracking Sheet

Coaching - whether formal or informal - is an integral part of employee development within an organization. However, it is easy to lose track of employee progress without...

Coaching Post-Training Follow-Up Facilitation Guide

Use the guide to hold follow-up sessions with training participants that will help to further develop coaching skills.

Annual Performance Review Template: Staff

Regular and formal performance reviews are critical to maintaining and improving overall staff productivity. Every organization has a unique method of administering...

Participant Training Session Evaluation

Assessing and analyzing participant feedback is critical for helping determine how a training session was received by learners and which areas require improvement. This...

Modern Performance Appraisal Check-In Meeting Guide

Use the Modern PA Check-In Meeting Guide as an easy to read reference document for managers and employees as they conduct their check-in meetings using the modern PA...

Checklist for Team Building

Successful teams don't just happen by chance, they develop over time. Use this checklist to navigate the challenges that most teams experience throughout their lifecycle.

Performance Management Effectiveness Scorecard

Use this tool to better understand what is and isn't working with your current performance management framework.
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