Sample Email to Introduce the MOCHA Model
Here’s an email you can use to introduce our MOCHA model for clarifying project roles and get everyone using the same vocabulary.
Tool / Template
Sample Email to Kick Off Goal-Setting
Here’s a sample email that you can use to explain what you’ll be doing and why, and how you’ll use the goals once they’re created.
Figuring Out the Role Worksheet & Sample
Being crystal clear on the role is key to recruiting top talent. Use this worksheet to develop the competencies a top candidate must have. This list can then be translated into a job description. We’ve also included a sample of what a completed worksheet might look like.
Executive Director Performance Evaluation Form Template
As with other employee evaluations, ED evaluations should focus on both what the ED has accomplished (results) as well as how the director, CEO, principal, or co-director operates (values and approach). Use our Executive Director Performance Evaluation Form Template to conduct a balanced, rigorous evaluation of your director’s performance on both fronts.
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.
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.