Exit Interview Tips (and a Template!)
Exit interviews with a departing employee can be a valuable source of information about what’s working well and what could be improved. Use our tips and template to get started.
Tool / Template
Division of Labor Samples
A division of labor helps two or more people clarify which responsibilities each person holds. Here we share two samples.
Getting Aligned Worksheet
Set yourself (or your team) up for success by getting aligned with your project lead or manager on priorities, expectations, resources, and check-in points along the way.
Weekly-Plus List Template
The Weekly-Plus list is a complement to our Daily List to keep yourself organized beyond the day-to-day. It helps you keep track of backburner projects while prioritizing those that will make your month a success.
Daily List Template
The Daily List is a tool you can use to keep yourself organized on a day-to-day basis. It helps you separate “big rocks” (essential things that you need to complete to consider your day successful) from other action items.
Coaching Out – Sample Script
A coaching-out conversation is aimed at convincing an employee that continued tenure in the role doesn’t make sense and agreeing on a smooth transition plan.
Firing – Sample Script
Managers often struggle to find the right words to use when letting an employee go, so here’s a sample script.
Formal Performance Warning – Sample
When corrective feedback and support hasn’t led to improved employee performance, a more formal warning that clearly informs the employee that their job is in jeopardy is usually the next step. Here is an example of a formal performance warning in writing.
Informal Performance Warning – Sample Script
Here’s an example of what an initial, informal warning conversation might sound like with an employee who’s struggling.
Sample Progressive Discipline Policy
Progressive discipline consists of a brief series of increasingly serious warnings, culminating in dismissal if an employee fails to improve sufficiently – and lets your staff know that they won’t be fired without first knowing about your concerns.