Welcome to our resource library! Below you’ll find numerous tools that we hope will help in your work – samples, worksheets, and other tools and tips. For more information on how to use any of these resources, please check out our book, Managing to Change the World.

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Equity & Inclusion

3 Ways to Test for Racial Equity & Inclusion Competency

If the ability to understand and navigate issues of identity, power, and privilege is a must-have for your new hire, this article will help you test for it.

Hiring Rubric Starter Kit

Use this starter kit to help you create and use your own hiring rubrics.

Mitigate Bias in Hiring With a Simple Rubric

One way to lay the groundwork for equitable hiring is by using rubrics to mitigate bias.

Equity Rationale: Why You Need One, and How To Get Started

Spark and facilitate reflection, learning, and actionable commitments to equity and inclusion within your organization by creating an equity rationale.

SMARTIE Goals Worksheet

Make sure your goals have an equity and inclusion component by using this SMARTIE goals worksheet.

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Delegation Worksheet

When assigning a new project, use this worksheet to get aligned on expectations, resources, constraints, and how you'll monitor progress.

Project Plan Sample

For complex projects, it's helpful to have a written plan that lays out "who will do what by when," including interim deadlines for smaller components.

Assigning Responsibilities

Try our "MOCHA" model (Manager, Owner, Consulted, Helper, Approver) to articulate who should play what role throughout the course of work.

What to Delegate

When looking for work you can delegate, ask yourself: what are the areas where your impact is much greater than your staff's, not just a bit better? Here's a worksheet that will help.

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.

Probing Questions to Get Beneath the Surface

To help you monitor progress and understand how work is really going, here are some probing questions that will help you get beneath the surface.

Sample Email to Staff to Introduce the MOCHA Model

Here's an email you can use to introduce our MOCHA terminology for managing projects to your staff and get everyone using the same vocabulary.

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Roles & Goals

Role Expectations

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 she should approach her work.

Success Sheet - Setting Goals

Use this success sheet to help set annual goals for individual staff members, describing what success looks like and how the staff member plans to get there.

Success Sheet - Check-In

Once goals are set, make sure to regularly check in on your staff member's progress toward them. This form can help structure your monthly or quarterly goals check-in.

Success Sheet - Role and Goals

Prefer to combine role and goals on the same sheet? This sheet lays out what the role is responsible for (the "what"), the ways to successfully approach the work (the "how"), and what success in this role looks like over a particular period of time (goals).

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.

Sample Goal Development Process

This sample goal development process can serve as a guide to help you design your organization’s own process.

SMARTIE Goals Worksheet

Make sure your goals have an equity and inclusion component by using this SMARTIE goals worksheet.

Red Light/Green Light

Track your progress toward goals using this simple tool.

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Check-in Meetings - Sample Agenda

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.

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Sample Statement of Core Values

Formally articulating the values you expect all staffers to live up to sends strong messages about how people should approach their work.

Setting Expectations for New Hires

One group we work with sends this memo to prospective senior hires to capture how things work in their culture so candidates know what they're committing to. The details for your organization will differ from what's described here, but we love how explicit this is about culture and expectations.

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Building the Pool Worksheet

The more energy you spend on building your pool of candidates, the more likely you’ll be to find high performers.

Job Description Sample

A great job description goes beyond simply listing responsibilities and qualifications.

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.

Sample Interview Questions

These questions will help you probe how a candidate will perform once on the job.

Job-Simulation Exercises

Having candidates complete exercises similar to what they’d be doing on the job may give you the best sense of how they would perform if hired.

Figuring Out the Role Sample and Worksheet

This worksheet will help you develop a clear idea of who you're looking for (which can then be translated into a job description).

Interview Cover Letter

This sample email to candidates asks them to prepare to simulate job-related activities.

Suggested Reference Check Questions

Our reference check outline, worksheet, and suggested questions will help you dig beneath the surface to get truly helpful information.

Rejection Email Samples

The fastest way to inform candidates that they are no longer under consideration is by having a standard e-mail template that you can easily adapt.

Orientation Agenda Sample

Having a written agenda for orienting a new employee helps you present information in an organized, easily understandable way.

Roadmap for Setting New Staff Up for Success

This roadmap will walk you through four key steps for nailing a new staff member’s first three weeks.

3 Ways to Test for Racial Equity & Inclusion Competency

If the ability to understand and navigate issues of identity, power, and privilege is a must-have for your new hire, this article will help you test for it.

