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Categories
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Manager Tools
Performance Reviews
Goal-setting
Employee Surveys
Career Growth
Lattice Templates
Get inspired with curated templates for people teams, managers and employees
Goal-setting
Quarterly OKRs Template
Setting goals for employees and teams is at the core of any performance management plan. Objectives and key results (OKRs) help ladder up individual and team goals to top-level business objectives.
Employee Surveys
Return-to-Work Survey Questions
A year into a global pandemic, HR teams are beginning to draft their long-awaited reopening plans. Determining the who, what, where, and when will require employee input.
Employee Surveys
30-60-90 Onboarding Survey Template
The first 90 days of a new hires’ experience set the foundation for how successful they’re likely to be in your organization. Learn how well your onboarding strategies are working with this 30-60-90 onboarding survey template.
Manager Tools
Manager Tools
Remote One-on-One Questions
Managers should tailor their one-on-one agendas to get at the issues unique to long-distance work relationships.
Manager Tools
Constructive Feedback Agenda Template
Having regular one-on-one conversations between managers and employees is essential to maintaining an open line of communication about job performance and happiness.
Manager Tools
Weekly Team Update Template
Asking direct reports to provide you with written status updates at the end of each week can help you stay on top of progress and identify roadblocks.
Performance Reviews
Performance Reviews
Performance Improvement Plan Template
Performance improvement plans (PIPs) are designed to outline performance issues and the steps employee need to take to resolve them.
Performance Reviews
Peer Performance Review Template
Peer feedback is a valuable part of the 360 performance review process, it gives colleagues the opportunity to offer praise and constructive criticism.
Performance Reviews
Self-Evaluation Template
Self-evaluations are opportunities for employees to share perspectives on their own performance, actions, and choices.
Goal-Setting
Goal-setting
Goals Review Template
Goals reviews allow managers and employees to better understand success factors, identify roadblocks, celebrate wins, and plan ahead for the future.
Goal-setting
30-60-90 Day Plan Template
Setting effective goals will help you align your team’s work, set expectations, and ultimately create a guide for one-on-one meetings and performance conversations.
Goal-setting
SMART Goals Template
Setting SMART goals helps you dive into the details, building a sense of urgency and ensuring goals align with business targets.
Employee Surveys
Employee Surveys
Employee Engagement Survey Template
For HR teams and company leadership, employee engagement might be the ultimate barometer for success.
Employee Surveys
Merger & Acquisition Survey Template
A merger or acquisition is a critical milestone, but it can often be a sensitive and challenging time for company culture. Ensure your employees feel well supported and heard through the process.
Employee Surveys
New Hire Onboarding Survey Template
Your employees’ onboarding experience can have a big impact on their long-term engagement, performance, and overall satisfaction. Get feedback on your process with these questions.
Career Growth
Career Growth
Career Development Conversation Template
This manager’s resource includes a list of development-focused questions you can ask during one-on-ones, as well as a worksheet for jotting down observations and next steps.
Career Growth
Competency Matrix (Individual Contributor)
Competency or job leveling matrices help make career development next steps clear for both direct reports and their managers. Use this matrix for individual contributors.
Career Growth
360 Developmental Review Template
360 developmental reviews provide much-needed structure for employees, managers, and peers to share constructive feedback focused on career growth.
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