Tools and Templates

Tools & Templates

Grab the playbooks, run a rep, and make progress visible—this week.

Small, repeatable tools beat big binders use them, measure them, improve them.

Run focused coaching in 6–10 minutes. Goal, Reality, Options, Way forward—plus prompts and a printable 1-pager.

Deliver kind-and-clear feedback fast. Sentence starters, a 90-second script, examples, and a weekly tracker.

Make decisions visible. Capture owner, criteria, reversibility, risks, and follow-ups. Doc + sheet included.

Short scripts that make coaching & feedback consistent.

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-sec script + 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; simple counts and notes that actually get used.

Frame problems, set criteria, log calls, and move.

Decision Brief (1-pager)
Problem, criteria (3–5), options A/B/C, reversibility, proposed call, rationale.
Decision Log (Reversible/Not)
Owner, date, criteria snapshot, risks, follow-ups; searchable across projects.
Pre-Mortem Template
Imagine failure → list causes → add mitigations now; 20-minute team exercise.
RACI Lite
Clear ownership without ceremony; who decides, who does, who to inform.

Turn work into weekly learning loops.

AAR (After-Action Review) Notes
What went well, what didn’t, what we’ll try next—fast, blameless learning.
70–20–10 Plan
Two live reps/week, manager coaching, just-enough content to prime action.
Learning Sprint Plan (2–4 weeks)
Behavior goal, reps, coaching touches, evidence, and a simple review cadence.
Peer Partner Checklist
How to give helpful peer feedback in <5 minutes.

Widen participation and make meetings do real work.

Inclusive Meeting Checklist
Roles, airtime balance, round-robins, challenge invites, and 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 used, options considered, final call, reversibility, and review date—share with the team.

One story, visible milestones, weekly rhythm.

Change Brief (From-To-Because)
Narrative, success measures, stakeholders, risks, next milestones—on one page.
Stakeholder Map & Comms Plan
Who needs to know/decide/support; channels, cadence, and messages.
Pilot & Adoption Checklist
Start small, define signals, learn before you scale.
Change Review Agenda (20 min)
Progress, blockers, decisions, next steps—keep momentum weekly.

Measure behaviors first, link to outcomes second.

Metrics Codebook (1-pager)
What we count, how we count it, who owns it, and how we review it.
Behavior Tracker (sheet)
Coaching reps, SBI/BI, decisions logged, AARs, participation—simple tally view.
Lightweight Dashboard Starter
Roll up leading metrics and annotate context; export a monthly snapshot.
ROI Story Template
Connect behavior shifts to outcomes with cautious, credible narrative + evidence.

Grow role-ready leaders with transparent systems.

Success Profile (Role Blueprint)
5–7 capabilities with visible behaviors and evidence examples.
Stretch Assignment Brief
Outcome, guardrails, decision rights, stakeholders, risks, and review cadence.
Talent Review Agenda & Grid
Signals, readiness (now/6/12/24), next reps, sponsor, review date.
Sponsorship Guide
How to create visibility and opportunities—beyond advice.

Use AI to multiply good habits safely, with humans in the loop.

AI Prompt Pack (GROW, SBI/BI, Decision, AAR)
Copy-ready prompt skeletons with notes on tone, bias checks, and verification.
Red-Team & Verification Checklist
Fact checks, citation prompts, bias review, and approval steps.
Responsible AI & Data Guidelines
Privacy boundaries, labeling rules (“AI-assisted; verified by __”), and incident handling.
AI Meeting Summaries SOP
When/where to use, what to exclude, how to store, and who signs off.

What file formats do you provide?

PDF for print-ready guides; DOCX for editable docs; XLSX/CSV for trackers and dashboards.

How often are tools updated?

Quarterly or as patterns improve. We note the version date on each file.

Can we customize these?

Yes—keep the structure, adjust fields/labels to your workflow, and document changes.

Are these part of Impact Training Company programs?

Yes—program delivery and enterprise rollouts are provided by Impact Training Company.

Pick one tool, run three reps, and review next week.