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 & 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.

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 & 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.

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

Goals Bank

Need inspiration for goal-setting? Check out our goals bank of sample SMARTIE goals for common areas in the progressive and education equity sectors.

6 min read
Resource Type
Tool / Template

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.

1.5 min read
Resource Type
Tool / Template

Red Light/Green Light Goal Tracking Tool

The Red Light/Green Light Goal Tracking Tool is for tracking progress toward goals. This resource contains samples of goals at the organizational, team, and individual levels.

10 min read
Resource Type
Article / publication

Five Tips for Goal-Setting in Chaos

When there is a lot going on in the world, your organization, or your personal life (or all three!), goal-setting can feel like an insurmountable task. The good news is that goal-setting doesn’t have to add to the chaos; it can help you move through it.

3 min read
Resource Type
Article / publication

How to Actually Reprioritize

Whether you’re a staff member, project leader, or director, one of the most important skills you may need in the current terrain is the art of saying “no” (to some things) so you can make room for others. In other words: how to reprioritize.

5.5 min read
Resource Type
Article / publication

Managing Through Uncertainty: How to Scenario Plan

Scenario planning now helps you prepare for the future so you can seize possibilities or develop contingency plans. Learn the basics of scenario planning, then get started with our easy-to-use tool.

6 min read
Resource Type
Tool / Template

The 5-Box Scenario Planning Tool (and Sample)

Whether you are managing through uncertainty and change, or anticipating strategic forks in the road, our 5-Box Scenario Planning Tool can help you gather the information you need, think through scenarios, and outline possible action plans.

6 min read
Resource Type
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.

1.5 min read
Resource Type
Tool / Template

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.

2 min read
Resource Type
Tool / Template

Goals Stepback Worksheet

Once you’ve set goals, make sure to regularly check in on progress. Use the Goals Stepback Worksheet to track progress and share updates about your team or individual goals on a regular basis.

1.5 min read
Resource Type
Tool / Template

30/60/90 Day Goal-Setting Template

Use this resource to set short-term goals and identify essential activities for the first three months.

2 min read
Resource Type
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.

3 min read
Resource Type
Tool / Template

Sample CTO Goals & Metrics

These sample talent-related goals can help you identify and set your own for the Chief Talent Officer (CTO) role.

2 min read
Resource Type
Article / publication

Common Choice Points

Here is a list of some of the most common choice points, or key decision-making opportunities, managers face that may have equity and inclusion impacts.

3.5 min read
Resource Type
Tool / Template

Hoja de trabajo de los objetivos SMARTIE

Los objetivos son una forma concreta de impulsar los resultados, pero sin un componente explícito de equidad e inclusión, los objetivos no producirán mejores resultados para las comunidades marginadas, ni abordarán las disparidades, ni crearán pertenencia.

3 min read
Resource Type
Tool / Template

Plantilla y muestras de las expectativas de la función

A menudo resulta útil crear una descripción de una página del rol de un miembro del personal que tenga en cuenta no sólo lo que debe hacer, sino también cómo debe acercarse a su trabajo. Este recurso contiene una plantilla y dos ejemplos de hojas de expectativas de roles.

6.5 min read
Related Training

Managing to Change the World

Three arrows pointing toward center.

An interactive, fast-paced crash course in the basics of effective, equitable management. Covers skills like delegation, role clarity, setting goals, and developing staff.

duration
2 or 4 days
ticket price
$395-$650
Learn More

Equitable Hiring

Three adjacent arrows showing progress.

A half-day, interactive workshop for hiring managers who want to create equitable, hiring plans—from defining the role to interviewing and rubrics for evaluating candidates.

duration
1 day
ticket price
$200
Learn More