TEMPLATES LIBRARY

Performance Management Templates

Empowering you to create amazing performance experiences

By Category
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Performance Reviews

Performance Review - Marketing Role

Explore this performance review built for a marketing team member
Surveys

Team Performance by Marcus Buckingham

Understand your team performance with the simple target survey by Marcus Buckingham
Performance Reviews

Peer review template

Peer review: A simple and easy to manage feedback model
Performance Reviews

Crewmojo 360 Degree Feedback Template

All the templates you need to run an effective 360 degree feedback process.
Performance Reviews

Feedback based Performance Review

Imagine a performance process entirely driven by feedback ! It's here.
Surveys

Coaching Effectiveness Survey

Understand the coaching effectiveness of your leaders
Surveys

5 Traits of Effective Teams by Google

The famous Google's 5 Traits of Team Effectiveness survey
Surveys

Training Effectiveness Survey

Understand the effectiveness of your facilitated training programs
Surveys

Mantel Group Exit Survey

Gain insight into the reasons for someone leaving & improve your workplace practices.
Role Descriptions

Systems Engineer Role Description

Highlight good and bad skills & behaviours for systems engineers in this role description
Role Descriptions

Product Manager Role Description

Share a vision of what success looks like for great product managers.
Role Descriptions

Marketer Role Description

The good and bad project describes good and bad behaviours in the marketing role.
Role Descriptions

Software Engineer Role Description

Outline the software engineer role by demonstrating positive and negative behaviours.
Role Descriptions

Designer Role Description

Create clarity and team cohesion by demonstrating positive and negative behaviours in the designer role.
Role Descriptions

Leadership Role Description

Show your leaders how to succeed with a clear role description.
Role Descriptions

Customer Success Role Description

Give a clear outline of how to be a great customer success team member.
1-on-1 Meetings

Coaching - Development Goal Progress

Work with your team to help them meet their development goals
1-on-1 Meetings

Coaching - Performance Goal Progress

Work with your team to help them meet their performance goals
1-on-1 Meetings

Coaching - Work Habits & Performance

Work with your team to improve their work habits & performance
1-on-1 Meetings

Coaching Check In - Full Pack

Coaching check in pack. A whole range of coaching topics to support a coaching culture.
Surveys

Pulse Check Template

Get a quick snapshot of team health and sentiment
1-on-1 Meetings

Manager Feedback

Gain direct feedback from your team about how you can improve as a leader
1-on-1 Meetings

Exit Interview Agenda

Gain insights to improve your organisation. Identify next steps to retain your key employees.
1-on-1 Meetings

Weekly snapshot

A consistent simple weekly status update that keeps you connected with your team and how they are progressing toward their goals.
1-on-1 Meetings

Onboarding: 1-on-1 Meetings Pack

New Starter: Create a simple easy consistent new starter experience.
1-on-1 Meetings

Goals Check-In

1-on-1 template: Help your team member achieve their goals and keep team momentum
1-on-1 Meetings

Onboarding: First Meeting Agenda

The ideal template for the first 1-on-1 with a new starter.
1-on-1 Meetings

Working From Home Check-In

A great template to check-in on your teams working from home environment.
1-on-1 Meetings

Wellbeing Check-In

Check-in on the wellbeing of a team member and connect them with the right support
By Category
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By Category
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