Hiring Rubric Starter Kit

Use this starter kit to help you create and use your own hiring rubrics.

Mitigate Bias in Hiring With a Simple Rubric

One way to lay the groundwork for equitable hiring is by using rubrics to mitigate bias.

Newsletter Articles

Developing People

Sample Performance Evaluation Form

Here’s one easy-to-use performance evaluation system we love.

Sample Performance Evaluation Form - Shorter

This is our shorter, simpler version of a performance evaluation form.

Completed Performance Evaluation - Corrective Assessment

We know it can help to see samples of this sort of thing, so here’s a sample evaluation of a struggling employee.

Completed Performance Evaluation - Strong Assessment

… And here’s a sample of an evaluation for a high performer.

Executive Director Performance Evaluations

When it's the executive director who's being evaluated, too often boards fail to look at the central question: what results is the ED getting? In this piece, we urge boards to emphasize the “what,” not just the “how,” when evaluating the ED.

You Probably Need to Give More Feedback! Here’s How.

One of the most powerful tools managers have for developing staff is providing direct feedback. If you’re like most managers, though, you still probably should be giving a lot more feedback than you are. In fact, by far the biggest mistake that we see managers make with feedback isn’t giving it poorly, but simply not giving it at all. You can make it significantly easier to give more feedback by doing these four things.

Giving Feedback

Nervous about giving feedback? This worksheet will help you think about what you want to say, and how to say it.

2x2 Feedback Form

The 2x2 system ensures that managers and staff members talk about what each is doing well and what could be better.

360 Feedback - A Field Guide for Managers

Here's a field guide chock-full of tips and tools for managers to get started with 360 reviews.

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Performance Problems

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.

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.

Formal Performance Warning - Sample

Here’s an example of a more formal performance warning in writing.

Firing - Sample Script

Managers often struggle to find the right words to use when letting an employee go, so here’s a sample script.

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.

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Managing Managers

Techniques for Managing Managers

Effectively managing managers requires explicitly talking about and reviewing their management, as well as observing it in action. Here's how.

Sample Expectations for Managers

Here’s a sample of what clear, written expectations for managers might look like. You could use these written expectations when training, developing, and evaluating managers.

Planning How to Invest Your Time When Managing Managers

This worksheet will help you plan which areas to focus on with the managers you're managing, as well as what specific actions you'll take and conversations you'll have.

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Time & Systems

Daily List - Sample

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.

Weekly-Plus List - Sample

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 back-burner projects while prioritizing those that will make your month a success.

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Managing Up

Getting Aligned

Set yourself up for success by getting aligned with your boss on expectations, how you'll communicate, and accountability.

Sample Division of Labor Plan

This sample will help establish a clear division of labor showing what responsibilities fall to you and what responsibilities fall to your boss.

Managing Up Phrases

Here are some emotionally intelligent phrases and techniques for some common managing-up situations you might encounter.

Emotional Intelligence

This worksheet will help you identify what pressures your boss is under and how you can take a more effective approach as a result.

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Other Topics

Being the Owner

This handout will walk you through how to be an outstanding owner of your work -- someone who's truly responsible for the success of your realm.

Toward a New Kind of Progressive Organization?

CEO Jerry Hauser discusses the extremes of both tyrant-led organizations and touchy-feely ones, and describes the rise of leaders and organizations capable of getting and sustaining results by marrying rigor and accountability with openness and empowerment.

Meeting Structures

This template will help you think about how to best structure your regular meetings and decision-making bodies.

Retention Chart

Taking just 60 seconds to think through your strategy for retaining your top performers can make the difference between keeping a star staff member long-term or losing her to another opportunity.

Exit Interviews

Exit interviews with a departing employee can be a valuable source of information about what’s working well and what could be improved. Here are some questions to ask.

Modes of Decision-Making

Being transparent about how decisions will get made often gets better outcomes with more engaged participants. Here's one potential decision-making framework to share within teams.

Budget Decisions Framework

If you’re facing tough financial decisions, this simple worksheet can help you capture sound contingency plans for moving forward.

Board Accountability Form

This form is designed to help board members remain accountable to each other and the organization they serve by providing a structured reflection on each board member’s contributions.

Pros-Cons-Mitigations Tool

Engage your team in tough decision-making using this simple table.

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