Tools and Templates

Welcome Managers!

In exchange for our FREE templates, we simply ask that you take a moment to answer this survey question in support of our research, and LIKE our Facebook page to help spread the word!  Thanks! – MRH

 

Where do you struggle most as a leader or manager?
  • Holding my employees accountable
  • Managing my metrics
  • Planning and prioritizing work for my staff
  • Managing my own workload and my own time
  • Mentoring and developing my team
  • Keeping my employees engaged and motivated

 

Our goal at the Manager’s Resource Handbook is to share our experiences to help other managers build awesome teams and manage great organizations.  Below you will find several templates, tools and guides to help you manage people and run your business more effectively.   The files posted below can be downloaded with a click of a button.   Check back often as we are adding things all the time.

 

If you’d like to request a template or have suggestions for one, click HERE to send us an email!


General Business and Strategy

 

 

SWOT Analysis Template
SWOT Analysis Template
SWOT-Analysis-Worksheet-v2.pdf
Version: 2
100.5 KiB
3430 Downloads
Details

A Basic SWOT Analysis Framework to Help You Evaluate Your Business

A SWOT Analysis Worksheet to help assess your Strengths, Weaknesses, Opportunities and Threats (SWOT) of your business or organization.  This template offers a basic framework and a series of questions to help you evaluate your organization.

RELATED:

How to Conduct a SWOT Analysis


 

 

Sample Headcount Justification Presentation
Sample Headcount Justification Presentation
Headcount Justification Presentation v2.pdf
525.3 KiB
17527 Downloads
Details

Justifying an Increase in Headcount – A Sample Presentation

Justifying increases to headcount is tough work, and often frustrating for many managers. Here is a sample headcount justification presentation that can help you formulate your argument to get more people and hire additional staff.  Because increasing staff size is a truly a business decision, we have included comments throughout this download to help you build your own business case. It’s important to use data and facts to bolster your position, as well as tying the increase in headcount to business needs.

RELATED:

How to Justify Hiring A Specialist


Managing People

 

 

Workload Analysis Methods
Workload Analysis Methods
How-to-Show-Resource-Loading-v1-1_2.pdf
Version: 1
417.9 KiB
3024 Downloads
Details

Methods for Workload Analysis and Evaluation of Headcount

This download provides 8 ways to analyze employee workload and headcount. You can evaluate headcount several way, based on hours, allocation, tasking throughput, priorities, etc.  The most important part of analyzing resources and staff size is simply picking something that works for your needs and sticking to it.  There is no right way.  Many managers fail to evaluate staff workload and headcount whatsoever, and consequently struggle to manage and project future changes to staff size.  By finding a method that works for you and putting it into practice, you’ll already be ahead of the pack.

RELATED:

How to Justify Hiring More People


 

 

Skills Matrix Template
Skills Matrix Template
Skills-Matrix-Template.pdf
Version: 1
181.4 KiB
165 Downloads
Details

NEW!  A Skills Matrix Template to Help Assess Your Team’s Capabilities and Identify Development Needs

This is a downloadable example of a skills matrix, a management tool that helps business leaders better understand their team’s capabilities.  In this example, we include comments and alternatives to help you set up a skills matrix that works best for your team.

RELATED:

How to Create a Skills Matrix


 

 

Comparing Depth Vs. Breadth of Development Assignments
Comparing Depth Vs. Breadth of Development Assignments
Comparing Depth vs Breadth of Development.pdf
Version: 1
46.1 KiB
1618 Downloads
Details

A Comparison of Depth Vs. Breadth of Various Development Assignments

Effective employee development is the result of careful and well thought out planning by the manager. Employee development can be directly linked to succession planning, team performance, and employee engagement and retention. Choosing the right assignments for employee growth is therefore critical to your management success. A good way to think about an employee’s development needs in terms of depth and breadth. That is, how deep an assignment gets, or how wide it spreads their knowledge base. This template compares ten ways to develop your people in terms of depth and breadth.

RELATED:

29 Fantastic Ways to Mentor and Develop Employees

How to Select Development Assignments for Your Staff

The 70, 20, 10 Rule for Employee Development


 

 

Organizational Succession Planning Template Example
Organizational Succession Planning Template Example
Template - Succession Planning Sample.pdf
182.8 KiB
2020 Downloads
Details

Organizational Succession Planning Example

This download offers an example of how to outline succession plans for your organization. This sample template helps you identify possible successors to leadership roles in your company who are ready to step up now, or may require some development in order to be ready to take on a leadership position. This succession planning template can also help you identify risks and gaps within your organization in terms of its continuity, when you are unable to identify possible successors to certain management and leadership positions.

