The Professional Record
An Employee Documentation Toolkit
Document your work as it happens, so your record is ready long before anyone asks for it.
Books & Resources / Templates & Toolkits
Templates & Toolkits
Practical tools for pivotal moments.
Fillable digital templates and toolkits you can use right away, for documenting your work, responding to performance concerns, and starting a new role with intention.
Navigating Performance Concerns
An Employee Response Toolkit
Fillable tools for clarifying feedback, preparing for difficult conversations and responding to a performance improvement plan, with clarity and composure.
Strategic Network Map
Your First 60 Days in Any New Role
The right people, the right questions, built on purpose, a few at a time.
Managing Up
Effective Communication with Your Leader
Communicate needs, flag risks early and propose solutions your leader can act on.
The Unbox Playbook
How to Step Out of Limiting Stereotypes at Work
Step out of the box people have put you in, without losing yourself.
The Professional Record
An Employee Documentation Toolkit
Document your work as it happens, so your record is ready long before anyone asks for it.
Navigating Performance Concerns
An Employee Response Toolkit
Fillable tools for clarifying feedback, preparing for difficult conversations and responding to a performance improvement plan, with clarity and composure.
Strategic Network Map
Your First 60 Days in Any New Role
The right people, the right questions, built on purpose, a few at a time.
Managing Up
Effective Communication with Your Leader
Communicate needs, flag risks early and propose solutions your leader can act on.
The Unbox Playbook
How to Step Out of Limiting Stereotypes at Work
Step out of the box people have put you in, without losing yourself.
More well-being and resilience resources are being prepared.
Leadership and organizational culture resources are being prepared.
The Template Bundle
All 5 for $35.
Get every template in one checkout and one download.
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