TEMPLATES LIBRARY
Performance Management Templates
Empowering you to create amazing performance experiences
Filters

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

Performance Reviews
Performance Review - Remote Worker
Performance review designed for remote team members

Performance Reviews
Performance Review - Software Engineer (Developer)
Performance review for software engineers

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
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.

Performance Reviews
Goals and Values Performance Review
Ask if we reached our goals & are our values being lived.

Performance Reviews
Performance Review by Deloitte
Deloitte's four question performance review template

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.
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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 - Increase Levels of Engagement
Work with your team to improve their levels of engagement

1-on-1 Meetings
Coaching - Increase Team Collaboration
Work with your team to improve their collaboration

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.

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