Managing Managers Toolkit
This toolkit contains an overview of the tools in your management toolbelt and a checklist of the skills, behaviors, and practices to spot for when managing managers.
Tool / Template
Introducing Skip-Level Meetings Sample Emails
Send your managers and staff members these sample emails to get started with skip-level meetings today.
Addressing Performance Problems Case Study
Check out this case study that illustrates the four steps outlined in our article on addressing performance problems: reflect, check in, assess, consider and decide.
Performance Improvement Plan Toolkit
A Performance Improvement Plan (PIP) is a written plan with clear steps to help your staff member get to the expected level of performance for their role. This toolkit includes two resources: 1) a preparation worksheet for managers, which can be helpful whether or not you’re ready for a formal PIP; and 2) a template for a written Performance Improvement Plan you can fill in and share with your staff member.
Transgender Inclusion Policy Sample
Create a more inclusive workplace for your transgender, agender, gender non-conforming, genderqueer, and gender non-binary team members with a regularly updated, comprehensive Transgender Inclusion Policy. Use this sample as a reference for your own policy.
Red Light/Green Light Goal Tracking Tool
The Red Light/Green Light Goal Tracking Tool is for tracking progress toward goals. This resource contains samples of goals at the organizational, team, and individual levels.
30/60/90 Day Goal-Setting Template
Use this resource to set short-term goals and identify essential activities for the first three months.
Exercise Stage Email
This is a sample email to a candidate who made it to the exercise stage of the hiring process (in this case, right after an initial screening call).
The Must-Haves Starter Kit
Here are common must-haves we see across organizational roles. Refer to these as you get crystal clear on job duties and competencies in the hiring process. You should not only customize these must-haves, but also revisit and revise from one hire to the next.
Hire the Best Person for the Role: Planning Tool
Use this template to plan how you’ll test and evaluate the must-haves at each stage of the hiring process: job announcement, interviews, simulations/exercises, and reference checks.