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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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