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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.
Manager Tools
Manager Tools
Manager One-on-One Agenda Template
Managers and employees should meet once a week to discuss priorities, obstacles, development, and other important topics.
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.
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.
Reviews and Feedback
Reviews and Feedback
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.
Reviews and Feedback
Mid-Year Performance Review Template
As part of a comprehensive performance management program, mid-year reviews are a powerful tool for enabling managers and employees to ask questions, address roadblocks, and recognize wins.
Reviews and Feedback
360 Performance Review Template
360 performance reviews are crucial for providing employees with insight into how their work is valued by the company as a whole.
Goal-Setting
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.
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.
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.
Employee Surveys
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
Employee Exit Survey Questions
In addition to traditional exit interviews, exit surveys help your People team identify opportunities for improvement and mitigate future turnover.
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.
Career Growth
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
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 (Managers)
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.
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