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.
Tool / Template
Role Expectations Template & Samples
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.
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.
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.
Project Plan Template & 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.
Delegation Worksheet
Project leaders and managers: use this worksheet when delegating a new project or responsibility to get aligned on expectations, resources, constraints, and how you’ll check in about progress.