In this section, you’ll find tools for creating meaningful job roles and setting clear goals, which will help you tap into the full potential of your team to get excellent results.

Where to Start

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
Article / publication

7 Tips For Getting Started With Goal-Setting

Goals are the driving force behind results, but goal-setting can feel laborious and unwieldy. Whether you’re working on goals at the organizational, team, or individual level, follow these tips to get past the pain points and ease the process.

5 min read
Resource Type
Tool / Template

SMARTIE Goals Worksheet

Goals are a concrete way to drive results, but without an explicit equity and inclusion component, goals won’t produce better outcomes for marginalized communities, address disparities, or create belonging. Introducing SMARTIE goals!

3 min read

Additional Resources

Resource Type
Tool / Template

SMARTIE Goals Worksheet

Goals are a concrete way to drive results, but without an explicit equity and inclusion component, goals won’t produce better outcomes for marginalized communities, address disparities, or create belonging. Introducing SMARTIE goals!

3 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
Article / publication

7 Tips For Getting Started With Goal-Setting

Goals are the driving force behind results, but goal-setting can feel laborious and unwieldy. Whether you’re working on goals at the organizational, team, or individual level, follow these tips to get past the pain points and ease the process.

5 min read

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