Resources
Free tools and templates to help you on your journey.
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Communicating Change Template
As leaders in organizations, we have accountability for preparing for and communicating change. This planning document will help you accomplish just that.
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Prioritization and Time Management Tools
Planning long term and prioritizing today are keys to being known for keeping your commitments.
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Meeting Planner
Meetings should be planned to meet specific outcomes. This meeting planner can help you to think through your meeting and how to engage participants.
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Example Agenda
A well constructed agenda reflects effective planning by the meeting facilitator and helps to prepare participants for their involvement.
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Meeting Register Form
If your team has difficulty keeping track of actions and decisions at meetings, use the Meeting Register to keep your team on track!
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The Why and How of Delegation
This resource provides guidance for leaders on effectively delegating to staff and teams.
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Delegation, Planning, and Agreement Worksheet
This resource helps you to plan out a successfully delegated assignment.
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Project Planning and Progress Worksheet
Much of the success of a project happens in the planning stage. This tool will guide you or a team in developing an effective project plan for more complex projects.
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Project Management: Documenting the Plan
This tool is designed to help you document your project plan including the timeline, budget, and dependencies.
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Action Plan Template
This is a simple planning document to support the completion of your goals. It includes the basics.
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Onboarding Checklist
If you are responsible for your organization’s onboarding and orientation, or just the
orientation of one new employee, there are things to think through. This tool will help you to do so. -
LinkedIn Checklist
Part of managing your professional reputation is focusing on your online profile. This checklist will help you to enhance your LinkedIn profile.
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Coaching Philosophy and Approach
If you are thinking of engaging in a coaching relationship, it is important to think through how you want to structure that relationship. My philosophy and approach to coaching can provide an example and help guide your thinking.
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Collaboration Checklist
If you plan on starting a collaboration, this tool is perfect for helping you decide who you should work with and what your priorities should be.