RELATED:

How to Plan for Succession

What to Do When An Employee Quits

After Someone Was Fired: Moving On

Managing a Layoff – A 4 Part Series


 

 

Aligning Employee and Team Goals
Aligning Employee and Team Goals
Template-Goal-Alignment-v2.pdf
Version: 2
134.0 KiB
2221 Downloads
Details

How to Use Employee Goals to Drive Alignment and Accountability

A simple management tool to align goals from the corporate level down to your individual team.   Establishing a clear strategy to meet goals and measures will help you more effectively manage your organization.  See our short article to help you better drive accountability and alignment using this tool.

RELATED:

Setting SMART Goals

Managing Poor Performers

Managing the Office Scrooge


 

 

Tiered Employee Development Plans
Tiered Employee Development Plans
Template-Tiered-Growth-of-Employees-v2.pdf
Version: 2
157.9 KiB
1893 Downloads
Details

A Tiered Approach to Creating Employee Development Plans

This template serves as a resource for managers who are trying to create effective development plans for employees.  Employee development is one of the most important responsibilities of managers, but when managing a diverse group in terms of experience and skills, recognizing differences in growth needs and creating these opportunities can be difficult.  Using a tiered framework helps managers effectively target specific individuals and their needs.

RELATED:

29 Fantastic Ways to Mentor and Develop Employees

How to Select Development Assignments for Your Staff

The 70, 20, 10 Rule for Employee Development


 

 

 

Coaching Guide For Managers
Coaching Guide For Managers
Guideline-Questions-for-Coaching-v2.pdf
Version: 2
235.4 KiB
3196 Downloads
Details

Guideline for Managers: Questions for Coaching Your Employees

This 8-page guideline offers tips on how to coach an employee – be it a high performer, an employee with a development need, or an employee for which you have performance concern. This download includes a number of questions that managers can use that will help the employee reconstruct the observed behavior in their own minds as well as lead them to create an action plan to make changes. This guideline should be used in conjunction with our Coaching Worksheet Template for Managers, which serves as a template for preparing coaching discussions.

RELATED:

Coaching Through Questions


 

 

 

Employee Coaching Session Worksheet
Employee Coaching Session Worksheet
Template-Coaching-Worksheet-for-Managers-v2.pdf
Version: 2
136.8 KiB
3583 Downloads
Details

Coaching Worksheet Template: Preparing for a Coaching Session

This worksheet serves as a template for managers to prepare for coaching conversations with employees. In order to properly coach an employee, managers should prepare specific questions that will be asked of the employee in order to help them drive change in his or her performance. This worksheet should be used in conjunction with the Questions for Coaching Guideline, which offers some initial questions that can be used to prepare for the discussion.

RELATED:

Coaching Through Questions


 

 

Sample Letter Of Recommendation for Promotion
Sample Letter Of Recommendation for Promotion
Sample-Letter-of-Recommendtion-for-Promoting-an-Employee.pdf
Version: 2
154.3 KiB
4357 Downloads
Details

Sample Letter of Promotion for an Employee

The best way to start the process of promoting an employee is to write a formal letter of recommendation capturing key accomplishments and performance history. This download is a sample write up for promoting an employee,  similar to the letter you would send to your Human Resources department. For more on how to promote your employees, read our article on Justifying Promotions.

RELATED:

Knowing When to Promote an Employee


 

 

Promotion Checklist For Managers
Promotion Checklist For Managers
Template-Promotion-Checklist-for-Managers.pdf
Version: 1
166.5 KiB
1524 Downloads
Details

Employee Promotion Checklist for Managers 

The decision and means evaluating employees for a promotion is not always clear and can be subjective.  To help give your assessment more structure, we have created a checklist of key questions you should ask yourself when deciding whether or not to promote an employee.  Of the 21 questions on this list, we recommend that 15 of them be answered with a ‘YES.’  For more information on how to promote your employees, check out our article on Justifying Promotions.


 

 

One On One Meeting Template
One On One Meeting Template
One on One Meeting Template.pdf
173.6 KiB
16479 Downloads
Details

One on One Coaching Template for Employee Meetings 

This pdf template helps you get more out of your one on one meetings with employees.  It gives you a simple format that will help you prepare, guide, and evaluate your coaching sessions in an organized manner.  It also includes space for you to record notes and action items to make it easy to follow up and pick up where you left on in the next one on one meeting.  Print out a copy for each employee coaching session as a way of getting away from the computer and focusing 100% on the employee.


 

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Technology Management

 

 

Technology Growth Funnel Example
Technology Growth Funnel Example
Technology-Growth-Funnel-v2.pdf
Version: 2
121.0 KiB
762 Downloads
Details

Creating a Technology Growth Funnel

To better organize your technology projects, use this template to generate a growth funnel. A technology growth funnel enables you to visually communicate the state of various product development initiatives throughout the development cycle. A growth funnel also gives you the opportunity to see a progression of adjacent technologies in your product pipeline.

RELATED:

How To Organize Technology Growth for Your Business.  


