Team Leadership & Management - Templates & Policies

Mentee Preparation Checklist

Help mentees prepare for the mentoring relationship by giving them this preparation checklist prior to your first meeting. This checklist will help the first meeting be...

Basic Business Change Communication Worksheet

To effectively communicate with staff, it is important to put the business rationale behind change and its expectations into writing. This will be very useful when...

Advanced Business Change Description Form

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...

Change Debrief Questionnaire

This questionnaire is meant to gather feedback from staff members about a recent change process. The purpose of this feedback is to improve the process for future change...

Engagement Feedback Session Agenda Template

The Engagement Feedback Session Agenda Template provides managers with a customizable, step-by step guide to conducting a team meeting to share insights on what the...

Innovation Working Group Charter

Build an Innovation Working Group to facilitate your organizational innovation initiative.

Project Stakeholder Register Template

Track your stakeholders and their support position for your project.

New Hire Conversation Guide

The first step to engaging new employees is getting to know them. New hire conversations are informal interviews that should be conducted within the first 90 days of an...

Role Profile Template

Use this tool to outline the minimum requirements for your critical roles.

Executive Presentation Template

A board-ready template for presenting your workforce recommendations and supporting data.
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