Here is where you can download forms, worksheets, templates and examples. Use these forms for goal setting, writing job descriptions, creating employee performance evaluations and more. We will keep adding more tools so please bookmark this page and return from time to time.
Job Descriptions
Job Description Template English Updated 2018
Job Description Template English Word
Job Description Template French
Click here to download sample job description
Job description and levels of authority template
Sample Job description and levels of authority template
Employee Performance Evaluations
Employee-Performance-evaluation-form-PPI-competencies_worksheet
Employee Criteria Measure 5 Core Competencies
5 CORE COMPETENCIES APPRAISAL_importance
Rule-of-thirds-employee-evaluation-grid-sample
Rule-of-thirds-employee-evaluation-grid
Salesperson-Performance-evaluation-form-Sales competencies
How to get a pay raise cheat sheet
Goal Setting
Year in Review 2023-2024 Year in Review Goal Planning Workbook blank
2023-2024 Year in Review Goal Planning Worksbook blank (pdf version)
2022-2023 Year in Review Goal Planning PowerPoint worksheet
2021-2022 Year in Review Goal Planning workbook (updated for 2022)
2020-2021 Year in Review Goal Planning Worksbook blank
Our classic Goal Planning Form Template
Goal Planning.priorities workshheetdocx
Here is the link to download the Goal Setting Form Template for Types of People
Here is Stephen’s Goal Setting Form Example based on his Type
Employee Recruitment & Retention
Attracting Employees Worksheet
Organizational Development
Delegate to Scale and Free Time
Link to video guide for above worksheet Balance the Functional Areas of Your Business to Scale and Free Up Time (FREE Workbook Included)
Meeting-Planner-template (updated version 2021)
Link to article and video explaining how to use Meeting Planner tool
Performance Management
How To Deal with Difficult Employees part II Questions form
How To Deal with Difficult Employees part II sample
KSS Individual Development Worksheet
EMPLOYEE ENGAGEMENT AND RETENTION PLANNING WORKSHEET
Employee task engagement and motivation worksheet (Article & video to go with this worksheet)
Delegation
Motivation
Employee Motivation Checklist Worksheet
Employee Communication
Active listening exercise (please view in slide show mode)
Leadership Style Test: Are You a Leader or Manager?
Leadership style test Optimus Performance
Employee Classification Quadrant Worksheet
Training & Development
Training needs analysis worksheet
Training Needs Analysis Questionnaire
The Seven Steps for Effective Employee Training Worksheet
Create an Employee Cross-Training Plan Worksheet
Employee Training Session Plan Worksheet
Making a Great Sales Pitch role play exercise (link to video explaining the process)
Team Development
Who Done It exercise in personal responsibility
Teamwork effectiveness evaluation worksheet
Teamwork exercise for both remote and onsite teams
Decision-Making
Article Making Decisions Timely and Effective using the T Decision Worksheet
Video showing example of T exercise
Personal Development
Levels of Growth Dimensions of Life Template Form
Levels of Growth Dimensions of Life Reference Document
Daily Record Tracking Form (link to article & video explaining this form)