This page includes tools designed to help you implement the ideas shared throughout this website. I will continue to add tools every week to this page.
Click the links below to view or download a particular tool.
Use this tool to assess how well your team or organization is doing at implementing and maintaining the following programs: Sponsorship & Onboarding, Training & Development, Accountability, Relationships, and Succession Planning. Read about the STARS concept here.
This tool is designed to start the performance conversation. It helps team members and team leaders to come to agreement on 4 key performance areas at the outset of the performance period. Click here to read a short article that discusses the purpose of this form.
Use this tool as you consider your personal financial situation. Answering these 6 questions will allow you to better understand your short-term and long-term financial needs and hopefully allow you to start planning today for the future.
Use this simple tool to assess your team members. It provides space to capture your thoughts on each team member’s placement, skills, strengths/weaknesses, promotion potential, etc.
A basic tool for identifying mentor roles and responsibilities. Potential answers are provided, but the power is in thinking through the answers yourself.
This graphic outlines the ABCs of inconsistent performance. Use it to discover and discuss with your people the four things that cause performance stumble.
If you are struggling to get your messages to cut through the noise, consider using this tool to assess how simple, bold, and engaging they are. You can use this tool yourself, or better yet, ask others to look at your messages (emails, videos, images, advertisements, etc.) and complete the assessment. Click here to watch a video and read about one Nashville Landmark that gets it right.
Use this tool to help people understand the importance of words and how people often have different thoughts regarding the same term. The document includes exercise instructions for someone to facilitate the discussion, as well as, a tool that each participant can use.
Strategies & Goals
Designed to help individuals and team members to have a discussion about the work they do and what truly matters versus what is merely busyness.
This is a framework you can use to plan, implement, and evaluate strategy. It provides a simple approach without being overly simplistic. Download the image as tool to remind you of the process as you work to create and execute on your organization’s goals.
Are you and your team members taking the ‘right’ steps to achieve top results? Do you even know the steps? This document outlines five key steps that every team (and team member) must take.
If you want to learning more or bring this process to life in your organization, click here and buy the 5Ps Leader Kit and Team Member Participant Workbook. These solutions walk you through the process and will change the trajectory of your team. Use code “Loyal15” at checkout and save 15% on all purchases through 5/31/18.
A quick graphic to help you through development and communication of your strategy.
Use this tool to assess the various customers that your team serves in an attempt to better understand what matters to your customers and how your team can affect your customer’s priorities. Spending time completing this exercise will allow you to better focus your limited resources on things that truly matter to your customers.
A simple tool that individuals and teams can use to identify strategic priorities. The tool allows for robust discussion and collaborative selection.
Trying to set team goals? Use this tool for team members to evaluate goal ideas against five key criteria. Excellent way for teams to come to agreement on a few critical goals. This tool can be used in conjunction with the Setting Strategic Priorities Matrix.
If you are working to accomplish a goal and want to explore what is holding you back and pushing you forward, use this tool. It allows you to think through issues and put the right amount of effort behind an initiative.
Use this tool with your team members or organization leaders to brainstorm the key components of a mission statement. The answers to these questions will help to craft a statement that captures the purpose of your team or mission of your organization.
Use this tool with your team members or organization leaders to brainstorm the key components of a vision statement. The answers to these questions will help to craft a statement that captures the long-term vision for your team or organization.
Training and Development
Simple ‘cheatsheet’ to get your thinking about leaders, employees, trainers, and the organization can participate in improve the impact of an organization’s learning and development investments.
A quick tool to help you plan for your next meeting. Covers a wide range of issues you need to address to have an effective meeting.
Simple tool to help you plan the agenda for your next meeting.
Have a bit of fun at your next meeting. Play a game of meeting bingo with your teammates to see if you’ve fallen into any ruts.
If you are working to create a resume that will capture attention and get you the interview, download and use this tool to help you get started.
Use this tool to assess your resume and see if it is ready to go. Questions are designed to prompt reflection about your resume and create a pre-release checklist of sorts.
Waterfall image with quote, “There is tremendous power in focus.”
Note: These tools are not intended for resale. I provide them to my readers for use with their teams and organizations. If you wish to resell this content, please contact send us a note.
Are your organization’s training and development needs vast and your budget isn’t?
If so, read this longitudinal study of hundreds of professionals attending 30 separate corporate training events and learn two key recommendations you can apply today to improve the effectiveness of your training efforts.