Templates by Crewmojo

This library made possible thanks to organisations open-sourcing their people practices

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Crewmojo

At Crewmojo we offer a flexible performance management platform that feels like we built it just for you. One of the ways we do this is to offer 100 plus customisable digital templates within our platform to help you build a simple, modern performance experience that just makes sense to your people.

Mark Lewis

Templates:

Performance Reviews

360 Simple - Downward Review

This downward review takes a simple approach. It is part of a 360 set.
Performance Reviews

360 Simple - Peer Review

This peer review is part of a 360-set based on a simple approach.
Employee Experiences

Onboarding Experience

A complete onboarding experience designed to engage your team.
Performance Reviews

Performance Management Policy

Get a headstart on creating a performance management policy for your organisation.
Performance Reviews

360 Detailed - Downward Feedback

Downward feedback - motivate and engage your team - Part of a 360 set.
Performance Reviews

360 Detailed - Peer review template

Peer review: A simple and easy to manage feedback model - Part of a 360 set.
Performance Reviews

360 Detailed - Self review template

Crewmojo's self review template - Part of a 360 set.
Performance Reviews

Quick Business-wide Talent Review

One simple process to do a quick talent review across all teams.
Performance Reviews

Goals and Values Performance Review

Review based on WHAT was achieved and HOW they achieved it.
Surveys

Performance Experience Survey

Give your 'performance experience' a rating.
Surveys

Coaching Effectiveness Survey

Understand the coaching effectiveness of your leaders.
Surveys

The 4Ls retrospective survey

Understand your team experience with the simple 4L's retrospective.
Surveys

Engagement Survey

Understand your team engagement. Use this survey as a pulse or an annual survey.
Surveys

Employee Experience Survey ex Genome

Employee experience survey by EX Genome Project.
1-on-1 Meetings

Coaching 1-on-1's: Pack

A whole range of coaching topics to support a coaching culture.
1-on-1 Meetings

Pulse Check Template

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

1-on-1 Template - Sales

The ideal weekly sales conversation template.
1-on-1 Meetings

Exit Interview Agenda

Gain insights & identify next steps to retain your key employees.
1-on-1 Meetings

Weekly snapshot

A weekly status update to support your team to hit their goals.
1-on-1 Meetings

Onboarding: 90 Day Check-In

New Starter: 90 day check-in. Ready to fly.
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: Week One Meeting Agenda

The ideal template for your week one onboarding 1-on-1 with a new hire.
1-on-1 Meetings

Onboarding: 30 Day Check-In

Template for a check in at the 30 day mark.
1-on-1 Meetings

Onboarding: 6 Month Check-In

6 month milestone - reconnect with your team member.
1-on-1 Meetings

Remote Work 1-on-1

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 & offer the right support.