 

 

Multigenerational Tech Plan Example 1
Multigenerational Tech Plan Example 1
Multigen-Tech-Plan-Example-1.pdf
Version: 2
99.6 KiB
673 Downloads
Details

Sample Format of a Multigenerational Technology Plan (#1)

An example of a multigenerational technology plan and product growth strategy (template 1). Multigenerational technology planning helps produce sustainable product growth.  A detailed report to help you create sustainable product and technology growth can be found on the White Papers page.

RELATED:

Is Your R&D Under House Arrest?


 

 

Multigenerational Tech Plan Example 2
Multigenerational Tech Plan Example 2
Multigen-Tech-Plan-Example-2.pdf
Version: 2
130.0 KiB
657 Downloads
Details

Sample Format of a Multigenerational Technology Plan (#2)

A second example of a multigenerational technology plan and product growth strategy (template 2).  Multigenerational technology planning helps produce sustainable product growth. A detailed report to help you create sustainable product and technology growth can be found on the White Papers page.

RELATED:

How to Justify Hiring a Specialist


 

 

Multigenerational Tech Plan Example 3
Multigenerational Tech Plan Example 3
Multigen-Tech-Plan-Example-3.pdf
Version: 2
110.0 KiB
620 Downloads
Details

Sample Format of a Multigenerational Technology Plan (#3)

A third example of a multigenerational technology plan and product growth strategy (template 3). Multigenerational technology planning helps produce sustainable product growth. A detailed report to help you create sustainable product and technology growth can be found on the White Papers page.


Project and Program Management

 

 

Template - Project Estimating
Template - Project Estimating
Template - Project Estimating.pdf
108.0 KiB
903 Downloads
Details

How to Create a Project Estimate

This template is intended to provide an example breakdown of hours and effort associated with a given project. The comments listed in the boxes to the right highlight the various benefits associated with this particular template. The more detail you put into the estimate, the better your estimate will be.  We recommend you see our detailed white paper outlining a strategy for creating more reliable project estimates for further assistance.

RELATED:

16 Tips for New Project Managers


 

 

Sample Executive Summary Slides
Sample Executive Summary Slides
Sample Executive Summary Slides.pdf
161.9 KiB
1312 Downloads
Details

Sample Executive Summary Slides

Every report, document or presentation has a purpose.  Maybe it’s to state the results of your financial analysis, or maybe it’s intended to convince someone else to take a certain action.  The key to making a good executive summary is to make sure it mirrors this intent.  By understanding the intent of the executive summary, it will help you select the most appropriate information to share. This download includes samples of executive summary slides.

RELATED:

The Art of the Executive Summary


 

Interviewing and Hiring

 

 

 

Template - Phone Screening Questionnaire
Template - Phone Screening Questionnaire
Template - Phone Screening Questionnaire.pdf
116.7 KiB
1193 Downloads
Details

Phone Screening Question Template

Interviewing applicants for a job posting starts with a phone screen. This questionnaire and phone screen template serves as a good tool to help ensure you’ve asked the right questions of your candidate and will help you evaluate the candidate’s motives, interests and qualifications for your job posting. In addition, by using the same questionnaire when screening multiple candidates, you can compare responses to help you decide who to bring in for an on-site interview.


 

 

105 Great Interview Questions
105 Great Interview Questions
105 Great Interview Questions.pdf
Version: 1
194.8 KiB
1050 Downloads
Details

105 Great Interview Questions

Interviewing candidates for your team is tough.  How do you know what questions to ask?  How do you maximize your time to get the best assessment possible?  This download contains a list of 105 sample interview questions to ask your applicants, all the way from the initial phone screen, to the in-person interview.  The list covers a lot of different types of employees and can be adapted to almost any manager’s needs.  It also contains a list of question you should avoid asking job candidates.

RELATED:

8 of My Favorite Interview Questions

7 Things To Look For When Interviewing Candidates


 

 

New Hire Request Form
New Hire Request Form
Template - New Hire Request Form.pdf
123.6 KiB
2998 Downloads
Details

New Employee Request Form

This staffing request template provides the specific details you need when justifying the need for a new employee. This form will identify the type of employee(s) you are looking to hire, basic educational and experience levels, as well as some details pertaining to cost impact of adding an employee. Also incuded on this form are areas that can be used for justifying adding an employee, as well as places to collect signature approvals.


 

 

Sample Business Cases to Add Employees v2
Sample Business Cases to Add Employees v2
Business Case for Adding Employees v2.pdf
Version: 2
133.7 KiB
2266 Downloads
Details

Sample Business Cases to Justify Hiring Additional Staff

These slides provide a comparison of different types of employees and the various pros and cons of each type. Also included are sample calculations to help you estimate the approximate cost of adding the employee(s) to your team.  By calculating the approximate cost and selecting the right type of hire to fill your need, you will greatly boost your business case for increasing staff.

RELATED:

Strategy for Justifying More Staff


 

 

 

 

 

 

 

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