Templates

Coaching Templates

New Skills - Supervisor Guide

This guide is for supervisors and managers to connect what folks learn in training to what they do at work. When you (a supervisor) gets involved, it helps people remember what they learn and use it on the job.  

New Skills - Supervisor Guide


Meeting Agendas

1:1 Agenda Template

This 1:1 Agenda Template - created for supervisors and managers - is designed to:

  • Foster leadership effectiveness
  • Boost day-to-day efficiency
  • Build trust and psychological safety
  • Enhance motivation and engagement.

This collaborative tool ensures impactful and meaningful one-on-one discussions, benefiting both managers and employees.

1:1 Agenda Template

Team Meeting Agenda Template

Use the Team Meeting Agenda Template to help facilitate your team/unit discussions and increase meeting effectiveness.

Team Meeting Agenda Template


Operations Templates

Standard Operating Procedures (SOPs)

A SOP is a set of step-by-step instructions compiled to help staff carry out routine operations. SOPs aim to achieve efficiency, quality output, and uniformity of performance while reducing miscommunication and failure to comply with industry regulations (if any apply).

Use these resources to begin to build your own SOP library for knowledge transfer and procedure documentation.

SOP Creation Tip-Sheet

SOP Creation Tracking

SOP Template


Project Management Templates

Project Charter Template

A Project Charter outlines the scope, objectives, and stakeholders of a project. It also ensures clarity and alignment from the start. 

Minimize misunderstandings, streamline communication, and increase your project's chance of success by using this template! 

Project Charter Template - Fillable

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