Resource Type
Tool / Template

Talent List

To ensure that strong candidates readily come to mind when you need to hire, keep a running list of prospects. Here’s a simple template to get you started.

1 min read
Resource Type
Tool / Template

Building the Pool Worksheet

Most hiring mistakes occur not simply because managers select the wrong person, but because they don’t have the right candidate pool to select from to begin with. Use this worksheet to build a strong talent pool.

1 min read
Resource Type
Tool / Template

Job Description Sample

A great job description goes beyond simply listing responsibilities and qualifications. Use this sample as a guide for your hiring process!

4 min read
Resource Type
Tool / Template

Sample Organizational Goals

What will your organization achieve this year, and how will you judge success? Here’s a sample of how to structure clear, measurable organizational goals.

2 min read
Resource Type
Tool / Template

Goals Stepback Worksheet

Once you’ve set goals, make sure to regularly check in on progress. Use the Goals Stepback Worksheet to track progress and share updates about your team or individual goals on a regular basis.

1.5 min read
Resource Type
Tool / Template

Goal-Setting Worksheet

Use the Goal-Setting Worksheet to draft team or individual goals. This tool contains questions for self-reflection or discussion with your manager as you work on goal-setting.

1.5 min read
Resource Type
Tool / Template

Role Expectations Template

It’s often helpful to create a one-page description of a staff member’s role that considers not only what the staff member should do, but also how they should approach their work. This resource contains a template and two sample role expectation sheets.

6 min read
Resource Type
Tool / Template

Debriefing Template

By debriefing at the end of a project, you can capture lessons learned to ensure even better results next time. This template will help you ask the right questions.

2 min read
Resource Type
Tool / Template

Check-in Meeting Agenda Template

This agenda provides a template that you can ask staff members to fill out and send you ahead of your check-in. It’s structured to help staff members and managers check in on progress toward goals, stay aligned on current projects, talk about what’s going well, and what could be going better, and get aligned on next steps.

6.5 min read