Lattice Templates

Use this sheet to track metrics that can transform your onboarding program, like retention, manager effectiveness, quality of hire, and more.

Two job description templates, including a completed example. One includes public information, like responsibilities. The second includes internal-only fields, like compensation.

Effective change management holds significant power in driving business success.This survey, co-developed by Lattice and livingHR, measures employee sentiment toward organizational change.

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.

Having regular one-on-one conversations between managers and employees is essential to maintaining an open line of communication about job performance and happiness.

Probation reviews don’t have to be scary — UK employers can use this template for a people-first approach to assess whether a new hire is the right fit for their team.

Performance reviews are a critical part of the continuous feedback process. Use these questions to assess employee performance for the last twelve months.

It's critical for managers and new hires to connect on progress, performance, and additional needs within the first three months.

Quarterly performance reviews are especially valuable for teams focused on short-term priorities and projects.

Setting SMART goals helps you dive into the details, building a sense of urgency and ensuring goals align with business targets.

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.

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.

These survey questions assess whether employees feel empowered to take the next step along their career path. This template was co-developed by Lattice and HRSG.

Asking remote employees to return to your worksite, even for just a few days per week, is a consequential decision. Surveying helps you understand their preferences, hopes, and concerns.

This survey measures employee perceptions of manager effectiveness, from feedback sharing to strategic thinking.These questions were co-developed by Lattice and LifeLabs Learning.

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.

360 developmental reviews provide much-needed structure for employees, managers, and peers to share constructive feedback focused on career growth.

Competency or job leveling matrices help make career development next steps clear for both direct reports and their managers. Use this matrix for managerial roles.