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Tools & Templates

Grab a playbook, run a rep, make progress visible

Small, repeatable tools beat big binders. Every download is free — delivered through the Leadership Toolkit email list so you also get updates when versions improve.

Coaching and feedback tools

Coaching & Feedback

  • GROW Conversation Guide — 6–10 minute coaching flow with prompts and a 3-line recap template.
  • SBI/BI Feedback Sheet — Situation–Behavior–Impact with Begin/Improve next steps; 90-second script and examples.
  • 1:1 Recap Template — Decisions, next steps (who/what/when), support, and review date — fits in two minutes.
  • Coaching Cadence Tracker — Track weekly reps per manager with simple counts that actually get used.
Get these via the free toolkit
Decision and execution templates

Decision & Execution

  • Decision Brief (1-pager) — Problem, criteria, options A/B/C, reversibility, proposed call, rationale.
  • Decision Log — Owner, date, criteria snapshot, risks, follow-ups; searchable across projects.
  • Pre-Mortem Template — Imagine failure, list causes, add mitigations now — a 20-minute team exercise.
  • RACI Lite — Clear ownership without ceremony: who decides, who does, who to inform.
Get these via the free toolkit
Change leadership templates

Change Leadership

  • Change Brief (From-To-Because) — Narrative, success measures, stakeholders, risks, and next milestones on one page.
  • Stakeholder Map & Comms Plan — Who needs to know, decide, or support — channels, cadence, messages.
  • Pilot & Adoption Checklist — Start small, define signals, learn before you scale.
  • Change Review Agenda — Progress, blockers, decisions, next steps — 20 minutes weekly.
Get these via the free toolkit
Inclusive meeting tools

Inclusion & Meetings

  • Inclusive Meeting Checklist — Roles, airtime balance, round-robins, challenge invites, decision wrap-ups.
  • Participation Tracker — See who speaks and who's missing; balance contributions over time.
  • Bias Interrupters Prompt Pack — Gentle phrases to stop interruptions, credit ideas, and reset norms.
  • Decision Transparency Note — Criteria, options considered, final call, and review date — shared with the team.
Get these via the free toolkit
Leadership measurement tools

Measurement & ROI

  • Metrics Codebook — What we count, how we count it, who owns it, how we review it.
  • Behavior Tracker — Coaching reps, feedback delivered, decisions logged, AARs run — a simple tally.
  • Lightweight Dashboard Starter — Roll up leading metrics, annotate context, export a monthly snapshot.
  • ROI Story Template — Connect behavior shifts to outcomes with a cautious, credible narrative.
Get these via the free toolkit
Talent and pipeline templates

Talent & Pipelines

  • Success Profile (Role Blueprint) — 5–7 capabilities with visible behaviors and evidence examples.
  • Stretch Assignment Brief — Outcome, guardrails, decision rights, stakeholders, risks, review cadence.
  • Talent Review Agenda & Grid — Signals, readiness (now/6/12/24), next reps, sponsor, review date.
  • AI Prompt Pack + Verification Checklist — Copy-ready prompts for GROW, SBI/BI, decisions, and AARs — with guardrails.
Get these via the free toolkit
Team pulse and check-in tools

Pulse Checks & Readiness

  • Psychological Safety Pulse Check — seven statements, two minutes, monthly; trend over score.
  • Team Pulse Survey — five scored questions plus two open ones, quarterly, loop closed within a week.
  • Team Check-in Sheet — five minutes weekly: what moved, what's stuck, who needs what.
  • Change Readiness Assessment — twelve honest checks (story, sponsors, capacity, loop) before launch.
Get these via the free toolkit
Learning loop and AI governance tools

Learning Loops & AI Governance

  • 70–20–10 Plan — two live reps a week, coaching touches, just-enough content.
  • Learning Transfer Plan — the last ten minutes of training decide whether it survives the floor.
  • Coaching Journal — five minutes on Friday: your reps, your questions, your growth as a leader.
  • AI Meeting Summaries SOP — when to use it, when not to, who verifies, how it's labeled.
  • Responsible AI & Data Guidelines — plain-language guardrails: always fine, never, the labeling rule.
Get these via the free toolkit

Practical FAQ

  • What formats? PDF for print-ready guides, DOCX for editable docs, XLSX for trackers.
  • How often updated? Quarterly or as patterns improve — the version date is on each file.
  • Can we customize? Yes. Keep the structure, adjust fields and labels to your workflow.
  • Part of a program? Enterprise rollouts and facilitated versions are delivered by Impact Training Company.

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