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1x1 Discussion Template

PREMIUM deliverable
by Anupam Ganguly

This template can be used to track individual concerns, priorities, updates and development areas required during 1x1 connect meetings. The action items resulting can be used as a basis for your next 1x1. It should be filled and documented by the person conducting the meeting. The template results in better understanding and planning development opportunities for an individual team member. The documented template can also be used for year-end appraisals.

30-Day Checkup for Experienced Project Newcomers

by Joe Wynne

This template is designed to assist the project manager with identifying and responding to obstacles for those individuals who are experienced in their duties, but new to the company and/or project. This template and procedure is not designed to replace any onboarding or orientation procedure, but may be used to enhance those procedures.

360-Degree Leadership Feedback Survey

PREMIUM deliverable
by Dennis Torrecampo

How can you get a objective view of leadership qualities? You can't, really. But a 360-degree survey is about as close as you can get. When everyone shares points of view (especially anonymously), the truth tends to make its way out into the open.

Absenteeism Tracker

by Joe Wynne

This template is designed to assist the project manager with tracking the various types of time off allowed. To remain in compliance with all regulations and to avoid litigation, it is necessary to carefully distinguish between classifications of time off when tracking.

Acceptance Readiness Review

PREMIUM presentation

Systems testing is complete. Now what? Here are the steps to take before acceptance testing begins.

Accountabilities/Tasks/Expectations Matrix

by Joe Wynne

Avoid the shame of inadequate delegation of employee responsibilities. This tool aligns worker action with project needs and corporate strategies. It's also good for upgrading existing documentation and preventing eczema.

Activity Attributes Template

PREMIUM deliverable
by Cyndi Stackpole

Now that you have your Activity List, it's time to get more in depth with this Activity Attributes template. This will help each manager assigned the work for each activity have a better understanding of what is required.


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