In any business there will be transitions in staffing. People are hired, people resign and unfortunately sometimes people are let go. In addition, there are performance evaluations to be done and both positive and negative feedback to be shared. Each step of the path has implications that can have lasting effects on the organization. The tools in this section will help you navigate those paths with confidence.
Changing of the Guard
Performance Appraisals
Leadership Evaluation Template
This worksheet can be used to evaluation the CEO for small to mid-sized organizations.
Setting SMART Goals
This brief handout reviews the concepts behind setting SMART goals.
Evaluating the Chief Executive
Use this sample process for CEO Evaluation and adjust it to fit your organization.
Sample CEO Evaluation - Basic
This quick and simple tool will provide a basic evaluation for your CEO.
Sample CEO Evaluation - Expanded
This is a more in depth tool for evaluating the CEO.
CEO Evaluation Sample Policy
Adapt this sample CEO Evaluation Policy to meet your needs.
5 Management Practices that Kill Creativity
The Leddy Group shared this article about what NOT to do if you want to foster creativity in your workplace.
8 Tips to Giving Better Performance Evaluations
The Leddy Group offers these tips to making your performance evaluations more useful for you and your employees.
Separation
Exit Interviews for Employees
Keep these tips and sample questions handy for your exit interviews.
Resignation Checklist
There are many things to be considered and tasks to be performed when an employee departs. Adapt this checklist for your organization.
Sample Resignation Letter
This template for a resignation letter can be adapted for immediate use.
10 Tips for Conducting More Valuable Exit Interview
Use these 10 tips from the Leddy Group to add meaning and value to exit interviews with departing staff.
Hiring
Interview Questions with Scorecard
Doing a lot of interviews? Use this format to provide multiple interviewers the ability to rate specific items.
Email Template - Applicant Rejection
After making the cut, you may have a lot of - thanks, but no thanks - emails to send. Use a template to save time, then personalize as needed.
Phone Screening Template
Capture the ideas that you want to cover in a phone screening template.
Applicant Tracking Sheet
Get organized with this worksheet where you can capture key information about a large number of applicants.
Resume Screening Cover Page
Use this cover page to attach to resumes to capture the basic information.
